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
ECM
1726
Ensemble Capital Management
California
$968M -$67.5M -7% 25
EPM
1727
Elm Partners Management
Pennsylvania
$967M -$25.8M -3% 47
EWM
1728
Executive Wealth Management
Michigan
$966M -$425K -0% 213
BAM
1729
Belpointe Asset Management
Nevada
$966M +$20.2M +2% 726
ZA
1730
Zazove Associates
Nevada
$964M -$133M -12% 163
QI
1731
QV Investors
Alberta, Canada
$964M -$145M -13% 70
AHC
1732
Adell Harriman & Carpenter
Texas
$964M -$20.3M -2% 165
PPW
1733
Parcion Private Wealth
Washington
$964M -$27M -3% 194
KAM
1734
Kensington Asset Management
Texas
$961M -$556M -37% 16
MTC
1735
McDaniel Terry & Co
Texas
$960M -$22.7M -2% 89
DAM
1736
Delta Asset Management
Tennessee
$960M -$47.9M -5% 668
CWP
1737
Cyndeo Wealth Partners
Florida
$959M +$2.71M +0.3% 354
CCM
1738
Coliseum Capital Management
Connecticut
$959M -$150M -14% 14
IAM
1739
Ion Asset Management
Israel
$959M +$103M +12% 44
CHAM
1740
Clear Harbor Asset Management
Connecticut
$958M -$59.1M -6% 362
SL
1741
Salomon & Ludwin
Virginia
$958M +$18.2M +2% 764
WTB
1742
Washington Trust Bank
Washington
$957M -$22.3M -2% 224
NP
1743
NorthRock Partners
Minnesota
$956M +$43.2M +5% 370
WI
1744
Wintrust Investments
Illinois
$955M -$42.3M -4% 442
VC
1745
Vicus Capital
Pennsylvania
$955M -$5.71M -0.6% 266
HTHT
1746
Hemenway Trust Hemenway Trust
New Hampshire
$954M -$65.3M -6% 138
MCC
1747
Money Concepts Capital
Florida
$954M -$28.6M -3% 386
FFA
1748
Fragasso Financial Advisors
Pennsylvania
$951M +$16M +2% 240
VA
1749
VR Adviser
New York
$950M +$325M +52% 40
TW
1750
Transform Wealth
Colorado
$948M -$162M -15% 281