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
BAM
1726
Belpointe Asset Management
Nevada
$966M +$20.2M +2% 726
ZA
1727
Zazove Associates
Nevada
$964M -$133M -12% 163
QI
1728
QV Investors
Alberta, Canada
$964M -$145M -13% 70
AHC
1729
Adell Harriman & Carpenter
Texas
$964M -$20.3M -2% 165
PPW
1730
Parcion Private Wealth
Washington
$964M -$27M -3% 194
KAM
1731
Kensington Asset Management
Texas
$961M -$556M -37% 16
MTC
1732
McDaniel Terry & Co
Texas
$960M -$22.7M -2% 89
DAM
1733
Delta Asset Management
Tennessee
$960M -$47.9M -5% 668
CWP
1734
Cyndeo Wealth Partners
Florida
$959M +$2.71M +0.3% 354
CCM
1735
Coliseum Capital Management
Connecticut
$959M -$150M -14% 14
IAM
1736
Ion Asset Management
Israel
$959M +$103M +12% 44
CHAM
1737
Clear Harbor Asset Management
Connecticut
$958M -$59.1M -6% 362
SL
1738
Salomon & Ludwin
Virginia
$958M +$18.2M +2% 764
WTB
1739
Washington Trust Bank
Washington
$957M -$22.3M -2% 224
NP
1740
NorthRock Partners
Minnesota
$956M +$43.2M +5% 370
WI
1741
Wintrust Investments
Illinois
$955M -$42.3M -4% 442
VC
1742
Vicus Capital
Pennsylvania
$955M -$5.71M -0.6% 266
HTHT
1743
Hemenway Trust Hemenway Trust
New Hampshire
$954M -$65.3M -6% 138
MCC
1744
Money Concepts Capital
Florida
$954M -$28.6M -3% 386
FFA
1745
Fragasso Financial Advisors
Pennsylvania
$951M +$16M +2% 240
LSA
1746
Leonteq Securities AG
Switzerland
$951M -$31.7M -3% 1,233
VA
1747
VR Adviser
New York
$950M +$325M +52% 40
TW
1748
Transform Wealth
Colorado
$948M -$162M -15% 281
GAM
1749
Goldentree Asset Management
New York
$948M -$155M -14% 33
GWM
1750
Greenwich Wealth Management
Connecticut
$946M -$5.29M -0.6% 246