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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
3301
Lynch & Associates
Indiana
$473M +$29.2M +7% 7.53% 62.9% 122 4.1%
OP
3302
Oldfield Partners
United Kingdom
$473M -$56.2M -11% 10.5% 90.3% 30 3.33%
FPFS
3303
First Personal Financial Services
North Carolina
$473M +$30.7M +7% 8.67% 31.5% 592 42.74%
LC
3304
Lincoln Capital
Nebraska
$473M +$24.7M +6% 7.81% 63.8% 114 6.14%
TCOTS
3305
Trust Company of the South
North Carolina
$472M +$49.9M +12% 8% 128 10.94%
SIGI
3306
Susquehanna International Group (Ireland)
Ireland
$472M +$73.3M +18% 7.74% 5.26% 149 74.5%
MIP
3307
Marietta Investment Partners
Wisconsin
$471M +$15.8M +3% 5.35% 160% 169 9.47%
CF
3308
Convergence Financial
Missouri
$471M +$92.7M +25% 5.71% 62.3% 164 14.63%
BRA
3309
Bender Robert & Associates
California
$471M +$15.6M +3% 5.24% 116% 80 100%
GA
3310
GFS Advisors
Texas
$470M -$150M -24% 5.8% 97.9% 203 46.31%
PPW
3311
Pasadena Private Wealth
California
$470M +$37.3M +9% 5.29% 53% 159 13.21%
WIM
3312
Westside Investment Management
California
$470M +$32.7M +7% 8.46% 114% 1,030 8.06%
WCA
3313
Waypoint Capital Advisors
Minnesota
$470M +$69.5M +17% 10% 50.3% 130 9.23%
NYLIC
3314
New York Life Insurance Company
New York
$470M +$71.9M +18% 5.42% 61.5% 4 0%
WCWM
3315
Wooster Corthell Wealth Management
Connecticut
$469M +$27M +6% 5.76% 39.1% 52 1.92%
ARG
3316
Advisory Resource Group
Oklahoma
$468M +$25.2M +6% 3.97% 66.5% 164 9.15%
GPWA
3317
Great Point Wealth Advisors
Massachusetts
$468M +$30.7M +7% 6.97% 61 11.48%
IA
3318
IFG Advisors
Missouri
$468M +$44.7M +11% 7.22% 71.6% 143 8.39%
CIM
3319
Contravisory Investment Management
Massachusetts
$468M +$16M +4% 8.82% 129% 408 31.13%
CFMC
3320
Curbstone Financial Management Corp
New Hampshire
$467M +$7.04M +2% 6.91% 63.3% 207 9.66%
BTWM
3321
Brass Tax Wealth Management
Ohio
$467M -$43.6M -9% 5.69% 241 37.34%
IAM
3322
Iridian Asset Management
Connecticut
$467M +$24M +5% 3.59% 82.5% 55 10.91%
GAM
3323
Gould Asset Management
California
$467M +$33.3M +8% 5.96% 42.8% 170 7.06%
NHT
3324
New Hampshire Trust
New Hampshire
$467M +$28.4M +6% 7.52% 75.9% 178 3.93%
MWM
3325
MinichMacGregor Wealth Management
New York
$467M +$56.9M +14% 8.58% 119% 122 19.67%