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
DFIG
4326
Dragon Financial & Investment Group
California
$87.4M -$22.9M -21% 37
HFP
4327
Holistic Financial Partners
Indiana
$87.4M -$32.6M -27% 446
CRIG
4328
Charter Research & Investment Group
Connecticut
$87.2M +$3.44M +4% 76
CP
4329
Clover Partners
Texas
$87M -$2.71M -3% 29
JCM
4330
JD Capital Management
Connecticut
$87M +$22.4M +35% 17
LFG
4331
Larson Financial Group
Missouri
$86.8M +$1.63M +2% 50
KCP
4332
Kenmare Capital Partners
New York
$86.7M -$6.68M -7% 20
CFGF
4333
Compass Financial Group (Florida)
Florida
$86.7M +$2.51M +3% 18
NWS
4334
Newport Wealth Strategies
California
$86.4M -$41.4M -32% 101
CAM
4335
Chesapeake Asset Management
New York
$85.8M -$7.44M -8% 67
SNBOSD
4336
Security National Bank of So Dak
Iowa
$85.8M -$1.51M -2% 88
SP
4337
Successful Portfolios
Florida
$85.6M +$3.26M +4% 138
TODC
4338
Trustees of Dartmouth College
New Hampshire
$85.5M +$14.7M +21% 28
FCM
4339
Fairbanks Capital Management
California
$85.4M -$13.7M -14% 31
UIA
4340
UBP Investment Advisors
Switzerland
$84.8M -$7.82M -8% 52
CC
4341
Colrain Capital
Massachusetts
$84.8M -$9.6M -10% 39
ALIONA
4342
Allianz Life Insurance of North America
Minnesota
$84.6M +$12.5M +17% 124
UC
4343
Unterberg Capital
New York
$84.4M -$1.22M -1% 30
MAMNY
4344
Marathon Asset Management (New York)
New York
$84.3M -$31.8M -27% 18
AAC
4345
Acorn Advisory Capital
New York
$84.3M +$22.7M +37% 61
DVC
4346
Deer VII & Co
New York
$83.7M +$56.9M +213% 4
KIG
4347
Kessler Investment Group
Indiana
$83.5M +$4.88M +6% 185
IVMX
4348
Institutional Venture Management XV
California
$83.4M +$6.03M +8% 5
TI
4349
Telemetry Investments
New York
$83.4M -$8.21M -9% 174
CCM
4350
Cox Capital Management
Massachusetts
$82.9M 63