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
JSAM
2326
J. Safra Asset Management
New York
$711M +$25.2M +4% 130
HT
2327
Heritage Trust
Oklahoma
$710M +$69.7M +11% 277
IAS
2328
Insigneo Advisory Services
Florida
$710M +$219M +45% 455
HTIM
2329
Harbour Trust & Investment Management
Indiana
$709M 162
SPWG
2330
Syntegra Private Wealth Group
Missouri
$709M +$71.7M +11% 134
MAP
2331
Madison Avenue Partners
New York
$708M +$3.54M +0.5% 22
LI
2332
LVZ Inc
Michigan
$708M +$87.9M +14% 146
RPC
2333
Rossmore Private Capital
Connecticut
$708M +$47.6M +7% 237
PHP
2334
Parkman Healthcare Partners
Connecticut
$707M +$161M +30% 113
GC
2335
Gilbert & Cook
Iowa
$707M +$72.5M +11% 229
GWS
2336
Glassman Wealth Services
Virginia
$706M +$87.2M +14% 2,116
DPW
2337
DiNuzzo Private Wealth
Pennsylvania
$704M 1,389
SP
2338
Solel Partners
Massachusetts
$704M +$40.5M +6% 29
BWP
2339
Barlow Wealth Partners
Kentucky
$704M 148
SFP
2340
Shepherd Financial Partners
Massachusetts
$703M +$66.1M +10% 214
ACM
2341
Atika Capital Management
New York
$703M +$1.45M +0.2% 96
CA
2342
Continuum Advisory
Idaho
$703M +$79M +13% 499
MIM
2343
Miller Investment Management
Pennsylvania
$703M +$67.5M +11% 105
SSWM
2344
Sheets Smith Wealth Management
North Carolina
$703M +$46.3M +7% 525
OCAM
2345
Owl Creek Asset Management
New York
$703M -$82M -10% 102
CCM
2346
CloudAlpha Capital Management
Hong Kong
$700M -$51.5M -7% 54
CIC
2347
Cutler Investment Counsel
Oregon
$700M +$65.2M +10% 132
DIA
2348
Dean Investment Associates
Ohio
$700M +$90.3M +15% 216
PAS
2349
Professional Advisory Services
Florida
$700M +$91.8M +15% 73
PC
2350
Pier Capital
Connecticut
$699M +$78.9M +13% 139