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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
DWM
3026
Dorchester Wealth Management
Quebec, Canada
$548M +$30.6M +6% 10.9% 18.3% 173 13.87%
DSC
3027
Duncker Streett & Co
Missouri
$548M +$27.8M +5% 7.22% 90.9% 499 4.61%
ANB
3028
Amarillo National Bank
Texas
$547M +$21.7M +4% 6.27% 56.3% 93 9.68%
WDL
3029
Well Done LLC
Michigan
$547M +$66M +14% 15.2% 77% 189 10.58%
DWA
3030
Divergent Wealth Advisors
Utah
$547M +$30M +6% 4.01% 14.7% 33 3.03%
GG
3031
Gleason Group
Kentucky
$546M +$53.5M +11% 6.41% 64% 272 30.88%
BAM
3032
Bell Asset Management
Australia
$546M -$167M -23% 6.54% 32.7% 65 4.62%
WAM
3033
Wilsey Asset Management
California
$545M +$69.2M +15% 11.3% 55% 22 9.09%
BIA
3034
Bell Investment Advisors
California
$545M +$35.9M +7% 5.77% 41% 1,970 6.04%
TWM
3035
Thrive Wealth Management
Pennsylvania
$545M +$34.4M +7% 6.41% 73.8% 232 14.22%
CFS
3036
CRA Financial Services
New Jersey
$545M +$49.5M +10% 5.65% 78.9% 273 10.26%
AOWM
3037
Alpha Omega Wealth Management
Virginia
$545M +$21.5M +4% 7.19% 60.7% 215 7.91%
TWP
3038
TFO Wealth Partners
Ohio
$545M +$33.3M +7% 6.7% 63.6% 54 37.04%
KIG
3039
Kowal Investment Group
Wisconsin
$544M +$42.5M +8% 5.52% 21.1% 205 14.15%
TA
3040
TRB Advisors
New York
$543M +$6.95M +1% 5.14% 64% 6 16.67%
QCM
3041
Qsemble Capital Management
New York
$543M +$16.3M +3% 5.98% 39.9% 580 68.62%
WMIG
3042
White Mountains Insurance Group
New Hampshire
$543M +$99.5M +22% 24.5% 105% 2 0%
OC
3043
Oarsman Capital
Wisconsin
$543M +$86.5M +19% 6.16% 70.6% 907 74.31%
CM
3044
CoreCommodity Management
Connecticut
$543M +$285M +110% 0.07% 65.8% 151 23.18%
PWW
3045
Pettyjohn Wood & White
Virginia
$543M +$28M +5% 6.57% 70.9% 200 6%
FCM
3046
Fourpath Capital Management
Oklahoma
$543M +$408M +302% 7.95% 78% 787 83.74%
CAWM
3047
Capital Advisors Wealth Management
Washington
$543M +$36.9M +7% 5.39% 63.8% 174 12.07%
EPAM
3048
Euro Pacific Asset Management
Puerto Rico
$543M +$37.7M +7% 11.9% 122% 75 9.33%
DCM
3049
Divisar Capital Management
California
$542M +$14.3M +3% 4.21% 194% 34 8.82%
CSNH
3050
Crow's Nest Holdings
Virginia
$542M +$97M +22% 11.4% 103% 10 30%