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
3001
Disciplina Capital Management
Tennessee
$376M -$83.5M -18% 55
KC
3002
Kingfisher Capital
North Carolina
$376M +$13.2M +4% 191
SAM
3003
Smithbridge Asset Management
Pennsylvania
$376M +$132M +54% 136
PHP
3004
Parkman Healthcare Partners
Connecticut
$376M +$23.8M +7% 101
CA
3005
CHI Advisors
New York
$375M +$3.53M +0.9% 25
PCMC
3006
Paragon Capital Management (Colorado)
Colorado
$375M +$24.9M +7% 173
FA
3007
Fagan Associates
New York
$375M +$17.3M +5% 126
PWS
3008
Private Wealth Strategies
Ohio
$375M +$32.2M +9% 82
AO
3009
Allen Operations
New York
$374M -$581K -0.2% 44
SA
3010
Scarborough Advisors
Maryland
$373M +$52.4M +16% 62
RIM
3011
Regent Investment Management
Kentucky
$373M +$30.6M +9% 203
CA
3012
Cambridge Advisors
Nebraska
$373M +$23.6M +7% 186
ECA
3013
Endeavour Capital Advisors
Connecticut
$372M -$60.1M -14% 49
WAS
3014
Wealth Advisory Solutions
Indiana
$372M +$10.5M +3% 139
ACA
3015
Ackerman Capital Advisors
Texas
$372M +$20.5M +6% 120
5VM
3016
5AM Venture Management
California
$372M -$150M -29% 23
FCMC
3017
Founders Capital Management (Connecticut)
Connecticut
$372M +$15.3M +4% 72
LMGAM
3018
Liberty Mutual Group Asset Management
Massachusetts
$372M +$38.9M +12% 129
3LCM
3019
3D/L Capital Management
Connecticut
$372M +$34.9M +10% 113
SWA
3020
SOA Wealth Advisors
New York
$372M +$39.4M +12% 1,034
TWM
3021
Tanager Wealth Management
United Kingdom
$371M +$245M +194% 81
CPI
3022
Crestview Partners III
New York
$371M -$32.2M -8% 3
SNB
3023
Security National Bank
Nebraska
$371M +$12.3M +3% 107
AW
3024
Atlas Wealth
Ohio
$371M 128
PWA
3025
Physician Wealth Advisors
Utah
$371M +$45.2M +14% 159