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
KWMG
2726
King Wealth Management Group
Florida
$474M -$20.4M -4% 153
MFT
2727
Moisand Fitzgerald Tamayo
Florida
$474M -$15.5M -3% 831
SL
2728
Sentry LLC
Tennessee
$474M +$14M +3% 125
TA
2729
Townsend & Associates
Colorado
$474M +$85M +22% 123
PRA
2730
Pine Ridge Advisers
New York
$473M +$20.4M +5% 27
MCM
2731
Mainstay Capital Management
Michigan
$473M -$84.9M -15% 112
OHIS
2732
Oak Harvest Investment Services
Texas
$473M +$26.4M +6% 124
AHSW
2733
Adventist Health System West
California
$472M -$37.2M -7% 5
AIM
2734
Arcadia Investment Management
Michigan
$472M -$20.8M -4% 347
NRA
2735
NSI Retail Advisors
Pennsylvania
$472M -$118M -20% 52
ACM
2736
Academy Capital Management
Texas
$472M -$27.7M -6% 36
CWP
2737
Concord Wealth Partners
Virginia
$471M +$6.37M +1% 1,086
AVA
2738
Atlas Venture Advisors
Massachusetts
$471M -$120M -20% 5
HIM
2739
Herald Investment Management
United Kingdom
$470M -$44.5M -9% 105
LOPW
2740
Live Oak Private Wealth
North Carolina
$470M -$32.6M -6% 168
AMBIA
2741
Allen Mooney & Barnes Investment Advisors
Georgia
$469M +$18M +4% 155
KHLMTHM
2742
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$469M -$17.2M -4% 89
LWANC
2743
Laurel Wealth Advisors (North Carolina)
North Carolina
$469M -$26.2M -5% 605
IL
2744
Investure LLC
Virginia
$469M -$54M -10% 13
SPIA
2745
Strategic Point Investment Advisors
Rhode Island
$468M -$19.1M -4% 35
AIS
2746
American Investment Services
Massachusetts
$468M -$25.3M -5% 141
LA
2747
LVW Advisors
New York
$468M -$27.4M -6% 228
HCA
2748
Harbor Capital Advisors
Illinois
$468M -$32.3M -6% 674
MCM
2749
Makena Capital Management
California
$467M -$56.3M -11% 49
CP
2750
Centerbridge Partners
New York
$467M -$175M -27% 15