Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
LSPW
2726
Lake Street Private Wealth
Illinois
$614M -$11.9M -2% 262
VI
2727
Versor Investments
New York
$613M +$33.4M +6% 992
TVAMP
2728
Tennessee Valley Asset Management Partners
Tennessee
$613M +$15.6M +3% 169
PWG
2729
Portside Wealth Group
Utah
$612M +$8.65M +1% 448
SSA
2730
South Street Advisors
New York
$612M -$40.7M -6% 70
EPIMS
2731
Evelyn Partners Investment Management Services
$609M +$35.9M +6% 285
MSWM
2732
McGlone Suttner Wealth Management
Wisconsin
$609M +$10.3M +2% 202
GWA
2733
Gratus Wealth Advisors
Virginia
$609M -$15.6M -2% 135
AAM
2734
ACK Asset Management
Connecticut
$609M -$137M -18% 25
CWP
2735
Concord Wealth Partners
Virginia
$609M -$1.62M -0.3% 993
AO
2736
Allen Operations
New York
$608M -$22.7M -4% 31
PG
2737
Proffitt & Goodson
Tennessee
$608M +$4.88M +0.8% 275
PCOC
2738
Power Corp of Canada
Canada
$607M -$32.8M -5% 1
UFF
2739
USA Financial Formulas
Michigan
$606M -$30.8M -5% 379
FM
2740
Family Management
New York
$606M -$11.6M -2% 226
MTWSIF
2741
Mivtachim The Workers Social Insurance Fund
Israel
$605M +$18.7M +3% 42
RH
2742
Riverstone Holdings
New York
$605M -$28.6M -5% 6
BCM
2743
Bayesian Capital Management
New York
$604M -$213M -26% 1,036
CICC
2744
Capital Investment Counsel (Colorado)
Colorado
$604M +$5.23M +0.9% 124
GEA
2745
Glen Eagle Advisors
New Jersey
$604M +$1.31M +0.2% 1,127
FAC
2746
Financial Advisory Corporation
Michigan
$604M +$31.1M +5% 48
FAN
2747
Financial Advisors Network
California
$603M +$1.9M +0.3% 216
SWA
2748
Serenus Wealth Advisors
California
$603M +$27.1M +5% 66
IVAV
2749
Index Venture Associates VI
Jersey
$602M +$63.1M +12% 1
DLP
2750
De Lisle Partners
United Kingdom
$602M -$80M -12% 196