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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
LA
3176
Lifeworks Advisors
Michigan
$509M +$150M +42% 6.61% 80.4% 303 29.37%
GM
3177
Granger Management
New York
$508M -$91.5M -15% 5.52% 69.9% 23 4.35%
MCM
3178
Mengis Capital Management
Oregon
$508M +$14.9M +3% 5.35% 91.8% 190 8.95%
TC
3179
TAP Consulting
Missouri
$508M +$34.1M +7% 6.27% 3.08% 165 11.52%
MCM
3180
Morton Capital Management
California
$508M +$86.8M +21% 6.22% 65.8% 117 20.51%
MFS
3181
McNamara Financial Services
Massachusetts
$508M +$34.9M +7% 5.78% 42.6% 87 12.64%
SGA
3182
Strategic Global Advisors
California
$507M +$29M +6% 7.41% 137% 159 26.42%
SPG
3183
Strategic Planning Group
Utah
$507M +$49.7M +11% 8.16% 78 3.85%
DAM
3184
Deltec Asset Management
New York
$507M -$15.7M -3% 3.38% 128% 190 37.89%
MB
3185
Mizuho Bank
Japan
$507M +$85.7M +20% 5.48% 99.8% 119 53.78%
SFPM
3186
Sensible Financial Planning & Management
Massachusetts
$507M +$43.7M +9% 4.75% 24.5% 53 49.06%
CFS
3187
Commonwealth Financial Services
West Virginia
$506M +$19.2M +4% 4.46% 58.2% 205 12.2%
IWP
3188
Insight Wealth Partners
Texas
$506M -$71.7M -12% 4.83% 63.2% 103 14.56%
AIA
3189
Allied Investment Advisors
Montana
$505M +$78.7M +18% 8.64% 60.6% 78 10.26%
GS
3190
Gagnon Securities
New York
$504M +$60.4M +14% 18.5% 129% 108 15.74%
B
3191
Bellecapital
Switzerland
$504M +$32.4M +7% 9.07% 128% 168 17.26%
NCM
3192
Noesis Capital Mangement
Florida
$504M +$52.8M +12% 6.82% 128% 121 15.7%
PCA
3193
Providence Capital Advisors
North Carolina
$504M +$44.8M +10% 5.78% 47.4% 377 11.94%
MCM
3194
Mason Capital Management
New York
$503M -$35.6M -7% 8.47% 18.5% 7 28.57%
SRL
3195
Scientech Research LLC
New Jersey
$502M +$16.7M +3% 9.74% 896 71.21%
CCP
3196
Clifford Capital Partners
Utah
$502M +$42.4M +9% 11.4% 77.3% 59 15.25%
ACM
3197
Armbruster Capital Management
New York
$502M +$20.4M +4% 7.15% 64.3% 133 13.53%
BCP
3198
BDT Capital Partners
Illinois
$502M +$111M +28% 28% 25.5% 2 0%
SOAMC
3199
Spirit of America Management Corp
New York
$502M +$8.73M +2% 5.14% 110% 317 2.84%
HWM
3200
Horizon Wealth Management
Illinois
$501M +$81.2M +19% 5.42% 97.2% 91 15.38%