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
PP
2576
PagnatoKarp Partners
Virginia
$315M +$78.3M +33% 153
MC
2577
Martin & Co
Tennessee
$314M +$13.7M +5% 112
GLA
2578
Good Life Advisors
Pennsylvania
$314M +$19.2M +7% 246
IFWM
2579
Institute for Wealth Management
Colorado
$314M -$25.6M -8% 262
KCP
2580
KDI Capital Partners
North Carolina
$314M +$7.11M +2% 82
IA
2581
Independence Advisors
Pennsylvania
$313M +$9.69M +3% 81
AWA
2582
Alaska Wealth Advisors
Alaska
$313M +$24.3M +8% 54
MBT
2583
Montecito Bank & Trust
California
$312M +$6.85M +2% 204
RCM
2584
Rockshelter Capital Management
Pennsylvania
$312M +$4.33M +1% 37
LWM
2585
Lenox Wealth Management
Ohio
$311M +$721K +0.2% 639
TS
2586
Twin Securities
New York
$311M -$154M -33% 19
MCWS
2587
McKinley Carter Wealth Services
West Virginia
$311M +$4.75M +2% 441
AAMA
2588
Advanced Asset Management Advisors
Ohio
$310M +$8.88M +3% 142
NA
2589
NextCapital Advisers
Illinois
$310M +$119M +63% 15
VHMC
2590
Value Holdings Management Company
New York
$310M +$8.95M +3% 35
HA
2591
Harbor Advisors
Florida
$309M +$12.4M +4% 182
WA
2592
Wealth Architects
California
$309M +$6.99M +2% 133
DCM
2593
Divisar Capital Management
California
$309M +$15.7M +5% 30
RMPT
2594
Raytheon Master Pension Trust
Massachusetts
$308M +$7.1M +2% 5
RI
2595
RWWM Inc
California
$308M +$15M +5% 12
VIMU
2596
Veritas Investment Management (UK)
United Kingdom
$308M +$13.2M +4% 40
AUB
2597
Atlantic Union Bankshares
Virginia
$307M -$15.8M -5% 135
PCMK
2598
Paragon Capital Management (Kansas)
Kansas
$307M +$29.4M +11% 66
AFIA
2599
America First Investment Advisors
Nebraska
$307M +$36.9M +14% 106
GKFF
2600
George Kaiser Family Foundation
Oklahoma
$307M -$13.2M -4% 19