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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
TSW
2276
Three Seasons Wealth
Utah
$1.05B +$41.7M +4% 4.24% 223 38.12%
CA
2277
Cornerstone Advisory
Maryland
$1.05B +$30.6M +3% 2.04% 53.5% 259 9.65%
BMM
2278
Berkshire Money Management
Massachusetts
$1.05B +$76.6M +8% 1.99% 56.5% 132 64.39%
SC
2279
Shellback Capital
Massachusetts
$1.05B -$530M -34% 8.43% 174% 130 54.62%
OWA
2280
Octavia Wealth Advisors
Ohio
$1.05B +$42.1M +4% 2.71% 67.9% 272 13.24%
SPC
2281
Spirepoint Private Client
Florida
$1.05B +$95.2M +10% 4.45% 325 17.54%
CIA
2282
CCM Investment Advisers
South Carolina
$1.04B +$29.5M +3% 5.96% 118% 98 14.29%
MGWM
2283
Marks Group Wealth Management
Minnesota
$1.04B -$31.9M -3% 0.8% 62.8% 342 16.96%
PDM
2284
Penn Davis McFarland
Texas
$1.04B +$76.2M +8% 7.66% 86.8% 77 3.9%
LIA
2285
Limestone Investment Advisors
New York
$1.04B -$219M -17% 0.1% 680 57.79%
RC
2286
Randolph Company
Ohio
$1.04B +$14.1M +1% 2.18% 120% 45 11.11%
SGK
2287
Steigerwald Gordon & Koch
Virginia
$1.04B -$189K -0% 2.29% 59.5% 973 20.66%
SCM
2288
SG Capital Management
Illinois
$1.04B -$80.2M -7% 2.7% 187% 96 73.96%
IAS
2289
IMA Advisory Services
Colorado
$1.04B +$48.9M +5% 3.17% 55.7% 1,020 46.96%
PHWA
2290
Petersen Hastings Wealth Advisors
Washington
$1.04B 2.18% 76
VFA
2291
Voya Financial Advisors
Connecticut
$1.04B +$4.69M +0.5% 1.44% 36.1% 231 9.96%
MCM
2292
MV Capital Management
Maryland
$1.04B -$1.08M -0.1% 2.28% 59% 1,223 15.78%
SL
2293
Sentinus LLC
Illinois
$1.04B +$582M +127% 2.72% 545 57.8%
TC
2294
Tetrad Corporation
Nebraska
$1.04B -$29.5M -3% 0.45% 50.4% 3 0%
MNBTD
2295
Moody National Bank Trust Division
Texas
$1.04B -$145M -12% 2.71% 112% 539 14.84%
FSWA
2296
Financial Synergies Wealth Advisors
Texas
$1.04B +$47.9M +5% 2.21% 72.3% 108 14.81%
AIC
2297
AWM Investment Company
New York
$1.04B -$31.1M -3% 22.1% 488% 116 24.14%
PE
2298
PSG Equity
Massachusetts
$1.03B +$83.8M +9% 8.81% 8.03% 1 0%
NI
2299
Nextech Invest
Switzerland
$1.03B +$377M +57% 64.2% 631% 17 17.65%
ICA
2300
Infrastructure Capital Advisors
New York
$1.03B +$30.1M +3% 0.43% 49% 167 26.35%