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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
CM
2926
Condire Management
Texas
$467M +$132M +40% 4.65% 252% 26 50%
FAM
2927
Formidable Asset Management
Ohio
$466M +$5.68M +1% 5.19% 52.2% 354 24.29%
JWM
2928
JGP Wealth Management
Oregon
$465M +$18.7M +4% 6.2% 78.2% 171 21.64%
KLWA
2929
Kelly Lawrence W & Associates
California
$465M +$42.5M +10% 10% 58.9% 165 13.94%
HH
2930
Hernani Holdings
Wyoming
$465M -$69.3M -13% 5.08% 13 7.69%
BCM
2931
Bourgeon Capital Management
Connecticut
$465M +$13.9M +3% 6.3% 117% 299 9.36%
LJAC
2932
L.J. Altfest & Co
New York
$464M +$40.8M +10% 5.44% 66.7% 306 23.53%
CAS
2933
Cascadia Advisory Services
Oregon
$463M +$12.1M +3% 6.3% 262 22.9%
LWANC
2934
Laurel Wealth Advisors (North Carolina)
North Carolina
$463M +$50.8M +12% 6.34% 63.3% 774 16.93%
DCM
2935
DG Capital Management
New York
$463M +$44.6M +11% 7.72% 81.2% 252 73.41%
WWM
2936
Windsor Wealth Management
Indiana
$463M +$43.1M +10% 6.23% 37.3% 218 11.47%
GBT
2937
Grove Bank & Trust
Florida
$462M +$36.6M +9% 6.62% 71.8% 222 4.95%
GA
2938
Geller Advisors
New York
$462M +$37.5M +9% 8.36% 20.4% 141 14.89%
NEIRG
2939
New England Investment & Retirement Group
Massachusetts
$460M +$46.4M +11% 7.81% 72.5% 113 27.43%
HI
2940
Hendershot Investments
Virginia
$460M +$28.1M +7% 6.29% 52.6% 93 5.38%
DCM
2941
Dimension Capital Management
Florida
$460M +$34.7M +8% 7.19% 59.4% 116 18.97%
OCM
2942
OLP Capital Management
Hong Kong
$459M +$167M +57% 13.1% 149% 6 16.67%
MFG
2943
Magnus Financial Group
New York
$459M +$45M +11% 6.48% 70.8% 257 14.4%
AB
2944
Aozora Bank
Japan
$459M +$68.3M +17% 2.39% 4.51% 2 0%
AWM
2945
Altavista Wealth Management
North Carolina
$459M +$48.7M +12% 5.49% 80.6% 185 7.57%
NAM
2946
Nexpoint Asset Management
Texas
$458M +$75.3M +20% 14.8% 209% 247 65.99%
MC
2947
McMorgan & Co
California
$458M 3.43% 22.5% 39
MWM
2948
Minot Wealth Management
Massachusetts
$458M +$66M +17% 8.63% 233 26.61%
T
2949
TRUADVICE
Florida
$458M +$120M +35% 5.73% 21.6% 327 24.77%
PHP
2950
Parkman Healthcare Partners
Connecticut
$457M +$26.6M +6% 11.2% 313% 99 33.33%