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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
LJHT
4951
Laurie J. Hall Trustee
$283M -$17.6M -6% 2.46% 96% 111 9.01%
DIP
4952
Davis Investment Partners
North Carolina
$283M -$2.84M -1% 1.68% 64.6% 180 22.78%
UFAC
4953
Urban Financial Advisory Corp
Illinois
$283M +$28.2M +11% 2.24% 57 5.26%
TC
4954
TAGStone Capital
North Carolina
$283M +$14.3M +5% 1.45% 50.8% 140 19.29%
DKAM
4955
Drummond Knight Asset Management
Australia
$283M -$74.6M -21% 24.6% 18 61.11%
DRD
4956
Dennis R. Delaney
$282M +$83.5M +42% 2.65% 57% 61 21.31%
WE
4957
Wealth Effects
Massachusetts
$282M -$37.6M -12% 0.47% 160% 252 19.05%
AFS
4958
Access Financial Services
Minnesota
$282M +$7.42M +3% 0.72% 44.8% 109 21.1%
FCAM
4959
First Citizens Asset Management
North Carolina
$282M -$3.94M -1% 2.4% 44.2% 30 16.67%
SIC
4960
Samalin Investment Counsel
New York
$282M +$72.3K +0% 0.7% 62.8% 335 11.64%
DC
4961
Defender Capital
North Carolina
$282M -$26.7M -9% 7.1% 83.5% 40 20%
II
4962
INCA Investments
Florida
$282M -$4.11M -1% 1.09% 128% 10 10%
3CP
4963
3G Capital Partners
New York
$282M -$142M -34% 14% 190% 16 56.25%
MFG
4964
Monte Financial Group
Connecticut
$282M +$13.3M +5% 3.27% 55% 100 7%
FS
4965
Financial Symmetry
North Carolina
$281M +$36.3M +15% 0.77% 67 16.42%
TPW
4966
Tiller Private Wealth
Pennsylvania
$281M +$405K +0.1% 0.27% 53.5% 67 4.48%
BA
4967
Bluesphere Advisors
Pennsylvania
$281M +$55.2M +24% 4.51% 81.4% 127 27.56%
BWM
4968
Biltmore Wealth Management
Arizona
$281M +$16.3M +6% 1.94% 55.6% 62 8.06%
RCP
4969
Remedium Capital Partners
Florida
$281M +$111M +65% 36% 6 0%
IB
4970
Iyo Bank
Japan
$281M -$32.1M -10% 4.23% 96.3% 42 28.57%
IP
4971
Investment Partners
Ohio
$281M -$4.63M -2% 0.58% 58.7% 157 8.28%
NRCM
4972
Northern Right Capital Management
Connecticut
$281M -$99.9M -26% 5.24% 150% 33 42.42%
SA
4973
SoundView Advisors
Washington
$281M -$5.68M -2% 0.65% 33 15.15%
FFP
4974
Freedom Financial Partners
Minnesota
$281M +$5.89M +2% 0.57% 93 11.83%
VP
4975
venBio Partners
California
$281M +$64.3M +30% 51.3% 648% 6 0%