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
MGB
2601
Mass General Brigham
Massachusetts
$810M 7
Legacy Financial Group (Iowa)
2602
Legacy Financial Group (Iowa)
Iowa
$809M +$45.3M +6% 124
PPIL
2603
PLATINUM PARAMOUNT INVESTMENT LTD.
$807M 2
JBA
2604
Johnson Bixby & Associates
Washington
$807M +$26.6M +3% 130
FA
2605
Fiducient Advisors
Illinois
$807M -$48.9M -6% 191
MGAM
2606
McGowan Group Asset Management
Texas
$806M -$465K -0.1% 133
TCM
2607
Twin Capital Management
Pennsylvania
$806M +$11.6M +1% 278
WA
2608
WFM Asia
British Virgin Islands
$805M -$96.4M -11% 9
IBOK
2609
Independence Bank of Kentucky
Kentucky
$804M +$25.9M +3% 756
SG
2610
Strid Group
Pennsylvania
$803M +$16.5M +2% 82
SCM
2611
Sirios Capital Management
Massachusetts
$803M +$35.1M +5% 78
NEPWA
2612
New England Private Wealth Advisors
Massachusetts
$803M +$44.3M +6% 192
JPWM
2613
Jamison Private Wealth Management
Georgia
$803M +$29.7M +4% 213
ICCFIA
2614
IDG China Capital Fund III Associates
China
$801M -$774M -49% 3
GEM
2615
Global Endowment Management
North Carolina
$801M +$2.51M +0.3% 142
FAM
2616
Flaharty Asset Management
Florida
$801M +$13.7M +2% 147
SAM
2617
Sawgrass Asset Management
Florida
$800M -$9.74M -1% 200
MA
2618
MJP Associates
Connecticut
$799M +$40.5M +5% 265
AO
2619
Allen Operations
New York
$799M -$38.4M -5% 38
GP
2620
GSK plc
$799M 15
OCA
2621
Octagon Capital Advisors
New York
$799M +$158M +25% 34
EPIMS
2622
Evelyn Partners Investment Management Services
$798M +$53.4M +7% 279
ROC
2623
Running Oak Capital
Minnesota
$798M -$93.5M -10% 56
TIM
2624
Thompson Investment Management
Wisconsin
$798M +$48M +6% 544
NCA
2625
Newbrook Capital Advisors
New York
$797M -$20.1M -2% 27