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
CC
2701
Callan Capital
California
$306M +$31.9M +12% 55
ZAM
2702
Zevin Asset Management
Massachusetts
$306M +$30.4M +11% 100
IIM
2703
Ipswich Investment Management
Massachusetts
$306M +$33.1M +12% 448
RCM
2704
Radnor Capital Management
Pennsylvania
$306M +$28.4M +10% 181
TK
2705
TIAA Kaspick
Massachusetts
$306M +$85.4M +39% 17
DCM
2706
Divisar Capital Management
California
$305M +$2.35M +0.8% 30
IAA
2707
Ironsides Asset Advisors
North Carolina
$305M +$29.8M +11% 102
GP
2708
Greenline Partners
New York
$305M -$13.9M -4% 73
OAM
2709
Ostrum Asset Management
France
$305M +$50.4M +20% 164
UF
2710
Univest Financial
Pennsylvania
$305M +$33.7M +12% 120
MIG
2711
McGuire Investment Group
Rhode Island
$305M +$40.6M +15% 92
OIA
2712
Optimum Investment Advisors
Illinois
$305M +$13.9M +5% 1,056
AWC
2713
Abundance Wealth Counselors
Pennsylvania
$305M +$32.3M +12% 29
GAG
2714
GM Advisory Group
New York
$304M +$35.5M +13% 112
PFS
2715
Prospera Financial Services
Texas
$304M -$192M -39% 474
HDIM
2716
Hanson & Doremus Investment Management
Vermont
$304M +$27.1M +10% 486
VVM
2717
Versant Venture Management
California
$304M +$102M +50% 10
DWM
2718
Darwin Wealth Management
Florida
$304M +$160M +112% 147
CDIA
2719
Capital Directions Investment Advisors
Georgia
$303M +$14.3M +5% 122
WI
2720
WrapManager Inc
California
$303M +$21.1M +7% 295
LCM
2721
Legato Capital Management
California
$303M -$186M -38% 189
GFA
2722
Gifford Fong Associates
California
$303M +$37.9M +14% 119
FA
2723
FCG Advisors
New Jersey
$302M +$39.8M +15% 150
CHP
2724
Cable Hill Partners
Oregon
$302M +$51.1M +20% 864
LA
2725
Lynch & Associates
Indiana
$302M +$33.7M +13% 96