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
DVC
4351
Deer VII & Co
New York
$114M +$82.4M +260% 5
KMWM
4352
Keudell/Morrison Wealth Management
Oregon
$114M +$517K +0.5% 150
CNHF
4353
Conrad N. Hilton Foundation
California
$114M -$6.36M -5% 4
MRI
4354
Mad River Investors
Massachusetts
$114M +$1.31M +1% 29
GCM
4355
Gunderson Capital Management
South Carolina
$114M -$1.12M -1% 72
LWM
4356
Liberty Wealth Management
California
$114M -$18.8M -14% 973
BRC
4357
Bell Rock Capital
Delaware
$114M -$60.1M -35% 491
SBA
4358
Secrest Blakey & Associates
North Carolina
$114M +$11M +11% 126
BHBT
4359
Burke & Herbert Bank & Trust
Virginia
$114M +$504K +0.4% 130
LCM
4360
Leisure Capital Management
California
$114M -$5.38M -5% 134
LCC
4361
Lincoln Capital Corp
Rhode Island
$114M +$3.04M +3% 50
LFA
4362
Legend Financial Advisors
Pennsylvania
$114M +$22.5M +25% 38
BBWA
4363
Bell & Brown Wealth Advisors
California
$113M +$3.79M +3% 86
AAM
4364
Ascension Asset Management
New York
$113M +$1.96M +2% 74
FCMT
4365
Founders Capital Management (Texas)
Texas
$113M +$6.73M +6% 340
GSM
4366
Global Strategic Management
Puerto Rico
$113M +$7.13M +7% 35
HAC
4367
Harbor Advisory Corp
New Hampshire
$113M +$1.41M +1% 40
EWM
4368
Elmwood Wealth Management
California
$113M +$4.91M +5% 313
LSC
4369
Lesa Sroufe & Co
Washington
$113M -$3.85M -3% 64
KI
4370
Koch Industries
Kansas
$113M -$16.7M -13% 2
WA
4371
Wilshire Advisors
California
$113M +$6.41M +6% 27
NRCM
4372
Northern Right Capital Management
Connecticut
$113M -$1.66M -1% 24
MSDF
4373
Michael & Susan Dell Foundation
New York
$113M +$9.08M +9% 33
NCM
4374
Northstar Capital Management
New York
$112M +$2.81M +3% 93
CCM
4375
Copernicus Capital Management
California
$112M +$73.4M +188% 19