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
MJRIC
1451
Mogy Joel R Investment Counsel
California
$1.63B +$54.2M +3% 115
MWM
1452
Modern Wealth Management
Kansas
$1.63B +$276M +20% 471
FTWA
1453
Fifth Third Wealth Advisors
Ohio
$1.63B +$313M +24% 746
MCI
1454
McDonald Capital Investors
California
$1.63B +$28.9M +2% 23
FCM
1455
Fernbridge Capital Management
California
$1.63B +$125M +8% 25
CP
1456
CenterBook Partners
Connecticut
$1.63B +$17.6M +1% 550
CFA
1457
Capstone Financial Advisors
Illinois
$1.63B +$111M +7% 169
GLA
1458
Good Life Advisors
Pennsylvania
$1.62B +$412M +34% 578
MLL
1459
Moody Lynn & Lieberson
Massachusetts
$1.62B +$95.2M +6% 269
ST
1460
Spinnaker Trust
Maine
$1.62B +$60.8M +4% 291
GIA
1461
Guyasuta Investment Advisors
Pennsylvania
$1.62B +$261M +19% 278
C
1462
Consulta
United Kingdom
$1.62B +$152M +10% 17
KA
1463
Klingman & Associates
New York
$1.61B +$137M +9% 274
SB
1464
Strategic Blueprint
Georgia
$1.6B +$134M +9% 675
ESBC
1465
E.S. Barr & Co
Kentucky
$1.6B +$78.4M +5% 107
AFG
1466
Atomi Financial Group
New York
$1.6B +$250M +18% 942
CC
1467
Commodore Capital
New York
$1.6B +$135M +9% 38
EA
1468
Efficient Advisors
Ohio
$1.59B +$52.6M +3% 66
MSR
1469
Main Street Research
Connecticut
$1.59B +$73.1M +5% 116
CCS
1470
Concentric Capital Strategies
Connecticut
$1.59B -$13.3M -0.8% 371
PA
1471
PFG Advisors
Arizona
$1.59B +$106M +7% 725
NI
1472
NYL Investors
New York
$1.58B +$179M +13% 34
ZF
1473
Zhang Financial
Michigan
$1.58B +$154M +11% 281
SQA
1474
Simon Quick Advisors
New Jersey
$1.58B +$167M +12% 457
EWA
1475
EverSource Wealth Advisors
Alabama
$1.58B +$73.6M +5% 3,166