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
DMC
2701
Deer Management Company
New York
$630M +$144M +30% 12
HDIM
2702
Hanson & Doremus Investment Management
Vermont
$630M +$32.5M +5% 462
BC
2703
Brio Consultants
California
$629M +$22M +4% 107
ECM
2704
Exchange Capital Management
Michigan
$628M +$14.1M +2% 199
BW
2705
Bison Wealth
Georgia
$627M +$12.9M +2% 487
FNA
2706
First National Advisers
Nebraska
$627M +$80M +15% 221
MA
2707
Madrone Advisors
California
$626M +$56.7M +10% 7
JE
2708
JMAC Enterprises
Pennsylvania
$626M +$56.5M +10% 181
CCM
2709
Canal Capital Management
Virginia
$626M +$40.4M +7% 159
FAM
2710
Formidable Asset Management
Ohio
$626M +$7.93M +1% 420
ABWM
2711
Alpine Bank Wealth Management
Colorado
$626M 427
BWP
2712
BSW Wealth Partners
Colorado
$625M +$16M +3% 332
AWM
2713
Aprio Wealth Management
Georgia
$625M +$76.3M +14% 300
RFP
2714
Root Financial Partners
California
$625M +$198M +46% 157
OP
2715
ORG Partners
Indiana
$625M -$179M -22% 1,939
OCA
2716
Octagon Capital Advisors
New York
$625M +$18.6M +3% 50
DCM
2717
Disciplina Capital Management
Tennessee
$624M +$20.7M +3% 72
LSPW
2718
Lake Street Private Wealth
Illinois
$624M -$148M -19% 330
NPPM
2719
North Point Portfolio Managers
Ohio
$624M +$55.6M +10% 94
LWANC
2720
Laurel Wealth Advisors (North Carolina)
North Carolina
$622M +$50.9M +9% 754
EWM
2721
Evermay Wealth Management
Virginia
$622M -$1.35M -0.2% 641
KFS
2722
Kurt F. Somerville
$621M +$28M +5% 99
CANC
2723
Culbertson A N & Co
Virginia
$621M +$48.5M +8% 126
TCM
2724
Towercrest Capital Management
Pennsylvania
$621M +$13M +2% 110
GA
2725
Gateway Advisory
New Jersey
$620M +$31.4M +5% 146