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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
MGWM
2076
Marks Group Wealth Management
Minnesota
$808M -$33.1M -4% 3.06% 62.8% 285 7.72%
AIP
2077
ARS Investment Partners
New York
$807M -$49M -6% 1.62% 260% 167 13.77%
FNT
2078
First Nebraska Trust
Nebraska
$806M -$31.5M -4% 3.44% 67.9% 181 6.63%
LCM
2079
Lattice Capital Management
Washington
$806M +$20.7M +3% 3.57% 187% 44 45.45%
SGCIA
2080
Smith Graham & Co Investment Advisors
Texas
$804M -$22.2M -3% 1.49% 56.9% 145 6.9%
1IA
2081
1834 Investment Advisors
Wisconsin
$804M -$35.2M -4% 3.02% 61.8% 243 10.7%
SVWAG
2082
Sound View Wealth Advisors Group
Georgia
$804M +$41.2M +5% 2.6% 73% 379 7.92%
RCM
2083
Radcliffe Capital Management
Pennsylvania
$804M -$371M -32% 1.56% 4.8% 602 23.75%
SC
2084
Syon Capital
California
$803M 2.69% 74% 366
VFA
2085
Voya Financial Advisors
Connecticut
$803M -$55.8M -6% 3.49% 44.8% 245 13.47%
AAP
2086
Arax Advisory Partners
Colorado
$803M +$19.6M +2% 3.74% 64.7% 1,390 13.81%
CGA
2087
Crescent Grove Advisors
Illinois
$803M -$129M -14% 1.57% 61.1% 310 19.03%
JC
2088
Jacobs & Co
California
$802M -$38.5M -5% 2.86% 92.2% 121 1.65%
SGCM
2089
Sand Grove Capital Management
United Kingdom
$802M -$51.8M -6% 12.2% 410% 48 75%
CP
2090
CenterBook Partners
Connecticut
$802M +$2.33M +0.3% 5.51% 62.4% 521 43.38%
JFA
2091
JNBA Financial Advisors
Minnesota
$801M -$33.2M -4% 3.38% 61.8% 769 11.05%
BIC
2092
Beach Investment Counsel
Pennsylvania
$800M -$40.5M -5% 2.22% 36% 163 12.27%
ACM
2093
AlphaStar Capital Management
North Carolina
$799M -$86.8M -10% 2.97% 61.8% 275 20%
VV
2094
Verity & Verity
South Carolina
$798M -$16.9M -2% 3.23% 76.4% 107 8.41%
TCM
2095
Traynor Capital Management
Pennsylvania
$798M -$17M -2% 3.05% 225% 244 15.98%
WC
2096
Woodstock Corp
Massachusetts
$797M -$50M -6% 3.71% 96.1% 175 6.86%
CA
2097
Callahan Advisors
Texas
$796M -$26.8M -3% 1.94% 87.7% 141 6.38%
ACGDR
2098
Atmos Capital Gestao de Recursos
Brazil
$796M +$171M +27% 3.5% 101% 14 14.29%
MAS
2099
Meeder Advisory Services
Ohio
$795M -$133M -14% 2.94% 91.4% 453 15.01%
VC
2100
Voss Capital
Texas
$795M -$32.8M -4% 10.1% 78.4% 51 27.45%