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
DCM
2701
Disciplina Capital Management
Tennessee
$484M -$85.9M -15% 57
TFO
2702
Tarbox Family Office
California
$483M -$31.5M -6% 106
JTWM
2703
Jackson Thornton Wealth Management
Alabama
$483M -$14.5M -3% 46
PP
2704
Paloma Partners
Connecticut
$482M +$49.3M +11% 524
PFGIA
2705
Patriot Financial Group Insurance Agency
Massachusetts
$482M -$47.9M -9% 496
TWM
2706
Tanager Wealth Management
United Kingdom
$482M +$20.1M +4% 88
DAC
2707
Dividend Assets Capital
South Carolina
$482M -$4.05M -0.8% 541
PSCM
2708
Per Stirling Capital Management
Texas
$482M -$9.6M -2% 208
TIS
2709
Tortoise Index Solutions
Kansas
$481M -$8.74M -2% 67
MCM
2710
Mengis Capital Management
Oregon
$481M -$20M -4% 170
WEG
2711
World Equity Group
Illinois
$481M +$142M +42% 386
MWP
2712
Meridian Wealth Partners
Pennsylvania
$480M -$6.78M -1% 101
JBA
2713
Johnson Bixby & Associates
Washington
$480M -$2.54M -0.5% 103
NEPWA
2714
New England Private Wealth Advisors
Massachusetts
$480M -$15.4M -3% 117
CPA
2715
Capital Planning Advisors
California
$479M -$14M -3% 131
PCM
2716
Philosophy Capital Management
California
$479M +$31.5M +7% 35
GA
2717
Goldstein Advisors
Wisconsin
$479M +$1.64M +0.3% 180
HAS
2718
HBW Advisory Services
California
$479M +$18M +4% 344
SG
2719
Strid Group
Pennsylvania
$478M -$8.15M -2% 48
TWP
2720
TFO Wealth Partners
Ohio
$478M +$4.34M +0.9% 1,110
AG
2721
Alibaba Group
Hong Kong
$478M -$28.1M -6% 9
ANB
2722
Amarillo National Bank
Texas
$478M -$37.8M -7% 102
BEC
2723
Blue Edge Capital
Virginia
$477M -$19.3M -4% 103
AACP
2724
Advantage Alpha Capital Partners
California
$476M -$24.1M -5% 97
MWM
2725
Madison Wealth Management
Ohio
$476M -$18.5M -4% 158