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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
MC
3001
McMorgan & Co
California
$458M 3.43% 30.1% 39
MWM
3002
Minot Wealth Management
Massachusetts
$458M +$66M +17% 8.63% 233 26.61%
T
3003
TRUADVICE
Florida
$458M +$120M +35% 5.73% 21.6% 327 24.77%
PHP
3004
Parkman Healthcare Partners
Connecticut
$457M +$26.6M +6% 11.2% 306% 99 33.33%
FPS
3005
Fieldpoint Private Securities
Connecticut
$457M +$28.8M +7% 7.23% 47.2% 1,694 8.68%
OAM
3006
Oberweis Asset Management
Illinois
$456M -$32.4M -7% 20.9% 485% 201 34.33%
MCM
3007
Mitchell Capital Management
Kansas
$456M +$45.9M +11% 10.7% 219% 159 9.43%
RIM
3008
Rush Island Management
New York
$456M +$156M +52% 14.6% 15.5% 30 56.67%
CIA
3009
Covington Investment Advisors
Pennsylvania
$455M +$41.5M +10% 8.71% 100% 78 2.56%
SF
3010
Susquehanna Foundation
Pennsylvania
$455M +$22.4M +5% 19% 36.7% 5 0%
CWC
3011
Carolinas Wealth Consulting
North Carolina
$455M +$43.9M +11% 7.08% 24.6% 1,033 11.04%
XF
3012
XML Financial
Maryland
$455M +$44.3M +11% 6.07% 69.5% 231 9.09%
MAM
3013
Marquette Asset Management
Minnesota
$454M +$40.3M +10% 8.11% 63.5% 255 12.94%
CC
3014
Carrhae Capital
United Kingdom
$454M +$96.8M +27% 3.98% 159% 20 60%
RTS
3015
Round Table Services
New Jersey
$454M +$41M +10% 5.97% 16.1% 138 19.57%
WDL
3016
Well Done LLC
Michigan
$454M +$18.2M +4% 5.61% 77% 182 12.09%
GSWM
3017
Golden State Wealth Management
California
$454M +$150M +50% 6.92% 313 38.34%
MWM
3018
Madison Wealth Management
Ohio
$453M +$44.8M +11% 9.81% 35.1% 147 7.48%
WC
3019
Walthausen & Co
New York
$453M -$21.4M -5% 3.68% 63.3% 158 18.99%
LOPW
3020
Live Oak Private Wealth
North Carolina
$453M +$45.6M +11% 5.53% 65% 165 7.88%
ACP
3021
Aveo Capital Partners
Colorado
$453M +$55.7M +14% 5.7% 19.1% 280 23.21%
KA
3022
KLCM Advisors
Wisconsin
$452M +$11M +3% 2.63% 122% 119 17.65%
FTC
3023
Farmers Trust Company
Ohio
$452M +$17.5M +4% 7.01% 73.5% 174 7.47%
FWM
3024
Foresight Wealth Management
Utah
$451M +$57.1M +14% 5.61% 19.1% 142 19.72%
BCP
3025
Berylson Capital Partners
Massachusetts
$451M +$40.4M +10% 4.97% 57.7% 75 46.67%