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
DAC
3026
Dividend Assets Capital
South Carolina
$523M +$32.4M +7% 139
HI
3027
Hoey Investments
Pennsylvania
$523M $0 0% 390
PA
3028
Probity Advisors
Texas
$522M +$39.5M +8% 229
JCP
3029
JB Capital Partners
New York
$522M +$68.6M +15% 78
FNBTCON
3030
First National Bank & Trust Co of Newtown
Pennsylvania
$522M +$29.8M +6% 140
CA
3031
Capital Advantage
California
$522M +$34.1M +7% 50
AI
3032
AdvisorShares Investments
Maryland
$522M -$52.5M -9% 316
RAM
3033
Ramirez Asset Management
New York
$521M +$29.9M +6% 421
SAM
3034
Strategy Asset Managers
California
$521M +$70.4M +16% 319
BA
3035
Bellwether Advisors
Nebraska
$521M +$43.8M +9% 149
WCA
3036
Westover Capital Advisors
Delaware
$520M +$132M +34% 255
SB
3037
Samsara BioCapital
California
$520M +$42.5M +9% 43
OWM
3038
Opes Wealth Management
California
$520M +$40.9M +9% 141
OC
3039
Oakmont Corp
California
$520M +$65.5M +14% 33
MCM
3040
Masters Capital Management
Georgia
$520M -$38.5M -7% 70
Legacy Financial Group (Iowa)
3041
Legacy Financial Group (Iowa)
Iowa
$520M +$11.5M +2% 108
BCM
3042
Bourgeon Capital Management
Connecticut
$520M +$9.57M +2% 119
SWP
3043
Summit Wealth Partners
Florida
$519M +$37.6M +8% 247
SFG
3044
SevenBridge Financial Group
Pennsylvania
$519M +$67M +15% 223
SPA
3045
Sentinel Pension Advisors
Massachusetts
$519M +$37M +8% 116
SL
3046
Sentry LLC
Tennessee
$519M -$24.1M -4% 129
EHI
3047
Eagle Health Investments
Connecticut
$519M -$40.8M -7% 27
WFA
3048
West Financial Advisors
Iowa
$519M +$36.9M +8% 195
SCM
3049
Sandler Capital Management
New York
$518M +$9.66M +2% 169
CAC
3050
Core Alternative Capital
Georgia
$517M +$17.1M +3% 367