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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CWM
1551
Connecticut Wealth Management
Connecticut
$906M +$101M +12% 6.97% 54.4% 206
AP
1552
Appleton Partners
Massachusetts
$906M +$70.5M +8% 9.06% 70.9% 267
BHWM
1553
Bar Harbor Wealth Management
New Hampshire
$905M +$39.9M +5% 9.11% 58.2% 240
HIM
1554
HGC Investment Management
Ontario, Canada
$903M +$202M +29% 2.57% 35% 190
WAM
1555
Wellesley Asset Management
New Hampshire
$902M +$69.5M +8% 0% 0% 49
NP
1556
NorthRock Partners
Minnesota
$902M +$57.5M +7% 8.75% 63.9% 239
B
1557
Brightworth
Georgia
$900M +$180M +25% 8.84% 21.7% 88
BAM
1558
Belpointe Asset Management
Nevada
$899M +$126M +16% 9.49% 73.9% 831
WIA
1559
Wealthstreet Investment Advisors
Texas
$895M +$78.5M +10% 9.44% 75.8% 349
AIL
1560
AGF Investments LLC
Ontario, Canada
$895M -$89.5M -9% 7.72% 28.5% 632
CCM
1561
Check Capital Management
California
$891M +$104M +13% 7.73% 28% 44
MAM
1562
Melqart Asset Management
United Kingdom
$890M +$177M +25% 19% 136% 76
RWM
1563
Ritholtz Wealth Management
New York
$890M +$114M +15% 7.6% 75.7% 334
BDS
1564
Banco de Sabadell
Florida
$889M +$119M +15% 9.58% 64.4% 389
CPSAC
1565
Chas P. Smith & Associates (CPS)
Florida
$889M +$66.7M +8% 11.3% 48.1% 102
AF
1566
Alerus Financial
North Dakota
$888M +$38M +4% 8.06% 74.6% 177
GP
1567
Galileo PTC
British Virgin Islands
$888M +$232M +35% 40.6% 364% 4
FBB
1568
Fulton Breakefield Broenniman
Maryland
$887M +$64.6M +8% 8.83% 54.1% 180
IAM
1569
Impala Asset Management
Florida
$886M +$37.2M +4% 18% 49.3% 56
CP
1570
Centerbridge Partners
New York
$885M +$416M +89% 25.8% 45.9% 19
GIA
1571
GHP Investment Advisors
Colorado
$885M +$79.3M +10% 8.29% 64.2% 276
PSAMP
1572
P. Schoenfeld Asset Management (PSAM)
New York
$884M +$178M +25% 10.6% 127% 150
GIG
1573
Goodnow Investment Group
Connecticut
$884M +$43.1M +5% 27.5% 236% 25
PCM
1574
Portolan Capital Management
Massachusetts
$884M +$8.18M +0.9% 27.8% 518% 168
AWE
1575
Avidian Wealth Enterprises
Texas
$882M +$141M +19% 6.5% 47.9% 295