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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
DFIG
4351
Dragon Financial & Investment Group
California
$87.4M -$22.9M -21% 0.27% 37 32.43%
HFP
4352
Holistic Financial Partners
Indiana
$87.4M -$32.6M -27% 1.48% 95.7% 437 91.99%
CRIG
4353
Charter Research & Investment Group
Connecticut
$87.2M +$3.44M +4% 1.93% 71.1% 76 6.58%
CP
4354
Clover Partners
Texas
$87M -$2.71M -3% 4.6% 32.2% 29 17.24%
LFG
4355
Larson Financial Group
Missouri
$86.8M +$1.63M +2% 1.36% 59.9% 50 12%
KCP
4356
Kenmare Capital Partners
New York
$86.7M -$6.68M -7% 7.3% 48.8% 20 10%
CFGF
4357
Compass Financial Group (Florida)
Florida
$86.7M +$2.51M +3% 2.18% 36.3% 18 0%
NWS
4358
Newport Wealth Strategies
California
$86.4M -$41.4M -32% 4% 51.5% 101 24.75%
LM
4359
Litespeed Management
New York
$86.2M +$27.4M +47% 11.6% 73.7% 11 45.45%
CAM
4360
Chesapeake Asset Management
New York
$85.8M -$7.44M -8% 3.16% 137% 67 17.91%
SNBOSD
4361
Security National Bank of So Dak
Iowa
$85.8M -$1.51M -2% 2.45% 58.9% 88 5.68%
SP
4362
Successful Portfolios
Florida
$85.6M +$3.26M +4% 2% 101% 138 9.42%
TODC
4363
Trustees of Dartmouth College
New Hampshire
$85.5M +$14.7M +21% 20.9% 39% 28 32.14%
FCM
4364
Fairbanks Capital Management
California
$85.4M -$13.7M -14% 6.74% 69.4% 31 9.68%
CPA
4365
Columbia Pacific Advisors
Washington
$85.4M +$7.87M +10% 34.4% 5.27% 40 47.5%
UIA
4366
UBP Investment Advisors
Switzerland
$84.8M -$7.82M -8% 2.2% 11.2% 52 21.15%
CC
4367
Colrain Capital
Massachusetts
$84.8M -$9.6M -10% 5.16% 39 2.56%
ALIONA
4368
Allianz Life Insurance of North America
Minnesota
$84.6M +$12.5M +17% 1.76% 124 29.03%
UC
4369
Unterberg Capital
New York
$84.4M -$1.22M -1% 20.7% 30 26.67%
AAC
4370
Acorn Advisory Capital
New York
$84.3M +$20M +31% 9.97% 61 62.3%
DVC
4371
Deer VII & Co
New York
$83.7M +$56.9M +213% 37.2% 241% 4 25%
KIG
4372
Kessler Investment Group
Indiana
$83.5M +$4.88M +6% 5.79% 218% 184 47.83%
IVMX
4373
Institutional Venture Management XV
California
$83.4M +$6.03M +8% 2.34% 36.3% 5 20%
CCM
4374
Cox Capital Management
Massachusetts
$82.9M 4.4% 95.3% 63
RRWA
4375
Rainey & Randall Wealth Advisors
Florida
$82.9M -$45.4M -35% 1.14% 47.8% 32 25%