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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
NAS
2176
Nicolet Advisory Services
Wisconsin
$674M -$92.5M -12% 12.7% 62.7% 209 14.83%
DIP
2177
DT Investment Partners
Pennsylvania
$673M -$102M -13% 12.3% 58% 163 14.72%
ADL
2178
Asset Dedication LLC
California
$673M -$225M -25% 9.23% 67.8% 1,059 48.82%
JLBC
2179
J.L. Bainbridge & Co
Florida
$673M -$205M -23% 16.8% 93.8% 91 18.68%
AWA
2180
Arkadios Wealth Advisors
Georgia
$672M -$91.3M -12% 14% 91.1% 616 21.92%
TW
2181
Transform Wealth
Colorado
$672M -$220M -25% 13.7% 48.4% 233 19.74%
BFG
2182
Beacon Financial Group
Texas
$672M -$78.5M -10% 10.7% 60.3% 232 7.33%
EC
2183
Estate Counselors
Wisconsin
$672M -$97.1M -13% 8.8% 60% 207 41.55%
LC
2184
Lavaca Capital
Texas
$672M -$256M -28% 11.6% 46.5% 198 29.29%
FVWA
2185
Foster Victor Wealth Advisors
South Carolina
$672M -$58.2M -8% 13.1% 68.9% 150 17.33%
CCMD
2186
Cypress Capital Management (Delaware)
Delaware
$672M -$125M -16% 11% 25.6% 211 9.95%
VS
2187
VK Services
California
$671M -$1.28B -66% 54% 1,605% 11 9.09%
SCA
2188
Spearhead Capital Advisors
Florida
$670M -$137M -17% 15.8% 25.2% 217 28.11%
IVGAI
2189
Index Venture Growth Associates III
Jersey
$670M -$550M -45% 34.3% 740% 4 25%
IAM
2190
Ion Asset Management
Israel
$669M -$114M -15% 18.7% 125% 48 31.25%
CU
2191
CDAM (UK)
United Kingdom
$669M -$95.1M -12% 14.8% 7.89% 13 15.38%
MW
2192
Marcum Wealth
Ohio
$668M -$56.5M -8% 14.5% 20% 424 16.27%
LMGAM
2193
Liberty Mutual Group Asset Management
Massachusetts
$668M -$2.17B -76% 12.9% 47.9% 165 31.52%
PFC
2194
Phocas Financial Corp
California
$668M -$136M -17% 14.5% 222 15.32%
OCM
2195
Olstein Capital Management
New York
$667M -$131M -16% 16.4% 16.6% 108 5.56%
TC
2196
Teilinger Capital
Texas
$667M +$279M +72% 10.1% 30.2% 67 59.7%
UBV
2197
United Bank (Virginia)
Virginia
$667M -$93.4M -12% 10.7% 76.1% 166 13.86%
GCP
2198
GSA Capital Partners
United Kingdom
$666M -$78.6M -11% 17.7% 94.7% 1,985 64.08%
JVBC
2199
J.V. Bruni & Co
Colorado
$666M -$130M -16% 14.2% 97.9% 34 8.82%
AHC
2200
Anderson Hoagland & Co
Missouri
$666M -$111M -14% 15.4% 95.1% 115 12.17%