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
MCM
2901
Mitchell Capital Management
Kansas
$456M +$45.9M +11% 159
CIA
2902
Covington Investment Advisors
Pennsylvania
$455M +$41.5M +10% 78
SF
2903
Susquehanna Foundation
Pennsylvania
$455M +$22.4M +5% 5
CWC
2904
Carolinas Wealth Consulting
North Carolina
$455M +$43.9M +11% 1,041
XF
2905
XML Financial
Maryland
$455M +$44.5M +11% 230
MAM
2906
Marquette Asset Management
Minnesota
$454M +$40.3M +10% 255
RTS
2907
Round Table Services
New Jersey
$454M +$41M +10% 138
WDL
2908
Well Done LLC
Michigan
$454M +$18.2M +4% 182
MWM
2909
Madison Wealth Management
Ohio
$453M +$47.9M +12% 146
GSWM
2910
Golden State Wealth Management
California
$453M +$150M +49% 311
WC
2911
Walthausen & Co
New York
$453M -$21.4M -5% 158
LOPW
2912
Live Oak Private Wealth
North Carolina
$453M +$45.6M +11% 164
ACP
2913
Aveo Capital Partners
Colorado
$453M +$55.7M +14% 277
KA
2914
KLCM Advisors
Wisconsin
$452M +$11M +3% 119
DCM
2915
DG Capital Management
New York
$452M +$56.4M +14% 253
FTC
2916
Farmers Trust Company
Ohio
$452M +$17.5M +4% 174
BCP
2917
Berylson Capital Partners
Massachusetts
$451M +$40.4M +10% 75
CAM
2918
Columbia Asset Management
Michigan
$451M -$101M -18% 192
BCM
2919
Buckhead Capital Management
Georgia
$451M +$21.8M +5% 144
LWANC
2920
Laurel Wealth Advisors (North Carolina)
North Carolina
$450M +$37.7M +9% 773
SNT
2921
Security National Trust
West Virginia
$450M +$24.8M +6% 422
MCM
2922
Mason Capital Management
New York
$450M +$182M +68% 46
SG
2923
Stonnington Group
California
$450M +$36.9M +9% 288
CICI
2924
Capital Investment Counsel Inc
North Carolina
$449M +$74.7M +20% 210
PFA
2925
Paradigm Financial Advisors
Missouri
$449M +$38.1M +9% 226