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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
SWPG
2801
Strategic Wealth Partners Group
Illinois
$306M +$43.8M +17% 12.4% 28 0%
CC
2802
Callan Capital
California
$306M +$31.9M +12% 12.1% 20.1% 55 9.09%
ZAM
2803
Zevin Asset Management
Massachusetts
$306M +$30.4M +11% 14.9% 71.7% 100 16%
IIM
2804
Ipswich Investment Management
Massachusetts
$306M +$33.1M +12% 13.9% 92.8% 448 60.94%
RCM
2805
Radnor Capital Management
Pennsylvania
$306M +$28.4M +10% 12.8% 86.6% 181 7.18%
TK
2806
TIAA Kaspick
Massachusetts
$306M +$85.4M +39% 10.6% 45.9% 17 35.29%
DCM
2807
Divisar Capital Management
California
$305M +$2.35M +0.8% 13.3% 194% 30 6.67%
IAA
2808
Ironsides Asset Advisors
North Carolina
$305M +$29.8M +11% 13.5% 44.9% 102 26.47%
GP
2809
Greenline Partners
New York
$305M -$13.9M -4% 11.9% 69.6% 73 20.55%
OAM
2810
Ostrum Asset Management
France
$305M +$50.4M +20% 18.3% 107% 164 19.51%
UF
2811
Univest Financial
Pennsylvania
$305M +$33.7M +12% 12% 82.6% 120 11.67%
MIG
2812
McGuire Investment Group
Rhode Island
$305M +$40.6M +15% 16.4% 184% 92 7.61%
OIA
2813
Optimum Investment Advisors
Illinois
$305M +$13.9M +5% 13.4% 125% 1,058 13.71%
AWC
2814
Abundance Wealth Counselors
Pennsylvania
$305M +$32.3M +12% 11.1% 94.7% 29 10.34%
GAG
2815
GM Advisory Group
New York
$304M +$35.5M +13% 9.04% 53.6% 112 10.71%
PFS
2816
Prospera Financial Services
Texas
$304M -$192M -39% 12.6% 97.4% 474 49.37%
HDIM
2817
Hanson & Doremus Investment Management
Vermont
$304M +$27.1M +10% 11.7% 80.8% 486 14.61%
VVM
2818
Versant Venture Management
California
$304M +$102M +50% 53.9% 409% 10 10%
DWM
2819
Darwin Wealth Management
Florida
$304M +$160M +112% 10.7% 56.8% 147 37.41%
CDIA
2820
Capital Directions Investment Advisors
Georgia
$303M +$14.3M +5% 11.9% 7.53% 122 37.7%
WI
2821
WrapManager Inc
California
$303M +$21.1M +7% 10.9% 64.6% 295 19.32%
LCM
2822
Legato Capital Management
California
$303M -$186M -38% 2.52% 243% 189 30.16%
GFA
2823
Gifford Fong Associates
California
$303M +$37.9M +14% 14.6% 180% 119 0.84%
ACG
2824
Allen Capital Group
Nebraska
$303M +$19.6M +7% 9.1% 56.9% 125 9.6%
FA
2825
FCG Advisors
New Jersey
$302M +$39.8M +15% 12.8% 19.7% 150 11.33%