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
DA
4776
Dash Acquisitions
California
$176M +$23.3M +15% 40
CT
4777
Columbia Trust
Oregon
$176M +$14.3M +9% 143
SCM
4778
Symons Capital Management
Pennsylvania
$175M -$15.7M -8% 97
MFG
4779
Monte Financial Group
Connecticut
$175M +$12.3M +8% 64
LCC
4780
Lincoln Capital Corp
Rhode Island
$175M +$15M +9% 69
FCC
4781
Florin Court Capital
United Kingdom
$175M +$80.5M +85% 41
SIM
4782
SummerHaven Investment Management
Connecticut
$175M +$11.5M +7% 199
WDC
4783
Woodward Diversified Capital
California
$175M +$5.21M +3% 242
SFC
4784
SYM Financial Corp
Indiana
$175M +$1.32M +0.8% 91
HFG
4785
Heron Financial Group
New York
$175M +$10.2M +6% 148
VBFP
4786
Valtinson Bruner Financial Planning
Minnesota
$175M +$5.22M +3% 95
TWM
4787
Triton Wealth Management
Arizona
$175M +$27.8M +19% 131
MWP
4788
Madison Wealth Partners
Wisconsin
$175M +$32.5M +23% 74
OPWM
4789
Oxinas Partners Wealth Management
Indiana
$175M +$17.5M +11% 171
SAM
4790
Sequent Asset Management
Texas
$174M +$12.5M +8% 73
SW
4791
StrongBox Wealth
Missouri
$174M +$13.1M +8% 106
MPW
4792
Monterey Private Wealth
California
$174M -$7.46M -4% 102
BCM
4793
Beddow Capital Management
Wyoming
$174M +$16.8M +11% 60
SIRP
4794
Shelter Insurance Retirement Plan
Missouri
$174M -$21.6M -11% 11
BWA
4795
Bordeaux Wealth Advisors
California
$174M +$29.9M +21% 70
JWS
4796
Juncture Wealth Strategies
Arizona
$174M +$15M +9% 125
YEPV
4797
Yorktown Energy Partners VIII
New York
$174M +$49.6M +40% 2
LWMG
4798
Levy Wealth Management Group
Pennsylvania
$174M +$21.8M +14% 73
GECH
4799
Garnet Equity Capital Holdings
New York
$174M +$17.7M +11% 52
GWM
4800
Gray Wealth Management
Maine
$174M +$16M +10% 119