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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
MAM
3076
Marotta Asset Management
Virginia
$414M -$2.94M -0.7% 1.56% 45.7% 105 6.67%
HCM
3077
Hutchinson Capital Management
California
$414M +$10.3M +3% 0.12% 46.5% 71 4.23%
NCM
3078
Nellore Capital Management
California
$413M +$97.8M +31% 4.8% 79.3% 27 18.52%
IP
3079
Intellectus Partners
California
$413M -$30.3M -7% 2.82% 111% 291 12.03%
AC
3080
Athos Capital
Hong Kong
$413M -$86.4M -17% 1.14% 82.2% 179 31.28%
JSAM
3081
J. Safra Asset Management
New York
$413M +$206M +99% 0.8% 68.9% 36 41.67%
WCP
3082
Welch Capital Partners
New York
$413M -$12.1M -3% 1.24% 66.3% 22 9.09%
CP
3083
Corbenic Partners
Pennsylvania
$412M +$30.8M +8% 0.51% 312 22.76%
BC
3084
Brio Consultants
California
$412M +$20.7M +5% 0.4% 35.6% 77 5.19%
LSPW
3085
Lake Street Private Wealth
Illinois
$412M +$18.9M +5% 0.51% 77% 240 15%
SIG
3086
Sargent Investment Group
Maryland
$412M -$9.71M -2% 1.25% 105% 220 14.09%
CAC
3087
Certified Advisory Corp
Florida
$412M +$13.8M +3% 0.65% 58.2% 252 19.44%
CFFP
3088
Center for Financial Planning
Michigan
$411M +$4.98M +1% 0.58% 57.5% 545 11.74%
HFS
3089
Haverford Financial Services
Pennsylvania
$411M +$1.82M +0.4% 0.58% 57.8% 72 13.89%
TFS
3090
Thoroughbred Financial Services
Tennessee
$411M +$11.7M +3% 0.19% 121% 332 14.76%
DOA
3091
D'Orazio & Associates
Virginia
$411M +$22.9M +6% 5.2% 61.2% 795 53.21%
HWCM
3092
Hudson Way Capital Management
Texas
$411M +$14.8M +4% 4.61% 57.5% 19 21.05%
CA
3093
Cambridge Advisors
Nebraska
$410M -$3.05M -0.7% 1.09% 52.9% 179 4.47%
BB
3094
Berkshire Bank
Massachusetts
$410M -$4.03M -1% 0.01% 70% 128 5.47%
KFAA
3095
Klaas Financial Asset Advisors
Illinois
$410M +$12.1M +3% 0.8% 36.2% 91 10.99%
PAG
3096
Private Advisory Group
Washington
$410M +$12.7M +3% 1.44% 134% 151 37.09%
BSPF
3097
British Steel Pension Fund
United Kingdom
$410M -$19.3M -5% 2.93% 29.7% 23 0%
WAM
3098
Wilsey Asset Management
California
$410M +$34.3M +9% 3.3% 55% 31 19.35%
WIC
3099
Wilkins Investment Counsel
Massachusetts
$409M +$2.6M +0.6% 2.51% 44.5% 79 5.06%
SF
3100
Susquehanna Foundation
Pennsylvania
$409M -$45.9M -10% 4.52% 36.7% 5 0%