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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)
Ironwood Investment Counsel
2826
Ironwood Investment Counsel
Arizona
$475M +$30.6M +7% 4.94% 64% 259 22.01% 4.2
KWMG
2827
King Wealth Management Group
Florida
$474M -$20.4M -4% 3.16% 86% 153 7.19% 5.2
Moisand Fitzgerald Tamayo
2828
Moisand Fitzgerald Tamayo
Florida
$474M -$15.4M -3% 3.35% 51.1% 833 17.89% 2.2
Sentry LLC
2829
Sentry LLC
Tennessee
$474M +$14M +3% 4.25% 61.3% 125 8.8% 0.5
Townsend & Associates
2830
Townsend & Associates
Colorado
$474M +$85M +22% 3.84% 58% 123 20.33% 1.5
Pine Ridge Advisers
2831
Pine Ridge Advisers
New York
$473M +$20.4M +5% 3.43% 90.1% 27 3.7% 2.1
Mainstay Capital Management
2832
Mainstay Capital Management
Michigan
$473M -$84.9M -15% 1.15% 131% 112 25.89% 2.9
LWANC
2833
Laurel Wealth Advisors (North Carolina)
North Carolina
$473M -$26.5M -5% 2.2% 71.1% 607 5.44% 3.5
Oak Harvest Investment Services
2834
Oak Harvest Investment Services
Texas
$473M +$26.4M +6% 1.93% 120% 124 25.81% 1.5
Adventist Health System West
2835
Adventist Health System West
California
$472M -$37.2M -7% 3.41% 60.2% 5 0% 3.1
Arcadia Investment Management
2836
Arcadia Investment Management
Michigan
$472M -$20.8M -4% 2.47% 83.5% 346 7.23% 4.5
NRA
2837
NSI Retail Advisors
Pennsylvania
$472M -$125M -21% 2.89% 26.2% 53 26.42% 1.9
Academy Capital Management
2838
Academy Capital Management
Texas
$472M -$27.7M -6% 2.61% 71.2% 36 13.89% 3.3
Concord Wealth Partners
2839
Concord Wealth Partners
Virginia
$471M +$6.37M +1% 2.27% 66% 1,086 9.21% 0.9
Atlas Venture Advisors
2840
Atlas Venture Advisors
Massachusetts
$471M -$120M -20% 15% 34.6% 5 0% 3.8
Herald Investment Management
2841
Herald Investment Management
United Kingdom
$470M -$44.5M -9% 1.34% 493% 105 8.57% 4.9
Live Oak Private Wealth
2842
Live Oak Private Wealth
North Carolina
$470M -$32.6M -6% 4.07% 65% 168 5.95% 2.7
Allen Mooney & Barnes Investment Advisors
2843
Allen Mooney & Barnes Investment Advisors
Georgia
$469M +$18M +4% 2.05% 78.9% 155 11.61% 1.2
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
2844
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$469M -$17.2M -4% 4.39% 80.8% 89 13.48% 2.7
Investure LLC
2845
Investure LLC
Virginia
$469M -$54M -10% 6.3% 55.4% 13 0% 4
Strategic Point Investment Advisors
2846
Strategic Point Investment Advisors
Rhode Island
$468M -$19.1M -4% 3.53% 51.9% 35 5.71% 3.6
American Investment Services
2847
American Investment Services
Massachusetts
$468M -$25.3M -5% 3.64% 63.1% 141 5.67% 5.1
Harbor Capital Advisors
2848
Harbor Capital Advisors
Illinois
$468M -$32.3M -6% 2.65% 128% 674 36.05% 0.7
Makena Capital Management
2849
Makena Capital Management
California
$467M -$56.3M -11% 2.23% 78.7% 49 32.65% 1.5
Centerbridge Partners
2850
Centerbridge Partners
New York
$467M -$175M -27% 1.29% 15.9% 15 6.67% 2