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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
HFM
3101
Hartford Financial Management
Connecticut
$378M +$37.8M +11% 12.1% 79.6% 393 7.63%
SF
3102
Symphony Financial
Texas
$378M +$72.2M +24% 8.6% 85.7% 213 23.47%
IAS
3103
IMA Advisory Services
Colorado
$378M +$5.5M +1% 6.68% 74.5% 420 22.86%
NHT
3104
New Hampshire Trust
New Hampshire
$378M 9.78% 75.9% 397
CAM
3105
Centre Asset Management
New York
$378M +$15.5M +4% 11.1% 45.3% 84 27.38%
FAN
3106
Financial Advisors Network
California
$378M +$39.2M +12% 9.85% 131 13.74%
MWA
3107
Monograph Wealth Advisors
California
$378M +$72.6M +24% 9.82% 68% 93 26.88%
MFS
3108
McNamara Financial Services
Massachusetts
$377M +$29.4M +8% 6.51% 42.6% 65 13.85%
PRA
3109
Pine Ridge Advisers
New York
$377M +$54.4M +17% 6.47% 90.1% 27 14.81%
SHIM
3110
Spruce House Investment Management
New York
$377M -$178M -32% 13.4% 863% 7 28.57%
SWP
3111
Summit Wealth Partners
Florida
$377M +$22.5M +6% 5.8% 44.9% 180 15.56%
GA
3112
Greenspring Advisors
Maryland
$377M +$52.3M +16% 8.13% 115 10.43%
AO
3113
Advisor OS
Illinois
$377M +$44.9M +14% 8.32% 61.2% 222 14.41%
DCM
3114
Disciplina Capital Management
Tennessee
$376M -$83.5M -18% 4.43% 30% 55 5.45%
HAM
3115
Honeycomb Asset Management
New York
$376M -$376M -50% 0.19% 49% 47 76.6%
KC
3116
Kingfisher Capital
North Carolina
$376M +$13.2M +4% 7.03% 58.5% 191 21.47%
SAM
3117
Smithbridge Asset Management
Pennsylvania
$376M +$132M +54% 10.8% 136 33.09%
PHP
3118
Parkman Healthcare Partners
Connecticut
$376M +$23.8M +7% 23.8% 306% 101 31.68%
CA
3119
CHI Advisors
New York
$375M +$3.55M +1% 31.8% 88.2% 26 15.38%
PCMC
3120
Paragon Capital Management (Colorado)
Colorado
$375M +$24.9M +7% 3.25% 95.2% 173 24.86%
FA
3121
Fagan Associates
New York
$375M +$17.3M +5% 6.88% 110% 126 8.73%
TI
3122
Truxt Investmentos
Brazil
$375M -$137M -27% 4.57% 16 25%
PWS
3123
Private Wealth Strategies
Ohio
$375M +$32.1M +9% 7.15% 18.8% 83 18.07%
AO
3124
Allen Operations
New York
$374M -$581K -0.2% 4.3% 218% 44 6.82%
SA
3125
Scarborough Advisors
Maryland
$373M +$52.4M +16% 7.42% 58.4% 62 29.03%