We are live on ! Find out more

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
DA
2651
Dillon & Associates
Michigan
$737M +$63.6M +9% 12.3% 92% 79 3.8%
RMC
2652
Resources Management Corp
Connecticut
$736M +$25.3M +4% 9.59% 65.2% 451 11.75%
PI
2653
Parkside Investments
Illinois
$736M +$56.7M +8% 9.47% 70% 95 9.47%
DTL
2654
Dynamic Technology Lab
Singapore
$736M +$45.1M +7% 6.87% 21.7% 1,424 70.79%
SWM
2655
Stockman Wealth Management
Montana
$736M +$60.5M +9% 6.27% 61.9% 178 9.55%
WCM
2656
Wallace Capital Management
Texas
$734M -$47M -6% 3.28% 59% 86 19.77%
CAM
2657
Clark Asset Management
New Hampshire
$734M +$137M +23% 7.4% 45.5% 208 29.81%
PC
2658
Permanens Capital
New York
$733M +$183M +33% 8.92% 74.7% 76 32.89%
BFC
2659
Bedel Financial Consulting
Indiana
$733M +$35.2M +5% 3.42% 96.7% 277 6.86%
BHB
2660
Bank Hapoalim BM
Israel
$733M +$43.5M +6% 11.4% 58.6% 132 12.88%
ZI
2661
ZEGA Investments
Florida
$733M +$76.6M +12% 7.42% 163 30.06%
AAA
2662
Affinity Asset Advisors
New York
$732M -$316M -30% 15.9% 1,280% 119 41.18%
FAM
2663
Flaharty Asset Management
Florida
$731M +$38.1M +5% 4.45% 33.4% 513 76.02%
GA
2664
GFS Advisors
Texas
$731M +$233M +47% 9.39% 74.3% 150 21.33%
TFM
2665
TFC Financial Management
Massachusetts
$730M +$76.8M +12% 8.14% 60% 1,106 25.5%
BWP
2666
BSW Wealth Partners
Colorado
$730M +$71.1M +11% 9.83% 75.4% 330 10.91%
AIM
2667
Aigen Investment Management
New York
$730M +$103M +16% 8.42% 38.8% 1,126 68.83%
PMWMG
2668
Parr McKnight Wealth Management Group
Minnesota
$729M +$33.5M +5% 6.09% 236 7.63%
BEAM
2669
Baker Ellis Asset Management
Washington
$729M +$35.5M +5% 9.32% 89.2% 230 10%
JBA
2670
Johnson Bixby & Associates
Washington
$728M +$59.5M +9% 6.99% 44.1% 125 9.6%
VFM
2671
Viking Fund Management
North Dakota
$728M +$34.3M +5% 6.77% 104% 147 7.48%
LNWTC
2672
Laird Norton Wetherby Trust Company
Washington
$728M +$106M +17% 20.2% 70.2% 69 2.9%
AO
2673
Allen Operations
New York
$727M +$119M +20% 25.7% 221% 35 17.14%
TPW
2674
Talon Private Wealth
Florida
$726M -$19.8M -3% 5.71% 309 45.31%
KPF
2675
K2 Principal Fund
Ontario, Canada
$725M -$63M -8% 9.21% 71.7% 394 54.82%