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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
MCWS
1601
McKinley Carter Wealth Services
West Virginia
$1.73B -$55.4M -3% 0.67% 46.8% 331 9.97%
RMA
1602
Roffman Miller Associates
Pennsylvania
$1.73B -$96.8M -5% 1.67% 68.9% 86 1.16%
PAIM
1603
Punch & Associates Investment Management
Minnesota
$1.73B +$20.3M +1% 4.23% 77.5% 177 20.34%
RIA
1604
Regal Investment Advisors
Michigan
$1.73B +$59.7M +4% 0.53% 53.9% 681 18.36%
OPAM
1605
Ocean Park Asset Management
California
$1.73B -$399M -19% 0.98% 18.9% 98 56.12%
CC
1606
Commodore Capital
New York
$1.73B +$226M +15% 39.1% 2,049% 45 46.67%
GIA
1607
Guyasuta Investment Advisors
Pennsylvania
$1.73B -$25.2M -1% 0.9% 88.9% 277 7.94%
R
1608
Rebalance
California
$1.72B +$11.4M +0.7% 1.15% 43.3% 109 10.09%
SB
1609
Strategic Blueprint
Georgia
$1.72B +$23.4M +1% 0.83% 76.6% 698 15.04%
VCA
1610
Verdence Capital Advisors
Maryland
$1.72B +$30.1M +2% 0.99% 75.2% 760 28.29%
ESBC
1611
E.S. Barr & Co
Kentucky
$1.72B -$202M -11% 8.21% 72.6% 136 22.79%
MSR
1612
Main Street Research
Connecticut
$1.72B -$29.6M -2% 5% 159% 159 25.79%
WJA
1613
Willis Johnson & Associates
Texas
$1.72B +$94.3M +6% 0.05% 41.9% 211 18.96%
OMC
1614
Oasis Management Company
Cayman Islands
$1.72B +$174M +11% 0.61% 409% 121 21.49%
GC
1615
Glenorchy Capital
Australia
$1.72B +$66.1M +4% 27.4% 72 15.28%
LWMT
1616
Legacy Wealth Management (Tennessee)
Tennessee
$1.71B -$20.7M -1% 1.94% 46.9% 31 3.23%
II
1617
Inspire Investing
Idaho
$1.71B +$602M +54% 5.48% 77.1% 1,178 11.88%
BHWM
1618
Bar Harbor Wealth Management
New Hampshire
$1.71B -$21.1M -1% 1.53% 79.2% 271 6.64%
FDP
1619
Financiere des Professionnels
Quebec, Canada
$1.71B -$58.8M -3% 0.31% 441 48.75%
TCM
1620
Traynor Capital Management
Pennsylvania
$1.7B -$168M -9% 3.17% 225% 397 23.43%
SWM
1621
Segment Wealth Management
Texas
$1.7B -$19.9M -1% 1.51% 102% 347 19.6%
ACM
1622
ADAR1 Capital Management
Texas
$1.7B +$337M +25% 8.25% 351 33.9%
RSCM
1623
Rock Springs Capital Management
Maryland
$1.7B -$254M -13% 4.87% 228% 107 14.95%
AAM
1624
Alpine Associates Management
Florida
$1.7B +$193M +13% 17.7% 369% 107 71.96%
SGI
1625
Summit Global Investments
Utah
$1.69B +$3.36M +0.2% 1.28% 47.3% 545 24.04%