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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
MFS
3401
McNamara Financial Services
Massachusetts
$538M +$33.6M +7% 5.79% 42.6% 95 3.16%
LWP
3402
LMG Wealth Partners
Louisiana
$538M +$51.1M +10% 8.99% 88.9% 153 10.46%
RIS
3403
Richmond Investment Services
Wisconsin
$537M +$63.9M +13% 9.7% 232 14.22%
KI
3404
Kapitalo Investimentos
Brazil
$537M +$75.7M +16% 5.37% 64% 148 76.35%
GG
3405
GenWealth Group
New Jersey
$537M +$41.2M +8% 7.24% 67.8% 75 6.67%
HBCM
3406
Heron Bay Capital Management
Michigan
$536M +$27.5M +5% 6.62% 58.9% 127 24.41%
AFG
3407
Allegheny Financial Group
Pennsylvania
$535M +$84.9M +19% 6.05% 71.1% 274 13.5%
PCM
3408
Permanent Capital Management
Illinois
$535M 6.07% 151
V
3409
VeraBank
Texas
$535M +$36.4M +7% 7.08% 60.6% 193 7.77%
SM
3410
Sciencast Management
New Jersey
$535M +$50.6M +10% 6.53% 72.5% 404 75.99%
CAM
3411
Columbia Asset Management
Michigan
$534M +$25.6M +5% 8.29% 84.4% 176 7.95%
PSAMP
3412
P. Schoenfeld Asset Management (PSAM)
New York
$534M +$128M +31% 43.7% 367% 54 68.52%
SA
3413
Sycale Advisors
New York
$534M +$77.5M +17% 2.13% 31.5% 27 29.63%
SFG
3414
Sovereign Financial Group
Connecticut
$534M +$48.9M +10% 8.97% 90.7% 345 14.49%
LC
3415
Lincoln Capital
Nebraska
$534M +$14.2M +3% 4.98% 63.8% 128 7.03%
OHWA
3416
Oak Hill Wealth Advisors
Virginia
$534M +$51.2M +11% 6.4% 48% 150 4.67%
P8IP
3417
Pier 88 Investment Partners
California
$533M -$4.3M -0.8% 3.58% 36.1% 131 32.82%
RIP
3418
RAM Investment Partners
Washington
$533M +$56.7M +12% 6.31% 53.4% 104 8.65%
WAM
3419
Winslow Asset Management
Ohio
$533M +$37.2M +8% 10.2% 89.9% 78 3.85%
TAM
3420
Third Avenue Management
New York
$533M +$47.8M +10% 13.2% 113% 54 11.11%
GPWA
3421
Great Point Wealth Advisors
Massachusetts
$532M 5.14% 64
SIG
3422
Spinnaker Investment Group
California
$532M +$106M +25% 6.1% 48.6% 159 38.36%
KBG
3423
Kahn Brothers Group
New York
$532M +$33.9M +7% 10.1% 53.4% 55 12.73%
PCMC
3424
Paragon Capital Management (Colorado)
Colorado
$532M -$20M -4% 2.89% 95.2% 222 13.06%
PCTC
3425
Perkins Coie Trust Company
Washington
$532M -$55.6M -9% 8.08% 70.8% 326 26.69%