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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
GA
2151
GRS Advisors
Illinois
$961M -$52.7M -5% 0.63% 54.3% 41 48.78%
AH
2152
Allen Holding
New York
$961M +$49.3M +5% 13.1% 135% 14 0%
TIM
2153
Tortoise Investment Management
New York
$960M +$13.1M +1% 0.04% 40.2% 894 10.4%
CGA
2154
Crescent Grove Advisors
Illinois
$960M -$49M -5% 4.54% 61.1% 291 14.43%
MNBTD
2155
Moody National Bank Trust Division
Texas
$959M +$3.03M +0.3% 2.87% 112% 514 11.48%
TA
2156
Townsend & Associates
Colorado
$959M -$17.4M -2% 4.35% 54.1% 106 10.38%
MCP
2157
Meridiem Capital Partners
Texas
$959M -$178M -16% 4.96% 98 72.45%
PP
2158
PrairieView Partners
Minnesota
$958M +$1.68M +0.2% 0.01% 34% 402 6.72%
TIA
2159
Traphagen Investment Advisors
New Jersey
$958M -$25M -3% 1.77% 56.3% 192 10.94%
PIA
2160
Petredis Investment Advisors
Pennsylvania
$957M -$11.1M -1% 4.4% 144% 102 5.88%
FFP
2161
FourThought Financial Partners
Florida
$956M -$7.07M -0.7% 0.68% 95.9% 338 11.83%
PP
2162
Pertento Partners
United Kingdom
$955M -$226M -19% 2.57% 196% 31 41.94%
QC
2163
Quent Capital
New York
$953M -$13.6M -1% 0.82% 78.1% 1,375 5.96%
AC
2164
Avenir Corporation
Virginia
$953M -$23.8M -2% 1.67% 34.4% 72 6.94%
C
2165
Certuity
Florida
$953M +$32.2M +3% 0.94% 190% 434 18.2%
CCA
2166
Conservest Capital Advisors
Pennsylvania
$952M -$15.9M -2% 1.88% 58.6% 118 14.41%
AAIM
2167
Asset Advisors Investment Management
Georgia
$952M -$4.2M -0.4% 0.32% 58.7% 113 5.31%
KAM
2168
Kensington Asset Management
Texas
$952M -$755M -44% 0.35% 38.1% 35 42.86%
DPI
2169
Diversified Portfolios Inc
Michigan
$951M +$33.9M +4% 0.43% 38.2% 153 12.42%
RWB
2170
RMR Wealth Builders
New Jersey
$950M -$17.4M -2% 3.71% 81.6% 271 9.96%
MAWA
2171
Moss Adams Wealth Advisors
Washington
$950M +$3.45M +0.4% 2.97% 71.9% 238 21.43%
JFGLC
2172
Johnson Financial Group LLC (Colorado)
Colorado
$948M +$93.6M +11% 0.81% 58.7% 104 56.73%
M
2173
MOTCO
Texas
$947M -$28.1M -3% 0.6% 63.5% 618 24.43%
LCS
2174
Levin Capital Strategies
New York
$947M -$110M -10% 0.67% 88.6% 246 39.43%
OA
2175
Oxbow Advisors
Texas
$947M +$97M +11% 5.99% 66.3% 227 15.86%