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
PG
3351
Patten Group
Tennessee
$514M +$40.3M +9% 291
GF
3352
Goodman Financial
Texas
$514M +$16M +3% 70
CMA
3353
Cedar Mountain Advisors
Oregon
$514M +$32.4M +7% 705
MFGM
3354
Marshall Financial Group (Maryland)
Maryland
$513M +$3.31M +0.6% 267
GWAG
3355
Garrett Wealth Advisory Group
Texas
$513M +$40.5M +9% 121
BL
3356
Bleichroeder LP
New York
$513M +$106M +26% 82
PFA
3357
Pettinga Financial Advisors
Indiana
$513M +$56.6M +12% 144
PIMC
3358
Praesidium Investment Management Company
New York
$513M -$54.6M -10% 15
MWM
3359
MinichMacGregor Wealth Management
New York
$513M +$45M +10% 154
TGAM
3360
TBH Global Asset Management
Tennessee
$512M +$44.7M +10% 260
KC
3361
Keenan Capital
California
$512M +$84M +20% 8
CA
3362
Cambridge Advisors
Nebraska
$512M +$33.3M +7% 172
JWM
3363
JFG Wealth Management
Colorado
$511M +$32.6M +7% 68
WFA
3364
WestHill Financial Advisors
California
$510M +$38.8M +8% 79
BRCM
3365
Bright Rock Capital Management
Massachusetts
$510M +$16.2M +3% 75
ICP
3366
Interchange Capital Partners
Pennsylvania
$510M +$77.2M +18% 372
BWP
3367
Bernardo Wealth Planning
Pennsylvania
$510M +$49.5M +11% 128
VBFG
3368
Vishria Bird Financial Group
Tennessee
$510M +$209M +69% 105
KNW
3369
Kesler Norman & Wride
Utah
$510M -$53.9M -10% 245
SFC
3370
SEG Family Corp
$510M -$150M -23% 1
ETS
3371
ESL Trust Services
New York
$510M +$20.1M +4% 310
LRWA
3372
Long Run Wealth Advisors
New York
$509M +$32.8M +7% 113
ICM
3373
Irenic Capital Management
New York
$509M +$54.7M +12% 29
RP
3374
Rowlandmiller & Partners
Georgia
$509M +$24.6M +5% 194
AFA
3375
AA Financial Advisors
Ohio
$509M +$44.8M +10% 201