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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
BFA
1426
Beaumont Financial Advisors
Massachusetts
$933M +$320M +52% 11.9% 69.4% 245 25.71%
LCM
1427
Lomas Capital Management
New York
$931M +$179M +24% 15.9% 66.3% 46 58.7%
MG
1428
Magnolia Group
Nebraska
$931M +$292M +46% 8.22% 8.9% 10 20%
WS
1429
Wedbush Securities
California
$931M +$148M +19% 13% 79.8% 980 20%
WA
1430
WFM Asia
British Virgin Islands
$928M +$355M +62% 42.5% 14.1% 11 9.09%
GAM
1431
Goldentree Asset Management
New York
$926M +$292M +46% 16.2% 41.1% 32 40.63%
BFO
1432
Boston Family Office
Massachusetts
$925M +$121M +15% 15.6% 44.4% 255 4.71%
IHL
1433
Investment House LLC
California
$925M +$123M +15% 16.6% 103% 185 11.89%
PM
1434
Pembroke Management
Quebec, Canada
$925M +$191M +26% 21.1% 94.8% 69 27.54%
ST
1435
Smithfield Trust
Pennsylvania
$923M +$65.7M +8% 8.73% 39.8% 973 5.96%
WFMPM
1436
Woodley Farra Manion Portfolio Management
Indiana
$923M +$100M +12% 15.9% 66.5% 81 8.64%
P
1437
Pitcairn
Pennsylvania
$921M +$18.2M +2% 13% 111% 544 25%
UR
1438
USCA RIA
Texas
$919M +$168M +22% 12.1% 60.6% 474 21.52%
BTP
1439
Bloom Tree Partners
New York
$919M -$312M -25% 13% 20.4% 38 47.37%
DJSG
1440
D.J. St. Germain
Massachusetts
$918M +$75.5M +9% 10.3% 65.3% 186 8.6%
VWM
1441
Valley Wealth Managers
New Jersey
$917M +$152M +20% 13.2% 80.1% 217 31.34%
MAFM
1442
Mid Atlantic Financial Management
Pennsylvania
$917M +$111M +14% 11.3% 45.6% 776 17.65%
SCA
1443
Snowden Capital Advisors
New York
$916M +$146M +19% 13.7% 84.2% 516 14.34%
AAM
1444
AO Asset Management
New York
$914M +$178M +24% 23.6% 127% 38 34.21%
CCWA
1445
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$914M -$89.9M -9% 8.59% 42.3% 142 28.87%
PCM
1446
Parsons Capital Management
Rhode Island
$914M +$100M +12% 13.7% 84.9% 350 6%
PP
1447
Patten & Patten
Tennessee
$912M +$96.4M +12% 13.8% 63.8% 230 4.35%
ACP
1448
Ashfield Capital Partners
California
$911M +$144M +19% 15.8% 48.8% 246 5.69%
SBCM
1449
Schwerin Boyle Capital Management
Massachusetts
$911M +$114M +14% 13.3% 74.8% 62 17.74%
SGCIA
1450
Smith Graham & Co Investment Advisors
Texas
$910M +$93.9M +11% 16.7% 56.9% 133 3.01%