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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
TA
2951
Tamarack Advisers
California
$245M -$105M -30% 21.1% 46.5% 33 45.45%
GCA
2952
Gideon Capital Advisors
New York
$245M +$32.7M +15% 12.8% 37.6% 565 78.41%
AWM
2953
Altavista Wealth Management
North Carolina
$245M -$23.8M -9% 9.3% 80.6% 155 9.03%
SG
2954
Strid Group
Pennsylvania
$245M -$37.7M -13% 15.4% 50.4% 36 47.22%
EPCA
2955
Elizabeth Park Capital Advisors
Ohio
$245M -$115M -32% 17.4% 119% 40 25%
MSAM
2956
Moloney Securities Asset Management
Missouri
$244M -$43.9M -15% 11.1% 86% 334 21.26%
WA
2957
WealthTrust Axiom
Pennsylvania
$244M -$52M -18% 15.2% 125% 236 10.17%
HR
2958
Hardy Reed
Mississippi
$244M 12.6% 69.7% 57
W
2959
Wealthquest
Ohio
$244M 9.06% 52.1% 132
LLL
2960
Lynrock Lake LP
New York
$244M 4.13% 21.2% 21
ADL
2961
Asset Dedication LLC
California
$244M -$22.5M -8% 10.5% 67.8% 684 21.2%
IFWM
2962
Institute for Wealth Management
Colorado
$244M -$52.7M -18% 15.4% 137% 361 68.7%
AMG
2963
Asset Management Group
Connecticut
$244M -$51.9M -18% 12.8% 57% 108 6.48%
MWA
2964
Martel Wealth Advisors
Washington
$243M -$19M -7% 8.09% 39.7% 42 16.67%
MCAI
2965
Meritech Capital Associates IV
California
$243M +$182M +299% 5.35% 5 60%
HCG
2966
HNA Capital Group
China
$243M -$96.2M -28% 13.9% 1 0%
WPC
2967
White Pine Capital
Minnesota
$243M -$40.4M -14% 9.89% 143% 235 10.21%
NC
2968
Nexthera Capital
New York
$243M -$279M -54% 20.1% 161% 61 70.49%
HFS
2969
Haverford Financial Services
Pennsylvania
$242M -$39.5M -14% 13.9% 57.9% 81 24.69%
RA
2970
RMR Advisors
Massachusetts
$242M -$25.4M -9% 7.77% 2.17% 126 6.35%
HT
2971
Heritage Trust
Oklahoma
$242M -$36.4M -13% 11.8% 475 10.95%
AIM
2972
AIA Investment Management
Singapore
$242M -$227M -48% 17.1% 63.3% 13 23.08%
PH
2973
Pinnacle Holdings
Oklahoma
$242M -$47.5M -16% 13.7% 79.6% 216 13.43%
MFW
2974
Mosaic Family Wealth
Missouri
$242M -$2.36M -1% 13.8% 85.2% 676 6.36%
AIS
2975
AlphaOne Investment Services
Pennsylvania
$242M -$95.2M -28% 19.8% 77.1% 234 20.09%