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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
MWM
2851
Minot Wealth Management
Massachusetts
$519M +$56.5M +12% 12.9% 220 15%
OM
2852
OpenView Management
Massachusetts
$519M 0.17% 3
VM
2853
VPR Management
Texas
$519M +$6.08M +1% 1.4% 60.8% 28 0%
DWP
2854
Destiny Wealth Partners
Florida
$519M +$20.7M +4% 2.57% 51.9% 584 15.92%
DCM
2855
Disciplina Capital Management
Tennessee
$518M +$62M +14% 3.71% 23.9% 65 36.92%
BEC
2856
Blue Edge Capital
Virginia
$518M +$38.8M +8% 7.16% 53.5% 104 8.65%
SFS
2857
Summit Financial Strategies
Ohio
$518M -$5.35M -1% 6.3% 57.8% 134 17.91%
CFA
2858
Cahill Financial Advisors
Minnesota
$518M +$29.7M +6% 6.18% 45.2% 869 75.03%
SIA
2859
Strategic Investment Advisors
Michigan
$517M +$61.2M +13% 5.82% 56.1% 196 13.27%
NTCM
2860
Nut Tree Capital Management
New York
$517M +$46.7M +10% 5.03% 81.7% 12 33.33%
SFWA
2861
Summit Financial Wealth Advisors
Louisiana
$517M +$75.4M +17% 6.62% 61.5% 144 13.19%
TCP
2862
ThornTree Capital Partners
Massachusetts
$517M -$191M -27% 11.2% 206% 36 52.78%
VCM
2863
Vector Capital Management
California
$517M -$336M -39% 26.2% 42.7% 7 14.29%
HIM
2864
Hanlon Investment Management
New Jersey
$516M +$33.4M +7% 5.07% 57.5% 135 13.33%
SB
2865
Samsara BioCapital
California
$515M -$122M -19% 13% 1,814% 51 5.88%
CP
2866
Corbenic Partners
Pennsylvania
$515M +$103M +25% 7.72% 328 23.17%
FRM
2867
Foundation Resource Management
Arkansas
$514M +$70.9M +16% 10.7% 67.8% 52 5.77%
OCA
2868
Octagon Capital Advisors
New York
$514M +$108M +27% 5.84% 2,555% 36 38.89%
GA
2869
Geller Advisors
New York
$513M +$54.8M +12% 10.1% 20.4% 178 12.36%
PCM
2870
Philosophy Capital Management
California
$513M 0.79% 41.4% 34
KTC
2871
Kistler-Tiffany Companies
Pennsylvania
$512M +$70.2M +16% 9.64% 52% 780 8.97%
PWPS
2872
Pinnacle Wealth Planning Services
Ohio
$512M +$59.5M +13% 7.28% 64.8% 455 22.42%
ANBT
2873
American National Bank & Trust
Texas
$512M +$60.5M +13% 12.1% 95.1% 350 19.71%
JPMIA
2874
J.P. Marvel Investment Advisors
Massachusetts
$512M +$180M +54% 11.8% 141% 73 26.03%
ANB
2875
Amarillo National Bank
Texas
$511M +$29.8M +6% 6.5% 56.3% 108 8.33%