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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
DWP
2951
Destiny Wealth Partners
Florida
$519M +$20.7M +4% 2.57% 63.7% 584 15.92%
CCA
2952
Column Capital Advisors
Indiana
$519M +$43.3M +9% 6.32% 20.4% 845 18.58%
DCM
2953
Disciplina Capital Management
Tennessee
$518M +$62M +14% 3.71% 30% 65 36.92%
BEC
2954
Blue Edge Capital
Virginia
$518M +$38.8M +8% 7.16% 67.4% 104 8.65%
SFS
2955
Summit Financial Strategies
Ohio
$518M -$5.35M -1% 6.3% 57.8% 134 17.91%
CFA
2956
Cahill Financial Advisors
Minnesota
$518M +$29.7M +6% 6.18% 55.9% 869 75.03%
NLG
2957
New Legacy Group
New York
$517M 2.9% 32
SIA
2958
Strategic Investment Advisors
Michigan
$517M +$61.2M +13% 5.82% 66.1% 196 13.27%
NTCM
2959
Nut Tree Capital Management
New York
$517M +$46.7M +10% 5.03% 101% 12 33.33%
SFWA
2960
Summit Financial Wealth Advisors
Louisiana
$517M +$75.4M +17% 6.62% 61.5% 144 13.19%
TCP
2961
ThornTree Capital Partners
Massachusetts
$517M -$191M -27% 11.2% 217% 36 52.78%
VCM
2962
Vector Capital Management
California
$517M -$336M -39% 26.2% 42.7% 7 14.29%
HIM
2963
Hanlon Investment Management
New Jersey
$516M +$33.4M +7% 5.07% 80.6% 135 13.33%
SB
2964
Samsara BioCapital
California
$515M -$122M -19% 13% 1,580% 51 5.88%
CP
2965
Corbenic Partners
Pennsylvania
$515M +$103M +25% 7.72% 328 23.17%
FRM
2966
Foundation Resource Management
Arkansas
$514M +$70.9M +16% 10.7% 67.8% 52 5.77%
OCA
2967
Octagon Capital Advisors
New York
$514M +$108M +27% 5.84% 2,969% 36 38.89%
GA
2968
Geller Advisors
New York
$513M +$54.8M +12% 10.1% 20.4% 178 12.36%
PCM
2969
Philosophy Capital Management
California
$513M 0.79% 77.5% 34
KTC
2970
Kistler-Tiffany Companies
Pennsylvania
$512M +$70.2M +16% 9.64% 52% 780 8.97%
PWPS
2971
Pinnacle Wealth Planning Services
Ohio
$512M +$59.5M +13% 7.28% 82.1% 455 22.42%
ANBT
2972
American National Bank & Trust
Texas
$512M +$60.5M +13% 12.1% 95.1% 350 19.71%
JPMIA
2973
J.P. Marvel Investment Advisors
Massachusetts
$512M +$180M +54% 11.8% 183% 73 26.03%
ANB
2974
Amarillo National Bank
Texas
$511M +$29.8M +6% 6.5% 56.3% 108 8.33%
EBSAM
2975
Eubel Brady & Suttman Asset Management
Ohio
$510M +$29.5M +6% 7.67% 40.2% 79 13.92%