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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
AWM
3826
Abound Wealth Management
Tennessee
$440M +$13.1M +3% 1.36% 58.6% 1,623 19.72%
FGWP
3827
Founders Grove Wealth Partners
Virginia
$440M -$4.67M -1% 1.63% 169 14.79%
DA
3828
Doliver Advisors
Texas
$440M +$40.3M +10% 15.4% 81% 186 8.6%
DCM
3829
DAFNA Capital Management
California
$440M +$9.07M +2% 11.1% 240% 87 16.09%
CDMG
3830
Creek Drive Management Group
California
$439M +$5.68M +1% 6.48% 68 48.53%
TWG
3831
The Wealth Group
Minnesota
$439M -$7.73M -2% 3.87% 98 13.27%
STCG
3832
Speece Thorson Capital Group
Minnesota
$439M -$23M -5% 5.4% 26.4% 47 29.79%
HCM
3833
Harvey Capital Management
Florida
$439M -$30.1M -6% 4.91% 141% 92 19.57%
WCM
3834
Whitener Capital Management
North Carolina
$438M -$1.04M -0.2% 0.4% 98.5% 179 8.38%
WAS
3835
Winch Advisory Services
Wisconsin
$438M -$14.1M -3% 2.96% 72.5% 540 6.11%
DA
3836
Detalus Advisors
Missouri
$438M +$27.6M +7% 2.27% 67.9% 190 12.63%
CCT
3837
Capital City Trust
Florida
$437M -$12.3M -3% 0.12% 78% 118 8.47%
BONH
3838
Bank of New Hampshire
New Hampshire
$437M -$7.47M -2% 0.16% 86.4% 569 23.55%
3IP
3839
3Chopt Investment Partners
Virginia
$437M -$9.25M -2% 0.16% 116% 257 16.73%
SPT
3840
Siemens Pension Trust
Germany
$437M -$191M -30% 30.4% 32% 1 0%
BCM
3841
Beck Capital Management
Texas
$437M +$16.8M +4% 8.67% 205% 137 27.01%
VBA
3842
von Borstel & Associates
Oregon
$437M +$10.4M +2% 0.66% 43 9.3%
MAV
3843
Mason & Associates (Virginia)
Virginia
$437M -$3.12M -0.7% 2.13% 45 15.56%
TECP
3844
Trails Edge Capital Partners
Georgia
$437M +$31.8M +8% 17.4% 35 57.14%
VDBMI
3845
Van Den Berg Management I
Texas
$436M -$300K -0.1% 6.72% 146% 140 15%
VIM
3846
VELA Investment Management
Ohio
$436M +$11M +3% 1.32% 54.6% 196 25.51%
NF
3847
Napier Financial
Massachusetts
$436M +$35.6M +9% 1.7% 610 91.48%
REMPR
3848
Roof Eidam Maycock Peralta (REMP)
California
$436M -$5.35M -1% 1.36% 55.5% 128 2.34%
SCP
3849
Seafarer Capital Partners
California
$436M +$50.9M +13% 12.2% 76.2% 9 0%
SWG
3850
Summit Wealth Group
Vermont
$436M +$7.52M +2% 1.26% 38.4% 127 7.09%