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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
3601
McNamara Financial Services
Massachusetts
$425M -$82.4M -16% 2.51% 42.6% 90 26.67%
EPA
3602
Element Pointe Advisors
Florida
$425M +$14M +3% 2.08% 68.3% 73 10.96%
MAC
3603
Mason & Associates (California)
California
$425M +$24.2M +6% 1.07% 68.5% 120 21.67%
HCM
3604
Harvey Capital Management
Florida
$425M +$24.9M +6% 6.79% 147% 87 20.69%
VWS
3605
Virtus Wealth Solutions
New Jersey
$424M 15.9% 46
PA
3606
Parkside Advisors
California
$424M +$3.2M +0.8% 1.05% 36.7% 84 7.14%
TNA
3607
True North Advisors
Texas
$424M +$42M +11% 0.95% 86.9% 235 42.55%
KAS
3608
KPP Advisory Services
Kentucky
$424M +$7.39M +2% 2.38% 77.9% 273 10.26%
GCM
3609
Glynn Capital Management
California
$424M -$12.7M -3% 11.6% 218% 53 16.98%
FCFC
3610
First Commonwealth Financial Corp
Pennsylvania
$424M +$6.33M +2% 1.09% 72.9% 230 16.52%
WRPWM
3611
Werba Rubin Papier Wealth Management
California
$424M -$2.39M -0.6% 0.17% 67% 213 17.84%
NB
3612
Nicolet Bankshares
Wisconsin
$424M +$10.9M +3% 0.71% 75.5% 205 6.34%
AACP
3613
Advantage Alpha Capital Partners
California
$423M -$15.9M -4% 3.54% 79.2% 184 26.63%
TAM
3614
Talos Asset Management
New York
$423M 7.75% 21
AFFA
3615
ALM First Financial Advisors
Texas
$423M +$19.5M +5% 2.24% 43.5% 27 14.81%
SCM
3616
Stordahl Capital Management
Colorado
$423M +$2.37M +0.6% 0.91% 50.1% 62 19.35%
AMG
3617
Advisors Management Group
Wisconsin
$423M -$621K -0.1% 0.8% 125% 158 6.33%
TGAM
3618
TBH Global Asset Management
Tennessee
$422M -$36.2M -8% 1.74% 70.7% 237 8.44%
BHBT
3619
Burke & Herbert Bank & Trust
Virginia
$422M -$8.3M -2% 0.8% 67.8% 234 5.56%
CMI
3620
Clare Market Investments
Texas
$421M +$39.8M +10% 13.1% 171 25.15%
TCM
3621
Towneley Capital Management
California
$421M -$20.5M -5% 1.22% 49 28.57%
BEP
3622
Bluescape Energy Partners
Texas
$421M -$17.3M -4% 5.33% 57.9% 5 0%
LMGAM
3623
Liberty Mutual Group Asset Management
Massachusetts
$420M -$240M -36% 3.4% 47.9% 55 83.64%
CRWM
3624
Castle Rock Wealth Management
California
$420M +$752K +0.2% 4.98% 105% 262 18.7%
PC
3625
ParaFi Capital
New York
$420M 41.9% 11