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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
QI
1726
QV Investors
Alberta, Canada
$964M -$145M -13% 2.45% 41.4% 70
AHC
1727
Adell Harriman & Carpenter
Texas
$964M -$20.3M -2% 0.83% 126% 165
PPW
1728
Parcion Private Wealth
Washington
$964M -$27M -3% 3.73% 81.9% 194
KAM
1729
Kensington Asset Management
Texas
$961M -$556M -37% 3.27% – 16
MTC
1730
McDaniel Terry & Co
Texas
$960M -$22.7M -2% 4.39% 69.9% 89
DAM
1731
Delta Asset Management
Tennessee
$960M -$47.9M -5% 4.01% 60.1% 668
CWP
1732
Cyndeo Wealth Partners
Florida
$959M +$2.71M +0.3% 2.4% – 354
CCM
1733
Coliseum Capital Management
Connecticut
$959M -$150M -14% 18% 53.5% 14
IAM
1734
Ion Asset Management
Israel
$959M +$103M +12% 18.9% 75% 44
CHAM
1735
Clear Harbor Asset Management
Connecticut
$958M -$59.1M -6% 2.81% 72% 362
SL
1736
Salomon & Ludwin
Virginia
$958M +$18.2M +2% 3.68% 47.5% 764
WTB
1737
Washington Trust Bank
Washington
$957M -$22.3M -2% 2.39% 72.4% 224
NP
1738
NorthRock Partners
Minnesota
$956M +$43.2M +5% 4.01% 63.9% 370
WI
1739
Wintrust Investments
Illinois
$955M -$42.3M -4% 2.2% 27.5% 442
VC
1740
Vicus Capital
Pennsylvania
$955M -$5.71M -0.6% 3.69% 46.1% 266
HTHT
1741
Hemenway Trust Hemenway Trust
New Hampshire
$954M -$65.3M -6% 3.74% 67.1% 138
MCC
1742
Money Concepts Capital
Florida
$954M -$28.6M -3% 3.75% 54% 386
FFA
1743
Fragasso Financial Advisors
Pennsylvania
$951M +$16M +2% 3.52% 54.4% 240
VA
1744
VR Adviser
New York
$950M +$325M +52% 10.4% 863% 40
TW
1745
Transform Wealth
Colorado
$948M -$162M -15% 1.04% 48.3% 281
GAM
1746
Goldentree Asset Management
New York
$948M -$155M -14% 0.97% 80.6% 33
GWM
1747
Greenwich Wealth Management
Connecticut
$946M -$5.29M -0.6% 0.16% 216% 246
NC
1748
NewSquare Capital
Pennsylvania
$946M -$15.6M -2% 2.79% 46.4% 958
WIC
1749
Woodmont Investment Counsel
Tennessee
$945M -$19.5M -2% 3.15% 52% 247
PLFA
1750
Pacific Life Fund Advisors
California
$945M -$39.2M -4% 3.68% – 20
68 69
70
71 72