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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
MLM
3676
Mount Lucas Management
Pennsylvania
$348M +$64.5M +23% 10.5% 109% 181 50.28%
KV
3677
Kickstand Ventures
New York
$348M +$24.6M +8% 7.75% 51.4% 112 28.57%
FNA
3678
First National Advisers
Nebraska
$347M +$123M +55% 10.9% 87.9% 165 15.15%
HVCM
3679
Hel Ved Capital Management
Hong Kong
$347M +$44.1M +15% 40.6% 1,351% 73 65.75%
SHFA
3680
SC&H Financial Advisors
Maryland
$347M +$46M +15% 10.4% 60.1% 145 15.17%
PT
3681
Plimoth Trust
Massachusetts
$347M +$27.2M +9% 11.2% 94% 161 3.73%
IP
3682
Intellectus Partners
California
$347M +$30.4M +10% 13.8% 157% 274 16.06%
ETS
3683
ESL Trust Services
New York
$347M +$32.8M +10% 10.2% 53.9% 24 16.67%
PFA
3684
Pathway Financial Advisors
Vermont
$346M +$53.7M +18% 8.42% 48.4% 162 16.67%
LRWA
3685
Long Run Wealth Advisors
New York
$346M +$38M +12% 9.47% 50.5% 95 15.79%
DEA
3686
DoubleLine ETF Adviser
Florida
$346M +$67.2M +24% 13.8% 51.6% 241 50.21%
MWM
3687
MinichMacGregor Wealth Management
New York
$346M +$44.2M +15% 13% 119% 112 25.89%
NAMM
3688
NorthStar Asset Management (Massachusetts)
Massachusetts
$346M +$33.3M +11% 12.5% 66.3% 56 7.14%
PWM
3689
Praetorian Wealth Management
California
$346M +$31.2M +10% 9.77% 53.8% 62 45.16%
LMGAM
3690
Liberty Mutual Group Asset Management
Massachusetts
$346M -$14.5M -4% 11.8% 47.9% 123 18.7%
RC
3691
RV Capital
Switzerland
$346M +$18M +5% 23.5% 250% 8 0%
ACM
3692
Ararat Capital Management
Connecticut
$345M +$51.1M +17% 19.8% 99.2% 23 39.13%
AFG
3693
Altiora Financial Group
Ohio
$345M +$130M +60% 7.42% 38.3% 75 25.33%
HIM
3694
HGC Investment Management
Ontario, Canada
$345M +$38.9M +13% 2.47% 33.2% 176 64.77%
CWM
3695
Concentric Wealth Management
California
$344M +$40.9M +13% 11.1% 33.4% 132 15.91%
AFA
3696
Abacus FCF Advisors
Florida
$344M +$156M +83% 14.4% 197% 198 55.05%
MIA
3697
Milestone Investment Advisors
Wisconsin
$344M -$7.26M -2% 9.77% 52.8% 450 73.78%
BHWA
3698
Beacon Harbor Wealth Advisors
Virginia
$344M +$43.7M +15% 9.61% 143% 91 42.86%
FAFC
3699
First American Financial Corporation
California
$344M 9.6% 4
ESB
3700
Essex Savings Bank
Connecticut
$344M +$47.5M +16% 8% 84.5% 271 17.71%