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
KFG
4051
Kelly Financial Group
Connecticut
$393M +$16.4M +4% 98
TODC
4052
Trustees of Dartmouth College
New Hampshire
$393M +$3.97M +1% 10
SP
4053
Sequent Planning
Nebraska
$393M +$40.5M +12% 237
RAM
4054
Redmond Asset Management
Virginia
$392M -$15.1M -4% 203
PCFFS
4055
Pacific Center for Financial Services
California
$392M $0 0% 475
CA
4056
CV Advisors
Florida
$392M +$31.1M +9% 54
EC
4057
Engaged Capital
California
$392M -$15.6M -4% 9
BWM
4058
BCGM Wealth Management
Indiana
$392M +$7.53M +2% 184
DP
4059
Divergent Planning
Maryland
$392M +$15.4M +4% 37
SCM
4060
Sollinda Capital Management
Florida
$391M +$26.5M +7% 81
QCM
4061
Quadratic Capital Management
Connecticut
$391M +$68M +21% 2
PWS
4062
Peterson Wealth Services
Utah
$391M -$14.2M -3% 223
SIAG
4063
Safeguard Investment Advisory Group
California
$391M -$12.2M -3% 166
SA
4064
Strategic Advocates
Utah
$391M +$6.86M +2% 651
RMS
4065
Retirement Management Systems
Maryland
$391M 54
XWM
4066
Xcel Wealth Management
Florida
$390M +$6.12M +2% 148
SIIL
4067
Sinvest Investments II Ltd
$390M 1
S
4068
Siemens
Germany
$390M -$38.8M -9% 1
PCP
4069
P2 Capital Partners
New York
$390M -$96.4M -20% 12
BWM
4070
BNC Wealth Management
Oregon
$390M -$6.14M -2% 115
LECM
4071
Lead Edge Capital Management
New York
$390M +$11.5M +3% 8
FFM
4072
Flagstone Financial Management
Nebraska
$390M +$10.9M +3% 66
WAM
4073
Wilson Asset Management
Australia
$390M -$14.5M -4% 50
BA
4074
Bard Associates
Illinois
$389M +$12.6M +3% 259
DL
4075
Dockside LLC
New York
$389M 183