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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
MFT
2826
Moisand Fitzgerald Tamayo
Florida
$474M -$15.4M -3% 3.35% 48.1% 833 17.89%
SL
2827
Sentry LLC
Tennessee
$474M +$14M +3% 4.25% 61.3% 125 8.8%
TA
2828
Townsend & Associates
Colorado
$474M +$85M +22% 3.84% 54.1% 123 20.33%
PRA
2829
Pine Ridge Advisers
New York
$473M +$20.4M +5% 3.43% 90.1% 27 3.7%
MCM
2830
Mainstay Capital Management
Michigan
$473M -$84.9M -15% 1.15% 131% 112 25.89%
LWANC
2831
Laurel Wealth Advisors (North Carolina)
North Carolina
$473M -$26.5M -5% 2.2% 63.3% 607 5.44%
OHIS
2832
Oak Harvest Investment Services
Texas
$473M +$26.4M +6% 1.93% 112% 124 25.81%
AHSW
2833
Adventist Health System West
California
$472M -$37.2M -7% 3.41% 60.2% 5 0%
AIM
2834
Arcadia Investment Management
Michigan
$472M -$20.8M -4% 2.47% 83.5% 346 7.23%
NRA
2835
NSI Retail Advisors
Pennsylvania
$472M -$125M -21% 2.89% 26.2% 53 26.42%
ACM
2836
Academy Capital Management
Texas
$472M -$27.7M -6% 2.61% 71.2% 36 13.89%
CWP
2837
Concord Wealth Partners
Virginia
$471M +$6.37M +1% 2.27% 66% 1,086 9.21%
AVA
2838
Atlas Venture Advisors
Massachusetts
$471M -$120M -20% 15% 29.2% 5 0%
HIM
2839
Herald Investment Management
United Kingdom
$470M -$44.5M -9% 1.34% 493% 105 8.57%
LOPW
2840
Live Oak Private Wealth
North Carolina
$470M -$32.6M -6% 4.07% 65% 168 5.95%
AMBIA
2841
Allen Mooney & Barnes Investment Advisors
Georgia
$469M +$18M +4% 2.05% 70.2% 155 11.61%
KHLMTHM
2842
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$469M -$17.2M -4% 4.39% 80.8% 89 13.48%
IL
2843
Investure LLC
Virginia
$469M -$54M -10% 6.3% 55.4% 13 0%
SPIA
2844
Strategic Point Investment Advisors
Rhode Island
$468M -$19.1M -4% 3.53% 51.9% 35 5.71%
AIS
2845
American Investment Services
Massachusetts
$468M -$25.3M -5% 3.64% 63.1% 141 5.67%
HCA
2846
Harbor Capital Advisors
Illinois
$468M -$32.3M -6% 2.65% 119% 674 36.05%
MCM
2847
Makena Capital Management
California
$467M -$56.3M -11% 2.23% 78.7% 49 32.65%
CP
2848
Centerbridge Partners
New York
$467M -$175M -27% 1.29% 15.9% 15 6.67%
HA
2849
Harbor Advisors
Florida
$467M -$3.7M -0.8% 1.9% 125% 168 10.12%
OC
2850
ORIX Corp
Japan
$467M -$70.4M -13% 13.1% 11.7% 1 0%