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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
TWA
3101
TCI Wealth Advisors
Arizona
$239M +$14.3M +6% 8.85% 54.5% 1,699 13.18%
LIM
3102
Lagoda Investment Management
New York
$239M -$1.49M -0.6% 12.2% 193% 37 5.41%
ACM
3103
Aquilo Capital Management
California
$239M +$118M +97% 8.21% 6.84% 15 26.67%
BPGAM
3104
BTG Pactual Global Asset Management
Bermuda
$239M -$108M -31% 6.11% 88.9% 101 69.31%
CA
3105
Cynosure Advisors
Utah
$238M -$129M -35% 3.01% 222 94.14%
MP
3106
Mediatel Partners
Texas
$238M +$16.5M +7% 7.48% 22.9% 2 0%
MFS
3107
McNamara Financial Services
Massachusetts
$237M +$10.2M +4% 2.16% 42.6% 41 4.88%
BCA
3108
Berman Capital Advisors
Georgia
$237M -$50M -17% 3.93% 48.2% 132 29.55%
SHWM
3109
Smith & Howard Wealth Management
Georgia
$237M +$9.59M +4% 4.33% 33.6% 49 8.16%
BL
3110
BFSG LLC
California
$237M +$9.6M +4% 7.33% 81.9% 144 27.78%
FSA
3111
Financial Sense Advisors
California
$237M +$93.4M +65% 5.34% 149% 81 46.91%
MIRH
3112
Madison International Realty Holdings
New York
$236M -$21M -8% 0.13% 10 20%
GMA
3113
Goldstein Munger & Associates
California
$236M -$871K -0.4% 3.79% 11.9% 38 13.16%
MCM
3114
McRae Capital Management
New Jersey
$236M -$3.08M -1% 7.63% 59.2% 101 8.91%
IWA
3115
Inspirion Wealth Advisors
Illinois
$236M +$23.5M +11% 7.09% 47% 79 8.86%
SCM
3116
Southport Capital Management
Tennessee
$236M +$13.9M +6% 6.28% 80% 650 72.46%
TWMP
3117
Taylor Wealth Management Partners
Massachusetts
$235M +$10.3M +5% 11.9% 62% 160 21.88%
CCM
3118
Cutler Capital Management
Massachusetts
$234M -$3.17M -1% 0.12% 34% 94 17.02%
HA
3119
Harfst & Associates
Wyoming
$234M -$2.65M -1% 5.07% 70.3% 93 16.13%
BM
3120
Brandywine Managers
Delaware
$234M -$17.3M -7% 5.57% 53.1% 36 11.11%
MC
3121
Muhlenkamp & Co
Pennsylvania
$234M -$28.3M -11% 7.72% 121% 38 15.79%
DVC
3122
Deer VIII & Co
New York
$234M +$65.2M +39% 38.7% 1 0%
BBPWM
3123
Blue Bell Private Wealth Management
Pennsylvania
$233M +$13.2M +6% 5.62% 53.3% 238 10.5%
BAM
3124
Broadmark Asset Management
California
$233M +$75.3M +48% 7.17% 39.6% 5 60%
DW
3125
Domani Wealth
Pennsylvania
$233M +$15.3M +7% 5.29% 48.6% 113 15.04%