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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 Avg Holding
Period (Yrs)
McNamara Financial Services
3176
McNamara Financial Services
Massachusetts
$219M +$2.46M +1% 0.28% 42.6% 39 0% 1.7
Crestone Asset Management
3177
Crestone Asset Management
Colorado
$219M +$18.1M +9% 0.73% 6.65% 46 8.7% 1.4
Clarius Group LLC
3178
Clarius Group LLC
Washington
$219M -$4.8M -2% 0.18% 92.1% 70 11.43% 1.7
FCT
3179
Family Capital Trust
Massachusetts
$219M +$6.65M +3% 9.25% 39.1% 60 3.33% 3.4
OA
3180
Outfitter Advisors
Virginia
$219M -$78.9M -26% 1.74% 35.6% 142 14.08% 3.6
Rainier Group Investment Advisory
3181
Rainier Group Investment Advisory
Washington
$219M +$18.2M +9% 1.07% 41.4% 50 24% 1
Stockman Wealth Management
3182
Stockman Wealth Management
Montana
$219M -$4.11M -2% 2.71% 73.5% 158 9.49% 1.7
GCM
3183
Grisanti Capital Management
New York
$218M -$25.1M -10% 3.13% 17.9% 79 25.32% 1.9
Bridgeworth
3184
Bridgeworth
Alabama
$218M +$104M +91% 0.97% 19.3% 150 66% 0.3
Edinburgh Partners
3185
Edinburgh Partners
United Kingdom
$218M -$160M -42% 4.33% 39.2% 23 47.83% 1.9
PCM
3186
Pennant Capital Management
New Jersey
$218M -$886M -80% 1.47% 35.2% 34 41.18% 1.5
Omnia Family Wealth
3187
Omnia Family Wealth
Florida
$218M -$695K -0.3% 0.89% 80.6% 653 12.25% 1.1
McAdam LLC
3188
McAdam LLC
Pennsylvania
$218M +$76.2M +54% 1.28% 65.4% 837 93.67% 0.1
AWW
3189
Alan W. Weber
$218M -$10.8M -5% 16.2% 191% 71 5.63% 2.2
FNBOMD
3190
First National Bank of Mount Dora
Florida
$218M -$9.5M -4% 1.48% 96.2% 100 8% 2.7
CBTWT
3191
Community Bank & Trust (Waco, Texas)
Texas
$218M -$11.1M -5% 2.26% 124% 135 5.93% 1.9
Founders Capital Management (Connecticut)
3192
Founders Capital Management (Connecticut)
Connecticut
$218M -$8.27M -4% 1.88% 99.9% 55 10.91% 3.3
Beck Capital Management
3193
Beck Capital Management
Texas
$217M -$9.8M -4% 2.16% 291% 130 30.77% 1.2
YorkBridge Wealth Partners
3194
YorkBridge Wealth Partners
New York
$217M +$10.1M +5% 1.16% 36.5% 917 9.05% 1.1
Nuveen Fund Advisors
3195
Nuveen Fund Advisors
Illinois
$217M -$128M -37% 1.23% 52.3% 311 19.94% 1.6
MGO One Seven
3196
MGO One Seven
Ohio
$217M +$829K +0.4% 0.26% 90.7% 1,977 11.63% 0.2
Keating Investment Counselors
3197
Keating Investment Counselors
Florida
$217M -$18.4M -8% 4.12% 50% 65 0% 3.8
MM
3198
Meridian Management
Arkansas
$217M +$2.51M +1% 1.07% 57.8% 77 7.79% 2.8
Chesapeake Wealth Management
3199
Chesapeake Wealth Management
Virginia
$217M – – 0.5% 65.9% 178 – 0
Athanor Capital
3200
Athanor Capital
New York
$216M +$4.04M +2% 0.44% 171% 90 85.56% 0