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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
3276
Dorchester Wealth Management
Quebec, Canada
$501M -$46.9M -9% 0.17% 18.3% 169 17.75%
PCMC
3277
Paragon Capital Management (Colorado)
Colorado
$501M -$8.99M -2% 3.71% 95.2% 209 12.44%
RAA
3278
RWC Asset Advisors
Florida
$501M -$336M -40% 1.31% 268% 19 21.05%
PCMC
3279
Private Capital Management (Colorado)
Colorado
$501M -$54.1M -10% 0.68% 20% 293 27.99%
ACM
3280
ADAR1 Capital Management
Texas
$500M -$115M -19% 5.02% 330 49.39%
CWS
3281
Cypress Wealth Services
California
$498M +$14.3M +3% 1.39% 71.8% 309 18.12%
SSA
3282
Sierra Summit Advisors
Nevada
$498M +$62.9M +14% 9.76% 175 37.71%
TFA
3283
Tobias Financial Advisors
Florida
$497M -$1.49M -0.3% 2.16% 44.5% 115 10.43%
VCM
3284
Virtue Capital Management
Tennessee
$497M -$2.81M -0.6% 1.73% 91% 299 26.76%
NICM
3285
Neo Ivy Capital Management
New York
$496M +$188M +61% 1.17% 427 77.75%
GS
3286
Gagnon Securities
New York
$496M -$8.05M -2% 7.64% 129% 105 16.19%
RA
3287
Resolute Advisors
California
$496M +$8.9M +2% 2.26% 36.7% 84 27.38%
AIA
3288
Allied Investment Advisors
Montana
$496M -$8.66M -2% 1.17% 60.6% 80 8.75%
SCM
3289
Shah Capital Management
North Carolina
$496M -$17.1M -3% 1.08% 242% 19 15.79%
RIS
3290
Retirement Income Solutions
Michigan
$496M +$57.8M +13% 1.73% 60.8% 155 9.68%
RAM
3291
Ramirez Asset Management
New York
$496M -$25.6M -5% 1.31% 86.8% 399 5.76%
IPW
3292
Impact Partnership Wealth
Georgia
$495M +$52.3M +12% 1.13% 47.3% 340 45%
JHCP
3293
Jackson Hole Capital Partners
Oklahoma
$495M +$15.6M +3% 4.03% 71.4% 284 8.8%
BHPW
3294
Beverly Hills Private Wealth
California
$495M +$188K +0% 1.67% 80% 359 13.37%
KC
3295
Keenan Capital
California
$495M +$43.4M +10% 28.2% 110% 10 10%
TSMHT
3296
Thurston Springer Miller Herd & Titak
Indiana
$495M +$132M +36% 0.68% 1,706 30.07%
EWM
3297
Edge Wealth Management
New York
$494M -$4.1M -0.8% 1.14% 61.6% 84 9.52%
KGAMU
3298
KPS Global Asset Management (UK)
United Kingdom
$494M +$75.1M +18% 18% 523% 4 0%
SOAMC
3299
Spirit of America Management Corp
New York
$494M -$7.86M -2% 2.81% 110% 315 2.86%
LBIM
3300
Land & Buildings Investment Management
Connecticut
$494M +$4.47M +0.9% 1.41% 53.9% 22 22.73%