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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 Avg Holding
Period (Yrs)
V Wealth Advisors
2551
V Wealth Advisors
Kansas
$628M +$83.7M +15% 8.07% 36.9% 487 18.69% 1
Whitney & Co
2552
Whitney & Co
New York
$625M +$55.3M +10% 8.34% 93.2% 130 10% 3.7
Enterprise Financial Services Corp (EFSC)
2553
Enterprise Financial Services Corp (EFSC)
Missouri
$625M +$64.8M +12% 5.37% 100% 1,439 11.33% 4.1
Aisling Capital Management
2554
Aisling Capital Management
New York
$625M +$69M +12% 3.66% 793% 21 28.57% 1.3
Graves Light Lenhart Wealth
2555
Graves Light Lenhart Wealth
Virginia
$624M +$40.1M +7% 5.06% 47.7% 766 6.4% 0.8
Cannell Capital
2556
Cannell Capital
Wyoming
$623M +$177M +40% 28.3% 127% 94 51.06% 1.1
NAH
2557
Neumann Advisory (HK)
Hong Kong
$622M +$54M +10% 5.9% 77.3% 13 15.38% 1.9
Rodgers & Associates
2558
Rodgers & Associates
Pennsylvania
$622M +$34.4M +6% 6.18% 56.3% 94 7.45% 0.5
Berkshire Money Management
2559
Berkshire Money Management
Massachusetts
$622M +$49.8M +9% 5.99% 61.8% 29 10.34% 2.7
Mission Creek Capital Partners
2560
Mission Creek Capital Partners
California
$621M -$49.1M -7% 0.2% 138% 248 13.31% 1.1
Greenwood Gearhart
2561
Greenwood Gearhart
Arkansas
$620M +$58.5M +10% 5.94% 70.6% 90 15.56% 3.4
Baker Tilly Wealth Management
2562
Baker Tilly Wealth Management
Wisconsin
$620M +$132M +27% 7.8% 96.9% 514 14.79% 0.4
DGM
2563
Darwin Global Management
Jersey
$620M +$109M +21% 49.4% 2,582% 17 58.82% 0.3
CBT
2564
Central Bank & Trust
Kentucky
$619M +$33.3M +6% 9.83% 118% 297 6.73% 4.8
Main Street Financial Solutions
2565
Main Street Financial Solutions
Pennsylvania
$619M +$57.4M +10% 6.47% 75.4% 461 15.18% 0.4
Buckingham Capital Management (Ohio)
2566
Buckingham Capital Management (Ohio)
Ohio
$618M +$24.8M +4% 6.77% 26.3% 126 7.14% 4.6
Allegiant Private Advisors
2567
Allegiant Private Advisors
Florida
$618M +$70.2M +13% 6% – 168 12.5% 0.4
Madrona Venture Group
2568
Madrona Venture Group
Washington
$617M +$73.1M +13% 2.38% 233% 4 75% 0.2
Teza Capital Management
2569
Teza Capital Management
Illinois
$617M +$116M +23% 5.65% 133% 728 63.46% 0.2
Silver Rock Financial
2570
Silver Rock Financial
California
$616M +$66.3M +12% 1.48% 2.58% 192 29.69% 0.3
Canandaigua National Corp
2571
Canandaigua National Corp
New York
$616M +$24.6M +4% 6.94% – 278 6.47% 0.9
Marcum Wealth
2572
Marcum Wealth
Ohio
$616M +$8.87M +1% 6.74% 20% 360 10.83% 0.6
North Growth Management
2573
North Growth Management
British Columbia, Canada
$615M +$51.1M +9% 6.89% 243% 50 0% 2.5
CL
2574
CIM LLC
New York
$615M +$56.9M +10% 9.41% 108% 175 17.14% 2.7
Darwin Wealth Management
2575
Darwin Wealth Management
Florida
$614M +$41.4M +7% 7.09% 56.8% 184 18.48% 2.1