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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
MCM
2351
Manchester Capital Management
Vermont
$746M +$71.2M +11% 10.3% 72.3% 1,108 18.41%
RCYC
2352
Richard C. Young & Co
Rhode Island
$746M +$43.7M +6% 6.4% 137% 79 13.92%
SOS
2353
Silver Oak Securities
Tennessee
$745M +$285M +62% 9.03% 73.4% 549 29.69%
QC
2354
Quent Capital
New York
$744M +$103M +16% 10.6% 78.1% 1,369 6.36%
DP
2355
DDD Partners
Washington
$744M +$50.6M +7% 8.09% 62.1% 92 16.3%
WA
2356
Waddell & Associates
Tennessee
$744M +$59.9M +9% 9.93% 194% 176 18.75%
AAA
2357
Adams Asset Advisors
Texas
$743M -$2.19M -0.3% 0.33% 63.2% 79 7.59%
NFG
2358
Nadler Financial Group
Illinois
$742M +$82.2M +12% 11.7% 72.4% 112 8.93%
PWA
2359
Provenance Wealth Advisors
Florida
$742M +$123M +20% 10.5% 55.9% 623 26.48%
GWM
2360
GDS Wealth Management
Texas
$742M +$106M +17% 10.6% 82.2% 136 14.71%
CIPU
2361
Caledonia Investments plc (UK)
United Kingdom
$741M +$59.2M +9% 7.82% 48.7% 13 0%
SGCA
2362
Steel Grove Capital Advisors
Tennessee
$740M -$8.33M -1% 10.6% 93% 213 16.9%
SFO
2363
Stokes Family Office
Louisiana
$740M -$112M -13% 9.7% 68.1% 353 40.79%
SGK
2364
Steigerwald Gordon & Koch
Virginia
$739M +$83.5M +13% 11.3% 59.5% 121 9.92%
HR
2365
Hardy Reed
Mississippi
$738M +$187M +34% 10.9% 69.7% 123 21.14%
RA
2366
Rodgers & Associates
Pennsylvania
$737M +$75.7M +11% 11.4% 53.7% 91 10.99%
TFA
2367
Toth Financial Advisory
Virginia
$737M +$80.7M +12% 12.8% 82.5% 813 17.47%
TIM
2368
Tortoise Investment Management
New York
$737M +$65.5M +10% 8.34% 40.2% 831 8.18%
SCM
2369
SOL Capital Management
Maryland
$737M +$91.1M +14% 11.9% 56.6% 306 7.19%
OQS
2370
Occudo Quantitative Strategies
Florida
$736M -$37.3M -5% 17.2% 94.6% 1,298 71.19%
WA
2371
WFM Asia
British Virgin Islands
$735M -$91.5M -11% 1.62% 89.9% 10 0%
JAG
2372
Journey Advisory Group
Kentucky
$735M +$65.7M +10% 9.3% 66.2% 224 7.14%
IHAM
2373
Integral Health Asset Management
New York
$734M +$11.9M +2% 21.6% 564% 98 63.27%
TVAMP
2374
Tennessee Valley Asset Management Partners
Tennessee
$733M +$429M +141% 10.1% 65.7% 824 86.41%
BHB
2375
Bank Hapoalim BM
Israel
$731M +$114M +18% 12.2% 76.6% 151 16.56%