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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
HDIM
2751
Hanson & Doremus Investment Management
Vermont
$485M +$3.94M +0.8% 3.16% 80.8% 462 12.77%
LA
2752
LVW Advisors
New York
$485M -$35.3M -7% 2.99% 71.5% 231 17.75%
CAM
2753
CenterStar Asset Management
Illinois
$484M -$431M -47% 3.78% 87.2% 493 77.48%
DCM
2754
Disciplina Capital Management
Tennessee
$484M -$85.9M -15% 4.12% 23.9% 57 1.75%
PFGIA
2755
Patriot Financial Group Insurance Agency
Massachusetts
$484M -$47M -9% 3.49% 87% 502 14.54%
TFO
2756
Tarbox Family Office
California
$483M -$31.5M -6% 4.12% 49.1% 106 12.26%
JTWM
2757
Jackson Thornton Wealth Management
Alabama
$483M -$14.5M -3% 2.31% 51.2% 46 15.22%
TWM
2758
Tanager Wealth Management
United Kingdom
$482M +$20.1M +4% 3.12% 48.1% 88 19.32%
DAC
2759
Dividend Assets Capital
South Carolina
$482M -$4.05M -0.8% 0.88% 56.9% 541 12.94%
PSCM
2760
Per Stirling Capital Management
Texas
$482M -$9.6M -2% 3.02% 52.6% 208 12.98%
TIS
2761
Tortoise Index Solutions
Kansas
$481M -$8.74M -2% 0.63% 52.2% 67 5.97%
MCM
2762
Mengis Capital Management
Oregon
$481M -$20M -4% 2.87% 91.8% 170 5.29%
WEG
2763
World Equity Group
Illinois
$481M +$142M +42% 3.37% 99% 386 31.35%
MWP
2764
Meridian Wealth Partners
Pennsylvania
$480M -$6.78M -1% 3.29% 42.2% 101 12.87%
JBA
2765
Johnson Bixby & Associates
Washington
$480M -$2.54M -0.5% 3.59% 44.1% 103 16.5%
NEPWA
2766
New England Private Wealth Advisors
Massachusetts
$480M -$15.4M -3% 4.28% 40.3% 117 7.69%
CPA
2767
Capital Planning Advisors
California
$479M -$14M -3% 2.25% 64.2% 131 9.92%
GA
2768
Goldstein Advisors
Wisconsin
$479M +$1.64M +0.3% 3.2% 55.1% 177 9.04%
HAS
2769
HBW Advisory Services
California
$479M +$18M +4% 3.45% 62.1% 345 31.3%
SG
2770
Strid Group
Pennsylvania
$478M -$8.15M -2% 2.87% 50.4% 48 6.25%
TWP
2771
TFO Wealth Partners
Ohio
$478M +$4.34M +0.9% 4.3% 52.9% 1,110 25.68%
AG
2772
Alibaba Group
Hong Kong
$478M -$28.1M -6% 0.34% 4.38% 9 0%
ANB
2773
Amarillo National Bank
Texas
$478M -$37.8M -7% 3.79% 56.3% 102 11.76%
KPF
2774
K2 Principal Fund
Ontario, Canada
$477M +$40.2M +9% 0.62% 71.7% 320 58.44%
BEC
2775
Blue Edge Capital
Virginia
$477M -$19.3M -4% 3.18% 53.5% 103 6.8%