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
DWM
2951
Dorchester Wealth Management
Quebec, Canada
$378M +$55.1M +17% 155
GKFF
2952
George Kaiser Family Foundation
Oklahoma
$378M +$87.2M +30% 45
TB
2953
Terril Brothers
Missouri
$378M +$51.9M +16% 63
TP
2954
Toronado Partners
California
$377M +$18.3M +5% 13
HWM
2955
Hohimer Wealth Management
Washington
$377M +$26.2M +7% 206
HFM
2956
Hartford Financial Management
Connecticut
$377M +$39.9M +12% 361
CAM
2957
Crestone Asset Management
Colorado
$376M +$56.5M +18% 68
AFM
2958
Anson Funds Management
Texas
$374M +$231M +162% 205
QI
2959
Qtron Investments
Massachusetts
$374M +$86.8M +30% 362
MWM
2960
Madison Wealth Management
Ohio
$374M +$45M +14% 140
MCO
2961
MAK Capital One
New York
$373M +$135M +57% 17
RA
2962
Rational Advisors
New York
$373M +$139M +60% 647
AO
2963
Advisor OS
Illinois
$373M +$134M +56% 166
LM
2964
Luminus Management
Texas
$373M -$50.9M -12% 61
SIVVM
2965
SC Israel Venture V Management
Israel
$373M 1
OCM
2966
Ogborne Capital Management
California
$372M +$104M +39% 13
MAS
2967
Managed Account Services
Florida
$372M +$54.7M +17% 109
VW
2968
Vantage Wealth
California
$372M +$60.3M +19% 34
CWC
2969
Carolinas Wealth Consulting
North Carolina
$372M +$74.6M +25% 1,092
CA
2970
Cambridge Advisors
Nebraska
$371M +$32M +9% 161
SG
2971
Strid Group
Pennsylvania
$371M +$44.3M +14% 36
FTDI
2972
First Trust Direct Indexing
Massachusetts
$371M 1,127
UONDDL
2973
University of Notre Dame du Lac
Indiana
$371M +$52.1M +16% 38
PG
2974
Patten Group
Tennessee
$370M +$114M +45% 235
RIA
2975
RP Investment Advisors
Ontario, Canada
$370M +$82.4M +29% 74