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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
IAS
2051
Insigneo Advisory Services
Florida
$969M +$995K +0.1% 703
FHC
2052
First Heartland Consultants
Missouri
$969M -$6.03M -0.6% 493
MCM
2053
Makena Capital Management
California
$969M +$352M +57% 42
GP
2054
Guardian Partners
Canada
$968M -$15.1M -2% 178
QCMNJ
2055
Quantum Capital Management (New Jersey)
New Jersey
$967M +$34.6M +4% 33
BST
2056
Bath Savings Trust
Maine
$967M -$17.6M -2% 166
FCM
2057
FJ Capital Management
Virginia
$966M +$104M +12% 147
MA
2058
MONECO Advisors
Connecticut
$966M +$18M +2% 502
EC
2059
Estate Counselors
Wisconsin
$965M +$29.3M +3% 129
CCFM
2060
Clear Creek Financial Management
Washington
$965M +$39.5M +4% 548
JFA
2061
JNBA Financial Advisors
Minnesota
$965M -$14.6M -1% 692
WFAG
2062
Wescott Financial Advisory Group
Pennsylvania
$965M -$424K -0% 180
KGI
2063
Kopernik Global Investors
Florida
$964M +$29.3M +3% 35
AWA
2064
Amplius Wealth Advisors
Pennsylvania
$962M -$13.8M -1% 190
GA
2065
GRS Advisors
Illinois
$961M -$52.7M -5% 41
AH
2066
Allen Holding
New York
$961M +$49.3M +5% 14
TIM
2067
Tortoise Investment Management
New York
$960M +$13M +1% 882
CGA
2068
Crescent Grove Advisors
Illinois
$960M -$49M -5% 291
MNBTD
2069
Moody National Bank Trust Division
Texas
$959M +$3.03M +0.3% 514
TA
2070
Townsend & Associates
Colorado
$959M -$17.4M -2% 106
PP
2071
PrairieView Partners
Minnesota
$958M +$1.68M +0.2% 403
TIA
2072
Traphagen Investment Advisors
New Jersey
$958M -$25M -3% 192
DG
2073
Discerene Group
Connecticut
$957M +$232M +32% 13
PIA
2074
Petredis Investment Advisors
Pennsylvania
$957M -$11.1M -1% 102
PCM
2075
Parsifal Capital Management
Connecticut
$956M -$243M -20% 21