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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
MA
2976
MJP Associates
Connecticut
$557M +$29.1M +6% 2.33% 50.4% 249 23.69%
EIM
2977
Essex Investment Management
Massachusetts
$556M -$17.5M -3% 12% 272% 322 10.87%
TWM
2978
Thrive Wealth Management
Pennsylvania
$556M +$11.1M +2% 1.79% 73.8% 226 18.58%
KLI
2979
Kelman-Lazarov Inc
Tennessee
$556M -$25.7M -4% 1.6% 39.9% 113 7.08%
OBWP
2980
O'Brien Wealth Partners
Massachusetts
$555M +$45.1M +9% 0.26% 56.7% 70 10%
PWA
2981
Peterson Wealth Advisors
Utah
$555M +$25.6M +5% 0.88% 38.9% 88 11.36%
OQS
2982
Occudo Quantitative Strategies
Florida
$555M +$5.88M +1% 3.11% 67.4% 1,018 69.94%
LA
2983
Lifeworks Advisors
Michigan
$554M +$45.4M +9% 1.96% 53.8% 325 14.77%
SA
2984
Strategic Advisors
New York
$554M +$17.7M +3% 5.53% 87.3% 219 17.81%
SFM
2985
Sphera Funds Management
Israel
$553M -$75.2M -12% 0.94% 218% 133 33.08%
ERWM
2986
Elk River Wealth Management
Colorado
$552M +$2.49M +0.5% 1.33% 68% 102 7.84%
DCA
2987
DSG Capital Advisors
Minnesota
$552M 3.77% 122
MCP
2988
Mirador Capital Partners
California
$552M -$4.12M -0.7% 2.45% 102% 211 15.17%
FFWA
2989
FRG Family Wealth Advisors
Washington
$551M -$7.89M -1% 2.91% 76.4% 150 5.33%
FRM
2990
Fox Run Management
Connecticut
$551M +$101M +23% 1.23% 44.8% 1,228 70.6%
HCP
2991
Hexagon Capital Partners
Arkansas
$550M +$38.7M +8% 5.71% 102% 1,905 20.68%
GWA
2992
Geometric Wealth Advisors
District of Columbia
$550M +$9.13M +2% 2.48% 51.9% 68 2.94%
UCMOK
2993
United Capital Management of KS
Kansas
$550M +$89.8M +20% 17.2% 231% 96 21.88%
BAM
2994
Bell Asset Management
Australia
$549M +$3.24M +0.6% 1.89% 29.1% 71 19.72%
CA
2995
Capital Advantage
California
$549M +$26.9M +5% 3.31% 44.4% 135 63.7%
FA
2996
Fountainhead AM
New Jersey
$548M +$71.4M +15% 1.79% 50% 177 20.9%
LGA
2997
Lebenthal Global Advisors
New York
$548M +$55M +11% 0.35% 50.8% 214 26.17%
BBL
2998
Beck Bode LLC
Massachusetts
$547M +$16.1M +3% 5.81% 128% 129 36.43%
PGA
2999
Pilgrim Global Advisors
Nevada
$547M -$106M -16% 16.1% 5 20%
BGC
3000
Blue Grotto Capital
Georgia
$547M +$8.75M +2% 13.5% 283% 32 37.5%