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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
MWM
3301
MinichMacGregor Wealth Management
New York
$567M +$14.8M +3% 4.47% 119% 162 32.1%
BCMLT
3302
Beacon Capital Management LLC (Tennessee)
Tennessee
$567M -$78.4M -12% 4.35% 72% 178 17.98%
SAM
3303
Satovsky Asset Management
New York
$566M +$50.5M +10% 1.14% 48.9% 75 6.67%
EL
3304
Essex LLC
Illinois
$566M +$1.86M +0.3% 0.06% 89.1% 187 9.09%
GWI
3305
Grace & White Inc
New York
$566M +$5.37M +1% 3.66% 61.5% 138 2.17%
FG
3306
Foresight Group
United Kingdom
$566M -$98.2M -15% 4.38% 65 20%
ANB
3307
Amarillo National Bank
Texas
$566M -$3.13M -0.5% 1.25% 56.3% 94 18.09%
SFO
3308
Stenger Family Office
Illinois
$566M +$81.7M +17% 2.91% 124 25%
GPTE
3309
Generali Powszechne Towarzystwo Emerytalne
Poland
$566M -$19.1M -3% 6.16% 140% 33 24.24%
PEP
3310
Providence Equity Partners
Rhode Island
$565M -$106M -16% 4.15% 10.6% 3 0%
OC
3311
Opal Capital
Florida
$565M +$164M +41% 5.39% 245 66.12%
LC
3312
Lavaca Capital
Texas
$564M -$54.3M -9% 6.18% 32% 303 11.55%
KBG
3313
Kahn Brothers Group
New York
$564M -$638K -0.1% 3.31% 38.1% 55 14.55%
AHSW
3314
Adventist Health System West
California
$564M -$31M -5% 2.11% 49% 13 38.46%
PSC
3315
Patient Square Capital
California
$564M +$96.5M +21% 18.2% 328% 35 37.14%
TCP
3316
ThornTree Capital Partners
Massachusetts
$564M -$34.4M -6% 3.8% 206% 19 36.84%
KF
3317
KKM Financial
Illinois
$563M -$133K -0% 1.49% 170 1.18%
AAS
3318
Asset Allocation Strategies
Michigan
$563M +$22.6M +4% 0.55% 44.8% 181 18.23%
AMCA
3319
Arthur M. Cohen & Associates
Illinois
$563M -$49.9M -8% 6.21% 97.1% 133 7.52%
GWAG
3320
Garrett Wealth Advisory Group
Texas
$562M +$33.3M +6% 3.5% 66.1% 143 23.08%
PDL
3321
Portfolio Design Labs
California
$562M -$44.2M -7% 1.44% 241 19.5%
AC
3322
Addison Capital
Pennsylvania
$562M +$162M +40% 0.18% 59.7% 185 24.86%
FGAM
3323
Financial Gravity Asset Management
Texas
$562M +$42.5M +8% 0.66% 1,031 29.19%
MCM
3324
Maytus Capital Management
New York
$562M +$139M +33% 4.41% 267% 90 63.33%
KFI
3325
Key Financial Inc
Pennsylvania
$562M +$13.9M +3% 0.27% 55.5% 1,483 8.9%