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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ZB
1676
Zions Bancorporation
Utah
$571M -$129M -18% 20.4% 22.9% 1,042
BAM
1677
Belpointe Asset Management
Nevada
$571M -$217M -28% 14.9% 73.9% 844
BII
1678
Bainco International Investors
Massachusetts
$571M -$131M -19% 12.4% 69.4% 295
SM
1679
Sunriver Management
Connecticut
$571M +$771K +0.1% 22.7% 23% 23
GC
1680
Garde Capital
Washington
$569M -$120M -17% 14.1% 58.5% 139
NCM
1681
Novare Capital Management
North Carolina
$569M -$149M -21% 17.9% 69.1% 148
AAM
1682
Autus Asset Management
Arizona
$568M -$120M -17% 15.6% 26.3% 161
NAS
1683
Nicolet Advisory Services
Wisconsin
$568M -$68.7M -11% 16.5% 51.9% 209
CA
1684
CapWealth Advisors
Tennessee
$567M -$227M -29% 17.1% 114% 107
NIM
1685
Nexus Investment Management
Ontario, Canada
$567M -$163M -22% 22.2% 44.2% 68
ACM
1686
Ashford Capital Management
Delaware
$567M -$182M -24% 16.2% 111% 97
FCM
1687
FJ Capital Management
Virginia
$566M -$369M -39% 41.1% 28.4% 90
MD
1688
Money Design
Japan
$565M +$726K +0.1% 15.3% 26.4% 67
KPCM
1689
Kings Point Capital Management
New York
$565M -$110M -16% 17.3% 79.9% 512
BFIM
1690
Beese Fulmer Investment Management
Ohio
$564M -$150M -21% 18.9% 79.7% 208
JGC
1691
J. Goldman & Co
New York
$563M -$478M -46% 11.3% 56.9% 304
SFSG
1692
Stearns Financial Services Group
North Carolina
$563M -$41.7M -7% 11.9% 26.1% 232
KTA
1693
Keeley-Teton Advisors
Illinois
$563M -$382M -40% 32.2% 28.9% 278
MC
1694
Metropolis Capital
United Kingdom
$563M -$157M -22% 16.2% 91.5% 14
EWM
1695
Executive Wealth Management
Michigan
$563M -$168M -23% 7.32% 18.3% 156
BHG
1696
Blue Harbour Group
Connecticut
$562M -$896M -61% 31.1% 5.15% 13
WCA
1697
Waratah Capital Advisors
Ontario, Canada
$562M -$379M -40% 17.9% 37.4% 176
FSC
1698
Full Sail Capital
Oklahoma
$561M +$84.5M +18% 19.1% 38.2% 185
OSIA
1699
O'Shares Investment Advisers
Massachusetts
$561M -$167M -23% 17.9% 71.8% 349
EWA
1700
Exencial Wealth Advisors
Oklahoma
$560M -$16.9M -3% 19.9% 58% 285