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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
AACP
2776
Advantage Alpha Capital Partners
California
$476M -$24.1M -5% 3.46% 79.2% 97 14.43%
MWM
2777
Madison Wealth Management
Ohio
$476M -$18.5M -4% 2.56% 35.1% 158 8.86%
IIC
2778
Ironwood Investment Counsel
Arizona
$475M +$30.6M +7% 4.94% 54.7% 259 22.01%
KWMG
2779
King Wealth Management Group
Florida
$474M -$20.4M -4% 3.16% 75.4% 153 7.19%
MFT
2780
Moisand Fitzgerald Tamayo
Florida
$474M -$15.4M -3% 3.35% 48.1% 833 17.89%
SL
2781
Sentry LLC
Tennessee
$474M +$14M +3% 4.25% 55% 125 8.8%
TA
2782
Townsend & Associates
Colorado
$474M +$85M +22% 3.84% 54.1% 123 20.33%
PRA
2783
Pine Ridge Advisers
New York
$473M +$20.4M +5% 3.43% 80% 27 3.7%
MCM
2784
Mainstay Capital Management
Michigan
$473M -$84.9M -15% 1.15% 107% 112 25.89%
LWANC
2785
Laurel Wealth Advisors (North Carolina)
North Carolina
$473M -$26.5M -5% 2.2% 63.3% 607 5.44%
OHIS
2786
Oak Harvest Investment Services
Texas
$473M +$26.4M +6% 1.93% 112% 124 25.81%
AHSW
2787
Adventist Health System West
California
$472M -$37.2M -7% 3.41% 49% 5 0%
AIM
2788
Arcadia Investment Management
Michigan
$472M -$20.8M -4% 2.47% 83.5% 346 7.23%
NRA
2789
NSI Retail Advisors
Pennsylvania
$472M -$125M -21% 2.89% 26.2% 53 26.42%
ACM
2790
Academy Capital Management
Texas
$472M -$27.7M -6% 2.61% 71.3% 36 13.89%
CWP
2791
Concord Wealth Partners
Virginia
$471M +$6.37M +1% 2.27% 66% 1,086 9.3%
AVA
2792
Atlas Venture Advisors
Massachusetts
$471M -$120M -20% 15% 29.2% 5 0%
HIM
2793
Herald Investment Management
United Kingdom
$470M -$44.5M -9% 1.34% 493% 105 8.57%
LOPW
2794
Live Oak Private Wealth
North Carolina
$470M -$32.6M -6% 4.07% 65% 168 5.95%
AMBIA
2795
Allen Mooney & Barnes Investment Advisors
Georgia
$469M +$18M +4% 2.05% 70.2% 155 11.61%
KHLMTHM
2796
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$469M -$17.2M -4% 4.39% 64.1% 89 13.48%
IL
2797
Investure LLC
Virginia
$469M -$54M -10% 6.3% 46.1% 13 0%
SPIA
2798
Strategic Point Investment Advisors
Rhode Island
$468M -$19.1M -4% 3.53% 51.9% 35 5.71%
AIS
2799
American Investment Services
Massachusetts
$468M -$25.3M -5% 3.64% 59.4% 141 5.67%
HCA
2800
Harbor Capital Advisors
Illinois
$468M -$32.3M -6% 2.65% 93.6% 674 36.05%