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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 Avg Holding
Period (Yrs)
MGO One Seven
2801
MGO One Seven
Ohio
$307M +$73.6M +32% 14.4% 98.8% 2,011 79.26% 0.9
Strategic Wealth Partners Group
2802
Strategic Wealth Partners Group
Illinois
$306M +$43.8M +17% 12.4% – 28 0% 2
Callan Capital
2803
Callan Capital
California
$306M +$31.9M +12% 12.1% 20.1% 55 9.09% 3.2
Zevin Asset Management
2804
Zevin Asset Management
Massachusetts
$306M +$30.4M +11% 14.9% 71.7% 100 16% 3.4
Ipswich Investment Management
2805
Ipswich Investment Management
Massachusetts
$306M +$33.1M +12% 13.9% 104% 448 60.94% 2.2
Radnor Capital Management
2806
Radnor Capital Management
Pennsylvania
$306M +$28.4M +10% 12.8% 96.9% 181 7.18% 1.9
TIAA Kaspick
2807
TIAA Kaspick
Massachusetts
$306M +$85.4M +39% 10.6% 45.9% 17 35.29% 0.2
DCM
2808
Divisar Capital Management
California
$305M +$2.36M +0.8% 13.3% 194% 30 6.67% 1.4
IAA
2809
Ironsides Asset Advisors
North Carolina
$305M +$29.8M +11% 13.5% 49.3% 102 26.47% 1.8
Greenline Partners
2810
Greenline Partners
New York
$305M -$13.9M -4% 11.9% 69.6% 73 20.55% 1.1
Ostrum Asset Management
2811
Ostrum Asset Management
France
$305M +$50.4M +20% 18.3% 107% 164 19.51% 0.2
Univest Financial
2812
Univest Financial
Pennsylvania
$305M +$33.7M +12% 12% 82.6% 120 11.67% 3.3
McGuire Investment Group
2813
McGuire Investment Group
Rhode Island
$305M +$40.6M +15% 16.4% 202% 92 7.61% 0.5
OIA
2814
Optimum Investment Advisors
Illinois
$305M +$13.9M +5% 13.4% 125% 1,058 13.71% 1.8
Abundance Wealth Counselors
2815
Abundance Wealth Counselors
Pennsylvania
$305M +$32.3M +12% 11.1% 107% 29 10.34% 0.2
GM Advisory Group
2816
GM Advisory Group
New York
$304M +$35.5M +13% 9.04% 53.6% 112 10.71% 2.1
Prospera Financial Services
2817
Prospera Financial Services
Texas
$304M -$192M -39% 12.6% 97.4% 474 49.37% 2
Hanson & Doremus Investment Management
2818
Hanson & Doremus Investment Management
Vermont
$304M +$27.1M +10% 11.7% 86.3% 486 14.61% 3.9
Versant Venture Management
2819
Versant Venture Management
California
$304M +$102M +50% 53.9% 409% 10 10% 2.6
Darwin Wealth Management
2820
Darwin Wealth Management
Florida
$304M +$160M +112% 10.7% 56.8% 147 37.41% 1.1
CDIA
2821
Capital Directions Investment Advisors
Georgia
$303M +$14.3M +5% 11.9% 7.53% 122 37.7% 2.3
WrapManager Inc
2822
WrapManager Inc
California
$303M +$21.1M +7% 10.9% 64.6% 295 19.32% 1.9
Legato Capital Management
2823
Legato Capital Management
California
$303M -$186M -38% 2.52% 243% 189 30.16% 0.8
Gifford Fong Associates
2824
Gifford Fong Associates
California
$303M +$37.9M +14% 14.6% 180% 119 0.84% 0.9
Allen Capital Group
2825
Allen Capital Group
Nebraska
$303M +$19.6M +7% 9.1% 62.8% 125 9.6% 1