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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
DA
2201
Denali Advisors
California
$931M +$565M +155% 6.6% 106% 307 54.72%
CF
2202
Cypress Funds
California
$931M +$185M +25% 6.76% 100% 15 13.33%
WFAG
2203
Wescott Financial Advisory Group
Pennsylvania
$930M +$69.1M +8% 5.73% 55.5% 172 5.81%
MW
2204
MBL Wealth
North Carolina
$930M +$34.1M +4% 5% 47.7% 217 8.76%
FHC
2205
First Heartland Consultants
Missouri
$930M -$503M -35% 5.7% 55.2% 496 18.95%
TCMV
2206
Technology Crossover Management VIII
California
$929M +$37.1M +4% 27.6% 77.9% 6 0%
TCM
2207
Tran Capital Management
California
$929M +$66.5M +8% 6.81% 149% 62 19.35%
SWM
2208
SeaCrest Wealth Management
New York
$929M +$49.8M +6% 5.07% 142% 669 11.06%
1SP
2209
140 Summer Partners
New York
$928M +$97.4M +12% 11.9% 202% 23 34.78%
DAM
2210
Dorsey Asset Management
Illinois
$928M +$88.2M +11% 15.4% 122% 12 8.33%
AH
2211
Allen Holding
New York
$927M +$127M +16% 16% 135% 14 0%
VFA
2212
Voya Financial Advisors
Connecticut
$927M +$42.4M +5% 6.33% 44.8% 245 12.65%
LGM
2213
Logos Global Management
California
$927M -$316M -25% 10.6% 1,585% 71 42.25%
C
2214
Certuity
Florida
$926M -$329M -26% 4.97% 190% 392 16.84%
TCM
2215
Tensile Capital Management
California
$925M +$18M +2% 10.5% 47.7% 21 23.81%
BFG
2216
Beacon Financial Group
Texas
$924M +$46.3M +5% 5.99% 60.3% 338 8.88%
MIM
2217
Monashee Investment Management
Massachusetts
$924M +$150M +19% 10.3% 520% 144 70.14%
LA
2218
Legacy Advisors
Pennsylvania
$924M +$101M +12% 7.98% 391 19.44%
NP
2219
Ninepoint Partners
Ontario, Canada
$923M -$130M -12% 9.09% 82.6% 115 36.52%
CAM
2220
Carret Asset Management
New York
$922M +$65.1M +8% 7.34% 94.4% 293 8.19%
BFC
2221
Banc Funds Company
Illinois
$921M +$78.4M +9% 11.5% 69% 133 10.53%
CC
2222
Conversant Capital
New Jersey
$921M +$370M +67% 2.43% 228% 25 56%
SC
2223
Sagefield Capital
Texas
$921M -$26.7M -3% 0.05% 115% 118 41.53%
DP
2224
DDD Partners
Washington
$921M +$58.4M +7% 6.41% 62.1% 107 16.82%
HB
2225
HTLF Bank
Colorado
$921M +$41.8M +5% 8.04% 254 12.6%