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
2776
Dimension Capital Management
Florida
$293M -$2.87M -1% 102
SIA
2777
SeaBridge Investment Advisors
New Jersey
$293M -$8.18M -3% 281
FC
2778
Fulcrum Capital
Washington
$293M +$19.7M +7% 79
CBA
2779
Coastal Bridge Advisors
Connecticut
$293M -$45M -13% 163
PP
2780
Pegasus Partners
Wisconsin
$293M -$38.6M -12% 194
LWANC
2781
Laurel Wealth Advisors (North Carolina)
North Carolina
$293M +$8.59M +3% 555
IWP
2782
Icon Wealth Partners
Texas
$292M +$9.65M +3% 179
TP
2783
Toronado Partners
California
$292M +$64.6M +28% 12
TCA
2784
Teewinot Capital Advisers
New York
$292M -$9.67M -3% 33
RA
2785
RMR Advisors
Massachusetts
$292M +$17M +6% 119
OCM
2786
Oakview Capital Management
Texas
$292M -$11.4M -4% 16
SC
2787
Stratford Consulting
Texas
$292M +$8.8M +3% 59
PRS
2788
Pinkerton Retirement Specialists
Idaho
$292M +$6.71M +2% 64
BEC
2789
Blue Edge Capital
Virginia
$292M +$6.44M +2% 93
UFG
2790
United Fire Group
Iowa
$292M +$9.55M +3% 118
AMG
2791
Asset Management Group
Connecticut
$292M +$10M +4% 112
RCA
2792
Rowland Carmichael Advisors
Arizona
$291M +$2.48M +0.9% 365
MIP
2793
Marietta Investment Partners
Wisconsin
$291M -$12.6M -4% 150
HAIM
2794
Hunter Associates Investment Management
Pennsylvania
$291M +$224K +0.1% 171
BCB
2795
Brian C. Broderick
$291M +$4.85M +2% 87
VHMC
2796
Value Holdings Management Company
New York
$291M -$17.3M -6% 37
SIG
2797
Sky Investment Group
Connecticut
$290M +$4.8M +2% 102
BWA
2798
BlueSky Wealth Advisors
North Carolina
$290M +$9.24M +3% 64
SG
2799
Strid Group
Pennsylvania
$290M -$2.01M -0.7% 26
LC
2800
Lunia Capital
Texas
$290M +$16.7M +6% 41