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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
CAM
2301
Carret Asset Management
New York
$1.05B +$25.6M +2% 5.09% 94.4% 300 6%
PNAA
2302
Pictet North America Advisors
Switzerland
$1.05B -$14.6M -1% 2.47% 65.9% 152 5.26%
SAA
2303
Southeast Asset Advisors
Georgia
$1.05B +$135M +15% 8.91% 91.5% 228 13.16%
MK
2304
MASTERINVEST Kapitalanlage
$1.05B +$27.3M +3% 4.64% 288 11.11%
TWP
2305
Triad Wealth Partners
Kansas
$1.05B +$277M +36% 1.81% 487 30.39%
SP
2306
Summit Partners
Massachusetts
$1.05B +$127M +14% 17.6% 13.7% 8 0%
LMGAM
2307
Liberty Mutual Group Asset Management
Massachusetts
$1.05B +$736M +234% 0.02% 47.9% 29 55.17%
PHP
2308
Parkman Healthcare Partners
Connecticut
$1.05B +$91.8M +10% 26.9% 306% 111 27.93%
CIA
2309
Compass Ion Advisors
Pennsylvania
$1.05B +$12.8M +1% 1.2% 68.9% 284 7.04%
AH
2310
Allen Holding
New York
$1.05B -$10.4M -1% 1.87% 135% 9 0%
TSW
2311
Three Seasons Wealth
Utah
$1.05B +$41.7M +4% 4.24% 156% 223 38.12%
CA
2312
Cornerstone Advisory
Maryland
$1.05B +$30.6M +3% 2.04% 53.5% 259 9.65%
BMM
2313
Berkshire Money Management
Massachusetts
$1.05B +$76.6M +8% 1.99% 56.5% 132 64.39%
SC
2314
Shellback Capital
Massachusetts
$1.05B -$530M -34% 8.43% 198% 130 54.62%
OWA
2315
Octavia Wealth Advisors
Ohio
$1.05B +$42.1M +4% 2.71% 67.9% 272 13.24%
SPC
2316
Spirepoint Private Client
Florida
$1.05B +$95.2M +10% 4.45% 325 17.54%
CIA
2317
CCM Investment Advisers
South Carolina
$1.04B +$29.5M +3% 5.96% 170% 98 14.29%
MGWM
2318
Marks Group Wealth Management
Minnesota
$1.04B -$31.9M -3% 0.8% 62.8% 342 16.96%
PDM
2319
Penn Davis McFarland
Texas
$1.04B +$76.2M +8% 7.66% 86.8% 77 3.9%
LIA
2320
Limestone Investment Advisors
New York
$1.04B -$219M -17% 0.1% 680 57.79%
RC
2321
Randolph Company
Ohio
$1.04B +$14.1M +1% 2.18% 120% 45 11.11%
SGK
2322
Steigerwald Gordon & Koch
Virginia
$1.04B -$189K -0% 2.29% 59.5% 973 20.66%
SCM
2323
SG Capital Management
Illinois
$1.04B -$80.2M -7% 2.7% 250% 96 73.96%
IAS
2324
IMA Advisory Services
Colorado
$1.04B +$48.9M +5% 3.17% 74.5% 1,020 46.96%
PHWA
2325
Petersen Hastings Wealth Advisors
Washington
$1.04B 2.18% 76