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Slideshow Top 10 Hedge Funds Holding BAMO

By Holdings Channel Staff, updated Wednesday, February 11, 8:30 PM

This Slide: #1 of 10

#10. AE Wealth Management LLC

Position Size ($1000s)
$0
$0
$6
 06/30/2025  09/30/2025  12/31/2025 
Share Count
0
0
176
 06/30/2025  09/30/2025  12/31/2025 
   Entity 12/31/2025 Amount  12/31/2025 Position Size ($ in 1000's)
NORTHERN LTS FD TR IV 176 $6
     BAMO176$6
AE Wealth Management LLC Info
Top Stocks Held at 12/31/2025: AAPL, NVDA, MSFT, VNLA, AMZN, More »

Size ($ in 1000's)
At 12/31/2025: $17,422,692
At 09/30/2025: $15,687,599
At 06/30/2025: $13,680,647

Combined Holding Report Includes:
AE Wealth Management LLC
Zega Investments LLC
Tounjian Advisory Group LLC
Arcadia Wealth Management LLC
Authentikos Wealth Advisory LLC
B.O.S.S. Retirement Advisors LLC
Beacon Capital Management LLC
Blackston Financial Advisory Group LLC
RETIREMENT FINANCIAL SOLUTIONS LLC
Buck Wealth Strategies LLC
Capital A Wealth Management LLC
Centennial Wealth Advisory LLC
Creekmur Asset Management LLC
Csenge Advisory Group
Decker Retirement Planning Inc.
Transce3nd LLC
FWG Investments LLC.
FSA Advisors Inc.
FSR Wealth Management Ltd.
Pineridge Advisors LLC
Guerra Advisors Inc
Harlow Wealth Managment Inc.
HOWARD BAILEY SECURITIES LLC
Kingdom Financial Group LLC.
Mach 1 Financial Group LLC
Merkkuri Wealth Advisors LLC
New Millennium Group LLC
Nicholas Wealth LLC.
Peterson Financial Group Inc.
Quest 10 Wealth Builders Inc.
Raleigh Capital Management Inc.
SMART Wealth LLC
Safeguard Investment Advisory Group LLC
SECURED RETIREMENT ADVISORS LLC
Slagle Financial LLC
VCI Wealth Management LLC
EVOLUTION WEALTH MANAGEMENT INC.
International Private Wealth Advisors LLC
Thrive Capital Management LLC
Lloyd Advisory Services LLC.

AE Wealth Management LLC Top Holdings

You are here: Top 10 Hedge Funds Holding BAMO
See All: Funds Holding BAMO
Funds In Focus
Bill Ackman's: Pershing Square Capital Management
Louis Bacon's: Moore Capital Management
Kyle Bass's: HAYMAN CAPITAL MANAGEMENT,
Bruce Berkowitz's: Fairholme Capital Management
Warren Buffett's: Berkshire Hathaway
Steven Cohen's: Point72 Asset Management
Chase Coleman's: Tiger Global Management
Ray Dalio's: Bridgewater Associates
David Einhorn's: Greenlight Capital
Ken Fisher's: Fisher Asset Management
Jeremy Grantham's: Grantham Mayo Van Otterloo
Joel Greenblatt's: Gotham Asset Management
Ken Griffin's: Citadel Advisors
Andreas Halvorsen's: Viking Global Investors
Carl Icahn: Icahn Carl C
Seth Klarman's: Baupost Group
Daniel Loeb's: Third Point
Howard Marks's: Oaktree Capital Management
Victor Mashaal's: Senvest Management
John Paulson's: Paulson & CO.
Nelson Peltz's: Trian Fund Management
Larry Robbins's: Glenview Capital Management
Wilbur Ross's: Invesco Private Capital,
Barry Rosenstein's: Jana Partners
Jim Simons's: Renaissance Technologies
Paul Singer's: Elliott Investment Management
George Soros's: Soros Fund Management
Brian Taylor's: Pine River Capital Management
David Tepper's: APPALOOSA MANAGEMENT
Prem Watsa's: Fairfax Financial Holdings
Cathie Wood's: ARK Investment Management
Warren Buffett Dividend Stock Portfolio

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