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
MFS
3026
McNamara Financial Services
Massachusetts
$208M +$10M +5% 33
ITIM
3027
Indiana Trust & Investment Management
Indiana
$208M +$4.07M +2% 134
ADL
3028
Asset Dedication LLC
California
$207M +$8.59M +4% 420
RMAM
3029
Raab & Moskowitz Asset Management
New Jersey
$207M +$6.33M +3% 149
SIMC
3030
Stillwater Investment Management (California)
California
$207M -$119M -37% 21
PFA
3031
Paradigm Financial Advisors
Missouri
$207M +$9.37M +5% 113
NOCM
3032
Night Owl Capital Management
Connecticut
$207M +$15.7M +8% 26
CP
3033
Camelot Portfolios
Ohio
$207M +$4.58M +2% 193
OFW
3034
Omnia Family Wealth
Florida
$206M -$2.68M -1% 739
AIP
3035
Almanack Investment Partners
Pennsylvania
$206M +$27.4M +15% 215
GSBTD
3036
Glenview State Bank Trust Department
Illinois
$206M +$9.66M +5% 98
LJAC
3037
L.J. Altfest & Co
New York
$206M +$40.1M +24% 159
UAM
3038
UAS Asset Management
New York
$206M +$15.3M +8% 32
GBT
3039
Grove Bank & Trust
Florida
$206M +$49.3M +32% 697
KLC
3040
Knowledge Leaders Capital
Colorado
$205M +$48M +30% 76
HA
3041
Hamel Associates
New Jersey
$205M +$6.61M +3% 86
UIA
3042
UG Investment Advisers
Taiwan
$205M +$35.9M +21% 5
PVI
3043
Pura Vida Investments
New York
$205M -$2.26M -1% 98
PAS
3044
Partnervest Advisory Services
California
$205M -$16.3M -7% 208
MAM
3045
MPM Asset Management
Massachusetts
$205M -$25.3M -11% 9
LGWM
3046
Litman Gregory Wealth Management
California
$205M +$29M +17% 76
MHP
3047
Manatuck Hill Partners
Connecticut
$205M +$5.54M +3% 108
GF
3048
Goodman Financial
Texas
$205M +$10.6M +5% 56
CWM
3049
Confluence Wealth Management
Oregon
$204M -$4.87M -2% 130
TWA
3050
TCI Wealth Advisors
Arizona
$204M +$8.39M +4% 1,447