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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
DWM
2526
Dakota Wealth Management
Florida
$360M +$166M +86% 2.67% 112% 209 58.85%
ACM
2527
Ativo Capital Management
Illinois
$359M +$7.11M +2% 7.03% 63.8% 268 35.82%
TCMI
2528
Technology Crossover Management IX
California
$359M +$97.1M +37% 27.5% 13% 3 0%
EWA
2529
Exencial Wealth Advisors
Oklahoma
$359M +$22.8M +7% 3.3% 58% 192 14.06%
AIM
2530
Arcadia Investment Management
Michigan
$359M +$4.14M +1% 3.47% 83.5% 347 6.63%
HIM
2531
Herald Investment Management
United Kingdom
$359M +$24M +7% 12.7% 493% 100 12%
JCG
2532
JHL Capital Group
Illinois
$358M -$68.8M -16% 3.47% 21 66.67%
WP
2533
WealthSource Partners
California
$358M +$29.1M +9% 1.08% 16.8% 333 26.43%
KA
2534
Kovack Advisors
Florida
$358M -$40.5M -10% 5.28% 118% 571 39.05%
BAM
2535
Belpointe Asset Management
Nevada
$358M +$14.9M +4% 3.13% 80.1% 409 33.25%
NIM
2536
Needham Investment Management
New York
$356M +$6.3M +2% 8.38% 424% 100 17%
MAMNY
2537
Marathon Asset Management (New York)
New York
$356M -$710M -67% 7.24% 490% 18 66.67%
FFW
2538
Fusion Family Wealth
New York
$356M +$58.5M +20% 0.05% 58.2% 308 13.96%
PS
2539
Pensionfund Sabic
Netherlands
$356M +$5M +1% 4.11% 67.7% 232 21.55%
GA
2540
Gateway Advisory
New Jersey
$355M +$13.9M +4% 2.19% 26% 82 36.59%
NAM
2541
NTV Asset Management
West Virginia
$355M +$2.85M +0.8% 2.56% 97.8% 185 4.86%
NGA
2542
Naples Global Advisors
Florida
$355M +$17.9M +5% 1.76% 103% 300 8.67%
NEPWA
2543
New England Private Wealth Advisors
Massachusetts
$355M +$718K +0.2% 1.94% 51.3% 155 7.1%
MP
2544
Meghalaya Partners
Connecticut
$355M +$149M +72% 2.14% 30 46.67%
NFG
2545
Nadler Financial Group
Illinois
$353M +$28.6M +9% 3.17% 72.4% 88 13.64%
TCM
2546
Tradition Capital Management
New Jersey
$352M +$2.63M +0.8% 1.21% 43.5% 180 6.67%
TS
2547
Twin Securities
New York
$352M -$231M -40% 0.15% 506% 26 69.23%
AC
2548
Apertura Capital
Texas
$351M +$99.6M +40% 3.57% 41.5% 49 71.43%
LFS
2549
Lutz Financial Services
Nebraska
$351M +$12.2M +4% 1.56% 35.3% 44 6.82%
SCM
2550
SOL Capital Management
Maryland
$351M +$2.43M +0.7% 2.41% 56.6% 245 4.9%