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
IIC
2726
Ironwood Investment Counsel
Arizona
$475M +$30.6M +7% 259
KWMG
2727
King Wealth Management Group
Florida
$474M -$20.4M -4% 153
MFT
2728
Moisand Fitzgerald Tamayo
Florida
$474M -$15.5M -3% 831
SL
2729
Sentry LLC
Tennessee
$474M +$14M +3% 125
TA
2730
Townsend & Associates
Colorado
$474M +$85M +22% 123
PRA
2731
Pine Ridge Advisers
New York
$473M +$20.4M +5% 27
MCM
2732
Mainstay Capital Management
Michigan
$473M -$84.9M -15% 112
OHIS
2733
Oak Harvest Investment Services
Texas
$473M +$26.4M +6% 124
AHSW
2734
Adventist Health System West
California
$472M -$37.2M -7% 5
AIM
2735
Arcadia Investment Management
Michigan
$472M -$20.8M -4% 347
NRA
2736
NSI Retail Advisors
Pennsylvania
$472M -$118M -20% 52
ACM
2737
Academy Capital Management
Texas
$472M -$27.7M -6% 36
CWP
2738
Concord Wealth Partners
Virginia
$471M +$6.37M +1% 1,086
AVA
2739
Atlas Venture Advisors
Massachusetts
$471M -$120M -20% 5
HIM
2740
Herald Investment Management
United Kingdom
$470M -$44.5M -9% 105
LOPW
2741
Live Oak Private Wealth
North Carolina
$470M -$32.6M -6% 168
AMBIA
2742
Allen Mooney & Barnes Investment Advisors
Georgia
$469M +$18M +4% 155
KHLMTHM
2743
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$469M -$17.2M -4% 89
LWANC
2744
Laurel Wealth Advisors (North Carolina)
North Carolina
$469M -$26.2M -5% 605
IL
2745
Investure LLC
Virginia
$469M -$54M -10% 13
SPIA
2746
Strategic Point Investment Advisors
Rhode Island
$468M -$19.1M -4% 35
AIS
2747
American Investment Services
Massachusetts
$468M -$25.3M -5% 141
LA
2748
LVW Advisors
New York
$468M -$27.4M -6% 228
HCA
2749
Harbor Capital Advisors
Illinois
$468M -$32.3M -6% 674
MCM
2750
Makena Capital Management
California
$467M -$56.3M -11% 49