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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
DT
3701
Daniels + Tansey
Delaware
$324M +$35M +12% 6.48% 21.1% 36 5.56%
BCM
3702
Beck Capital Management
Texas
$323M +$25.8M +9% 10.7% 205% 157 21.66%
2L
3703
22NW LP
Washington
$323M -$12.3M -4% 4.8% 131% 28 10.71%
HEIP
3704
Hudson Edge Investment Partners
New Jersey
$323M +$18.2M +6% 8.72% 68.8% 145 13.79%
KC
3705
Knuff & Co
California
$323M +$55.3M +21% 11.7% 73.7% 167 13.77%
RCM
3706
Requisite Capital Management
Texas
$323M -$150M -32% 5.32% 31.7% 103 40.78%
HCM
3707
Harvey Capital Management
Florida
$323M +$30.6M +10% 10.2% 141% 85 17.65%
AWMG
3708
Alliance Wealth Management Group
New Jersey
$322M +$14.5M +5% 3.58% 77 9.09%
RWM
3709
Rezny Wealth Management
Florida
$322M +$27.4M +9% 8.61% 91.9% 21 4.76%
MCM
3710
Monument Capital Management
Virginia
$322M +$28.1M +10% 10% 160% 160 21.25%
LKIM
3711
Lawson Kroeker Investment Management
Nebraska
$322M +$20.6M +7% 9.91% 64.5% 62 3.23%
OWM
3712
Opes Wealth Management
California
$322M +$39.2M +14% 7.8% 54.1% 110 13.64%
AFS
3713
Annapolis Financial Services
Maryland
$322M +$20.5M +7% 4.54% 15% 518 14.29%
BFC
3714
Bedel Financial Consulting
Indiana
$322M +$30.3M +10% 11.6% 104% 1,121 13.11%
MDCM
3715
Morgan Dempsey Capital Management
Wisconsin
$321M +$17.5M +6% 9.2% 40.8% 107 11.21%
BA
3716
Bellwether Advisors
Nebraska
$321M +$20.8M +7% 7.85% 85% 626 18.21%
AC
3717
Asio Capital
Kentucky
$321M +$31.3M +11% 8.68% 88% 123 21.95%
EGWAG
3718
Elwood & Goetz Wealth Advisory Group
Georgia
$321M +$31.3M +11% 4.31% 40.7% 58 12.07%
GPSPJS
3719
General Pension Society PZU Joint Stock
Poland
$321M +$7.36M +2% 10.6% 112% 19 5.26%
CCG
3720
Cloverfields Capital Group
Minnesota
$321M +$10.2M +3% 17.3% 91.5% 69 18.84%
FWSM
3721
First Wilshire Securities Management
California
$321M +$19.1M +6% 8.47% 107% 90 8.89%
NL
3722
NVWM LLC
Pennsylvania
$321M +$42.8M +15% 10% 107% 572 18.53%
SAIG
3723
Semper Augustus Investments Group
Colorado
$321M +$11M +4% 7.24% 90.2% 38 13.16%
ACG
3724
Aventail Capital Group
New York
$320M -$20.1M -6% 8.56% 147% 60 68.33%
WPA
3725
West Paces Advisors
Georgia
$320M +$35.5M +12% 7.27% 53.2% 642 21.96%