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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 Avg Holding
Period (Yrs)
DCM
5776
Dudley Capital Management
Virginia
$227M -$3.25M -1% 1.58% 129% 152 19.08% 2.3
Oakcliff Capital Partners
5777
Oakcliff Capital Partners
New York
$227M -$6.61M -3% 5.44% 133% 8 0% 5.8
GEM Asset Management
5778
GEM Asset Management
Michigan
$227M +$2.2M +1% 1.25% 62.9% 113 10.62% 2.3
Steadview Capital Management
5779
Steadview Capital Management
United Kingdom
$227M -$304M -57% 27.3% 839% 14 35.71% 1.7
WAM
5780
Westport Asset Management
Connecticut
$226M -$13.3M -6% 1.92% 64.2% 80 8.75% 7
BancFirst Trust & Investment Management
5781
BancFirst Trust & Investment Management
Oklahoma
$226M -$16.2M -7% 11.3% 44.1% 42 9.52% 2.5
Patron Partners
5782
Patron Partners
Texas
$226M +$1.84M +0.8% 1.45% 90.2% 193 11.92% 3.4
Horizon Financial Services
5783
Horizon Financial Services
North Carolina
$226M +$6.48M +3% 0.84% 42.6% 396 11.11% 1.4
Ergawealth Advisors
5784
Ergawealth Advisors
Illinois
$226M +$8.83M +4% 2.89% 50% 59 15.25% 2
Endowment Wealth Management
5785
Endowment Wealth Management
Wisconsin
$226M +$8.46M +4% 1.51% 70.7% 172 16.28% 2.3
MOKAN Wealth Management
5786
MOKAN Wealth Management
Kansas
$226M +$499K +0.2% 1.05% – 115 15.65% 0.8
Robbins Farley
5787
Robbins Farley
New Hampshire
$226M +$5.39M +2% 1.27% 106% 150 7.33% 3.1
State of New Jersey Common Pension Fund A
5788
State of New Jersey Common Pension Fund A
New Jersey
$226M -$44.1M -16% 14.8% – 3 0% 1
Peak Financial Advisors
5789
Peak Financial Advisors
Colorado
$226M +$3.25M +1% 5.59% 39.1% 100 43% 1.8
ShariaPortfolio
5790
ShariaPortfolio
Florida
$226M -$11.6M -5% 3.6% 254% 43 51.16% 1
Heritage Family Offices
5791
Heritage Family Offices
Arizona
$225M +$5.45M +2% 0.64% – 244 36.89% 1.1
BCFD
5792
Boit C.F. David
$225M -$6.09M -3% 0.86% 84.2% 120 3.33% 3.7
Keystone Global Partners
5793
Keystone Global Partners
Colorado
$225M -$2.05M -0.9% 2.78% – 58 10.34% 0.9
SFC
5794
SEG Family Corp
$225M -$157M -41% 31.8% – 1 0% 0.8
WD Rutherford
5795
WD Rutherford
Oregon
$225M -$14.2M -6% 1.58% 189% 81 22.22% 3.1
Altus Wealth Management
5796
Altus Wealth Management
Kentucky
$225M -$6.98M -3% 2.05% 73% 30 6.67% 4.1
NIA Impact Advisors
5797
NIA Impact Advisors
California
$225M -$73M -25% 3.17% – 111 28.83% 2.3
Family Capital Management
5798
Family Capital Management
Michigan
$225M -$220K -0.1% 2.82% 78.7% 107 9.35% 1.9
CCC
5799
Chelsea Counsel Company
California
$225M -$8.05M -3% 9.54% 106% 244 6.97% 3.7
Ballast Asset Management
5800
Ballast Asset Management
Texas
$225M +$13M +6% 8.12% 123% 53 3.77% 1.9