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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
HFS
2526
Heritage Financial Services
Massachusetts
$752M +$55M +8% 5.48% 38.3% 114 11.4%
ORP
2527
Orion Resource Partners
New York
$752M +$90.2M +14% 19.2% 23 43.48%
LJAC
2528
L.J. Altfest & Co
New York
$751M +$19.3M +3% 7.92% 90.3% 374 27.54%
MBTD
2529
Mechanics Bank - Trust Department
California
$751M +$52.2M +7% 6.14% 67.2% 205 5.37%
DLIC
2530
Daido Life Insurance Company
Japan
$751M -$123M -14% 5.35% 68.7% 6 16.67%
GWSG
2531
GPS Wealth Strategies Group
Colorado
$751M +$84.7M +13% 4.88% 118% 1,455 10.86%
RWA
2532
River Wealth Advisors
Pennsylvania
$750M +$53M +8% 6.39% 80.3% 209 8.13%
MIOT
2533
Massachusetts Institute of Technology
Massachusetts
$749M +$110M +17% 16.8% 35.7% 6 50%
SWA
2534
Strategies Wealth Advisors
Michigan
$748M +$61.4M +9% 6.44% 64.6% 100 8%
NAM
2535
NTV Asset Management
West Virginia
$748M +$49.2M +7% 6.45% 97.8% 271 7.01%
SFC
2536
SYM Financial Corp
Indiana
$747M +$120M +19% 7.08% 56% 299 24.41%
MSAM
2537
Moloney Securities Asset Management
Missouri
$746M +$54.2M +8% 7.34% 86% 528 16.67%
TC
2538
Toews Corporation
New Jersey
$746M +$140M +23% 4.33% 22% 17 0%
WP
2539
WealthPLAN Partners
Nebraska
$745M -$187M -20% 6.53% 61.3% 319 26.96%
CC
2540
Crosslink Capital
California
$745M +$28.4M +4% 13.7% 135% 21 19.05%
PFGIA
2541
Patriot Financial Group Insurance Agency
Massachusetts
$745M +$64.8M +10% 5.8% 87% 532 15.41%
SAM
2542
Silverback Asset Management
North Carolina
$744M -$69.2M -9% 0.36% 92.1% 85 8.24%
TWM
2543
Tanager Wealth Management
United Kingdom
$743M +$71.1M +11% 6.59% 48.1% 110 14.55%
SII
2544
Silchester International Investors
United Kingdom
$743M +$176M +31% 0.02% 76.6% 4 0%
2
2545
2Xideas
Switzerland
$742M -$58.6M -7% 11.1% 40.6% 57 12.28%
SSP
2546
Sixth Street Partners
Texas
$742M +$1.27M +0.2% 8.05% 5.31% 18 27.78%
NCA
2547
Newbrook Capital Advisors
New York
$742M +$61.7M +9% 11.7% 299% 24 54.17%
GWWM
2548
Great Waters Wealth Management
Minnesota
$742M +$86.8M +13% 6.22% 46.3% 111 7.21%
RMC
2549
Resources Management Corp
Connecticut
$741M +$54.2M +8% 8.35% 78.5% 469 9.59%
DSAM
2550
Dock Street Asset Management
Florida
$741M +$25.9M +4% 7.28% 175% 50 10%