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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
GG
3426
Gleason Group
Kentucky
$319M +$28.6M +10% 8.52% 64% 243 9.88%
SL
3427
SWF LLC
Nebraska
$319M +$29.5M +10% 15.2% 87.4% 2 0%
SPA
3428
Sentinel Pension Advisors
Massachusetts
$319M +$32M +11% 5.33% 46.5% 90 13.33%
CMA
3429
Cedar Mountain Advisors
Oregon
$319M +$18.2M +6% 6.48% 53.8% 329 7.9%
ACM
3430
Altrius Capital Management
North Carolina
$319M +$56.4M +22% 15.6% 43.8% 94 7.45%
MIM
3431
Martin Investment Management
Florida
$319M +$33M +12% 11.7% 44.7% 51 13.73%
PG
3432
Patten Group
Tennessee
$318M +$27.3M +9% 10.4% 88.1% 245 8.57%
RPSA
3433
Richard P. Slaughter Associates
Texas
$318M +$79.1M +33% 10.3% 51% 138 20.29%
PW
3434
Peninsula Wealth
California
$318M +$34.5M +12% 10.5% 30% 77 12.99%
UF
3435
Univest Financial
Pennsylvania
$318M +$11.8M +4% 10.1% 82.6% 110 13.64%
MSA
3436
Marino Stram & Associates
Massachusetts
$317M +$40.3M +15% 11.1% 63.6% 156 12.18%
GF
3437
Goodman Financial
Texas
$317M +$18.8M +6% 8.93% 52.5% 51 21.57%
NAMP
3438
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$317M +$17M +6% 6.96% 73.1% 143 4.9%
RP
3439
Rice Partnership
Hawaii
$317M +$5.42M +2% 8.51% 123% 129 17.05%
BIA
3440
Barry Investment Advisors
Massachusetts
$317M +$24.8M +9% 9.46% 57.9% 118 11.86%
JHCM
3441
Juniper Hill Capital Management
California
$316M +$124M +64% 2.71% 33.6% 5 20%
MCG
3442
McCollum Christoferson Group
New York
$316M +$17.1M +6% 6.77% 47.8% 68 13.24%
SCP
3443
Stamos Capital Partners
California
$316M -$77.2M -20% 13.1% 36.7% 193 40.41%
SRF
3444
Silver Rock Financial
California
$316M -$141M -31% 1.52% 2.58% 252 38.1%
GF
3445
Greenfield FTC
Nevada
$316M +$23M +8% 7.37% 67.1% 4 0%
HIG
3446
Heritage Investment Group
Florida
$315M +$153M +94% 7.5% 51.2% 81 12.35%
EPM
3447
Equitec Proprietary Markets
Illinois
$315M -$64.1M -17% 8.03% 527% 323 47.99%
TS
3448
Tamar Securities
California
$315M +$2.63M +0.8% 5.64% 84.8% 60 20%
MSWM
3449
McGlone Suttner Wealth Management
Wisconsin
$315M 8.8% 56% 132
SCM
3450
Stanley Capital Management
Texas
$315M +$26.3M +9% 14.6% 158% 45 15.56%