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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
DAC
2801
Dividend Assets Capital
South Carolina
$471M $0 0% 3.42% 67.4% 545 0%
MWM
2802
Marietta Wealth Management
Georgia
$471M +$28.8M +7% 9.04% 83.8% 112 8.04%
LIM
2803
Lathrop Investment Management
Arkansas
$471M +$18.7M +4% 6.01% 72.2% 85 4.71%
SIM
2804
Sherborne Investors Management
New York
$471M -$13.5M -3% 2.8% 54.2% 1 0%
SFA
2805
Souders Financial Advisors
Ohio
$471M +$33M +8% 5.21% 54.9% 159 15.09%
CAM
2806
Crestone Asset Management
Colorado
$471M -$5.91M -1% 6.31% 6.65% 81 17.28%
CPA
2807
Capital Planning Advisors
California
$470M +$49.6M +12% 6.5% 64.2% 129 10.85%
SAM
2808
Sabadell Asset Management
Spain
$470M -$11.5M -2% 11.1% 121 22.31%
PAG
2809
Private Advisory Group
Washington
$470M +$12.9M +3% 14% 177% 244 41.39%
CA
2810
Capital Advantage
California
$470M +$24.6M +6% 2.7% 44.4% 42 14.29%
CWC
2811
Carolinas Wealth Consulting
North Carolina
$470M +$28M +6% 6.24% 24.6% 1,132 12.28%
TPC
2812
Tiger Pacific Capital
New York
$470M +$57M +14% 9.59% 84.5% 13 15.38%
NGM
2813
North Growth Management
British Columbia, Canada
$469M +$29.3M +7% 13.6% 231% 48 12.5%
TGAM
2814
TBH Global Asset Management
Tennessee
$469M +$57.6M +14% 5.37% 70.7% 216 31.94%
BL
2815
Bleichroeder LP
New York
$469M +$8.6M +2% 12.8% 202% 88 11.36%
MFT
2816
Moisand Fitzgerald Tamayo
Florida
$468M +$29.5M +7% 4.19% 48.1% 829 13.03%
VP
2817
Vitruvian Partners
United Kingdom
$468M -$6.9M -1% 28% 64.3% 9 0%
VVVM4
2818
Viola Ventures VC Management 4
Israel
$467M +$17.1M +4% 3.67% 79.1% 5 0%
BPM
2819
Blue Pool Management
Hong Kong
$467M +$17.1M +4% 4.64% 72.8% 3 33.33%
HAIM
2820
Hunter Associates Investment Management
Pennsylvania
$467M +$52M +13% 7.05% 76.1% 272 17.28%
NCL
2821
Nishkama Capital LLC
Puerto Rico
$467M +$167M +56% 27.3% 723% 83 78.31%
TW
2822
TrinityPoint Wealth
Connecticut
$467M +$27.6M +6% 7.21% 28.4% 298 15.1%
ACM
2823
Academy Capital Management
Texas
$467M -$1.64M -0.3% 15.8% 71.2% 36 8.33%
EPAM
2824
Euro Pacific Asset Management
Puerto Rico
$466M +$20M +4% 7.58% 122% 77 22.08%
SHJ
2825
Sharkey, Howes & Javer
Colorado
$466M +$30.7M +7% 5.95% 54.6% 106 23.58%