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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
GDP
3426
Great Diamond Partners
Maine
$301M -$58.5M -16% 13% 78.6% 231 20.78%
IB
3427
Iyo Bank
Japan
$301M -$37.6M -11% 18.8% 96.3% 39 15.38%
HWMA
3428
Heritage Wealth Management (Arizona)
Arizona
$300M -$69.6M -19% 12.6% 1,079 15.11%
RGC
3429
Roberts, Glore & Co
Illinois
$300M -$46.7M -13% 12.9% 59.4% 205 8.78%
OH
3430
Oikos Holdings
New York
$300M -$21.1M -7% 15.1% 5.54% 8 12.5%
FCA
3431
FLC Capital Advisors
California
$300M -$56.3M -16% 10.5% 59.3% 166 11.45%
CCM
3432
Cobalt Capital Management
New Jersey
$300M -$31.1M -9% 14.3% 180% 51 56.86%
AL
3433
AIP LLC
New York
$300M -$69.7M -19% 18.9% 86.8% 1 0%
MCCP
3434
Mission Creek Capital Partners
California
$299M -$75.6M -20% 15% 121% 235 14.04%
HI
3435
Hudock Inc
Pennsylvania
$299M -$61M -17% 13.2% 48.3% 836 5.98%
EGWAG
3436
Elwood & Goetz Wealth Advisory Group
Georgia
$299M -$23.2M -7% 11.1% 40.7% 70 22.86%
TCPWM
3437
Traverso Chambers Private Wealth Management
California
$299M -$36.3M -11% 8.9% 16.4% 109 4.59%
MCM
3438
MKP Capital Management
New York
$299M +$154M +107% 16% 57.5% 8 100%
FC
3439
Franchise Capital
Cayman Islands
$299M -$64.8M -18% 21.3% 537% 27 44.44%
MLM
3440
Mount Lucas Management
Pennsylvania
$299M -$44.7M -13% 8.86% 84.4% 138 54.35%
TFA
3441
Tobias Financial Advisors
Florida
$298M +$7.88M +3% 12% 35.5% 91 21.98%
BBPWM
3442
Blue Bell Private Wealth Management
Pennsylvania
$298M -$55.2M -16% 15.9% 53.3% 938 11.83%
SPA
3443
Sentinel Pension Advisors
Massachusetts
$298M +$2.65M +0.9% 9.9% 46.5% 98 19.39%
TF
3444
TRH Financial
Iowa
$297M -$43.3M -13% 12.2% 79 12.66%
TB
3445
Terril Brothers
Missouri
$297M -$193M -39% 12.7% 94.4% 65 23.08%
GU
3446
Georgetown University
District of Columbia
$297M -$94.8M -24% 15.1% 73.1% 26 7.69%
AFG
3447
American Financial Group
Ohio
$297M -$31.7M -10% 16.9% 32.3% 92 4.35%
LKIM
3448
Lawson Kroeker Investment Management
Nebraska
$297M -$21.1M -7% 8.52% 64.5% 64 9.38%
GWMIA
3449
Global Wealth Management Investment Advisory
Florida
$297M -$39.2M -12% 12.2% 67.5% 556 12.23%
CWM
3450
Concentric Wealth Management
California
$296M -$49.5M -14% 12.8% 33.4% 127 7.87%