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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
DG
5001
Daventry Group
New York
$231M -$30.6M -12% 10.9% 12.7% 10 40%
ACH
5002
Axis Capital Holdings
Bermuda
$231M -$158K -0.1% 4.23% 67% 3 33.33%
SFS
5003
Searcy Financial Services
Kansas
$231M +$14.6M +7% 1.47% 58.5% 28 14.29%
PP
5004
Praetorian PR
Puerto Rico
$231M -$18.7M -7% 2.87% 107% 34 55.88%
ACM
5005
Ardent Capital Management
Ohio
$231M +$11.3M +5% 5.34% 77.5% 46 13.04%
ALC
5006
Alexander Labrunerie & Co
Missouri
$231M +$4.75M +2% 2.08% 112 12.5%
CPW
5007
Crestmont Private Wealth
Texas
$231M +$8.7M +4% 1.5% 45.8% 88 26.14%
PC
5008
Periscope Capital
Ontario, Canada
$231M +$50.3M +28% 2.96% 26.8% 251 37.45%
AWS
5009
Arkfeld Wealth Strategies
Nebraska
$231M +$13M +6% 0.25% 83.9% 99 7.07%
OWM
5010
OneAscent Wealth Management
Alabama
$231M -$11.8M -5% 0.65% 36.8% 168 13.69%
NRC
5011
New Republic Capital
North Carolina
$231M +$77.5M +51% 2.4% 72.9% 258 14.34%
HA
5012
Hanover Advisors
South Carolina
$231M -$7.76M -3% 2.76% 97 9.28%
FPGT
5013
Financial Partners Group (Tennessee)
Tennessee
$230M -$10.4M -4% 0.41% 96 17.71%
FPCG
5014
Forum Private Client Group
Indiana
$230M +$5.78M +3% 0.27% 40.5% 78 6.41%
CFG
5015
Cambridge Financial Group
Ohio
$230M -$11.8M -5% 0.62% 36 16.67%
JCM
5016
Jacobsen Capital Management
Utah
$230M -$4.72M -2% 1.6% 86.7% 104 12.5%
SWM
5017
Selective Wealth Management
Virginia
$230M -$16.5M -7% 2.89% 62.6% 109 8.26%
BIMC
5018
Benson Investment Management Company
Virginia
$230M -$11M -5% 3.2% 91.6% 60 43.33%
SCG
5019
Sonata Capital Group
Washington
$230M -$11.8M -5% 3.53% 57.4% 114 4.39%
FFAM
5020
Forge First Asset Management
Canada
$230M -$48.8M -18% 4.75% 112% 52 65.38%
MC
5021
McCarthy & Cox
Ohio
$230M -$58.5M -20% 2.01% 68 17.65%
CCM
5022
Cutter Capital Management
New York
$230M -$14.4M -6% 2.37% 31 64.52%
DA
5023
Dover Advisors
Virginia
$230M +$55.2M +32% 0.21% 60% 167 25.75%
BC
5024
Bayforest Capital
United Kingdom
$230M +$150M +188% 3.75% 926 50.54%
DCM
5025
Dean Capital Management
Kansas
$230M -$5.34M -2% 1.38% 57.7% 138 5.8%