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
DC
4001
DeDora Capital
California
$258M +$23.6M +10% 106
AWM
4002
Aries Wealth Management
Maine
$258M +$14M +6% 207
HNWAG
4003
High Net Worth Advisory Group
Florida
$258M +$12.3M +5% 204
BA
4004
Bard Associates
Illinois
$258M +$15.7M +6% 197
CG
4005
Column Group
California
$258M -$18.9M -7% 7
MC
4006
Mount Capital
United Kingdom
$258M +$4.34M +2% 45
SA
4007
Sicart Associates
New York
$257M +$289K +0.1% 73
WFI
4008
West Family Investments
California
$257M +$5.03M +2% 269
SFG
4009
Summit Financial Group
West Virginia
$257M -$6.65M -3% 192
DMBA
4010
Deseret Mutual Benefit Administrators
Utah
$257M +$4.24M +2% 506
B
4011
BetterWealth
California
$257M +$9.86M +4% 47
MCM
4012
Mudrick Capital Management
New York
$257M +$31.2M +14% 13
SCA
4013
St. Clair Advisors
Ohio
$257M +$27.3M +12% 81
CP
4014
Capital Planning
Washington
$256M +$14.6M +6% 75
HI
4015
Humankind Investments
New York
$256M +$15.3M +6% 149
AP
4016
Agilis Partners
Massachusetts
$256M +$29.9M +13% 23
HCA
4017
Horan Capital Advisors
Ohio
$256M +$13.4M +6% 105
BIG
4018
Builder Investment Group
Georgia
$256M +$26.7M +12% 96
VIA
4019
Vickerman Investment Advisors
Washington
$256M +$2.49M +1% 73
CFO
4020
Collective Family Office
Pennsylvania
$256M +$13.3M +5% 186
SSI
4021
Scott & Selber Inc
Texas
$256M +$20.8M +9% 103
PPWP
4022
Proquility Private Wealth Partners
Nevada
$256M +$3.96M +2% 96
LF
4023
Lantz Financial
Illinois
$255M +$14.9M +6% 197
OAM
4024
Origin Asset Management
United Kingdom
$255M -$86.1M -25% 31
MAM
4025
McLean Asset Management
Virginia
$255M +$12.1M +5% 134