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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
PIM
2801
Parker Investment Management
California
$630M -$23.7M -4% 1.37% 208% 32 6.25%
PFMOSF
2802
Philadelphia Financial Management of San Francisco
California
$630M +$59.6M +10% 17.4% 209% 64 62.5%
DMC
2803
Deer Management Company
New York
$630M +$144M +30% 60.6% 154% 12 8.33%
HDIM
2804
Hanson & Doremus Investment Management
Vermont
$630M +$32.5M +5% 5.87% 80.8% 462 10.39%
BC
2805
Brio Consultants
California
$629M +$22M +4% 5.44% 42.7% 107 11.21%
SFM
2806
Sphera Funds Management
Israel
$628M -$105M -14% 2.81% 245% 141 34.75%
BW
2807
Bison Wealth
Georgia
$628M +$13.2M +2% 7.41% 37.4% 496 30.44%
ECM
2808
Exchange Capital Management
Michigan
$628M +$14.1M +2% 5.99% 57.8% 199 5.53%
LWANC
2809
Laurel Wealth Advisors (North Carolina)
North Carolina
$628M +$51.1M +9% 6% 63.3% 755 21.19%
FNA
2810
First National Advisers
Nebraska
$627M +$80M +15% 5.95% 87.9% 221 8.6%
MA
2811
Madrone Advisors
California
$626M +$56.7M +10% 21.2% 10.4% 7 28.57%
JE
2812
JMAC Enterprises
Pennsylvania
$626M +$56.5M +10% 6.04% 65% 181 4.97%
CCM
2813
Canal Capital Management
Virginia
$626M +$40.4M +7% 8.07% 67.8% 159 10.06%
FAM
2814
Formidable Asset Management
Ohio
$626M +$7.58M +1% 7.4% 52.2% 420 18.33%
LEA
2815
Legacy Edge Advisors
New York
$626M +$83.3M +15% 5.48% 189 10.58%
ABWM
2816
Alpine Bank Wealth Management
Colorado
$626M 4.53% 427
AWM
2817
Aprio Wealth Management
Georgia
$625M +$76.3M +14% 6.88% 60.6% 300 16.33%
RFP
2818
Root Financial Partners
California
$625M +$198M +46% 6.18% 57% 157 31.21%
OP
2819
ORG Partners
Indiana
$625M -$179M -22% 6.53% 69.5% 1,934 45.19%
DCM
2820
Disciplina Capital Management
Tennessee
$624M +$20.7M +3% 5.63% 30% 72 22.22%
LSPW
2821
Lake Street Private Wealth
Illinois
$624M -$148M -19% 5.61% 92.5% 330 24.24%
NPPM
2822
North Point Portfolio Managers
Ohio
$624M +$55.6M +10% 6.33% 67.2% 94 34.04%
EWM
2823
Evermay Wealth Management
Virginia
$622M -$1.35M -0.2% 6.57% 56.2% 640 13.13%
JCM
2824
JAT Capital Management
Connecticut
$621M -$154M -20% 6.98% 734% 65 67.69%
KFS
2825
Kurt F. Somerville
$621M +$28M +5% 6.18% 92.9% 99 4.04%