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
JHWEPV
5101
J.H. Whitney Equity Partners VII
Connecticut
$240M -$22.8M -9% 1
DIM
5102
DC Investments Management
Virginia
$240M +$45.4M +23% 115
NL
5103
NKCFO LLC
Illinois
$240M +$24.6M +11% 121
SFPG
5104
Stonebridge Financial Planning Group
Florida
$240M +$20.5M +9% 168
AFC
5105
Adaptive Financial Consulting
Ohio
$239M +$5.96M +3% 22
MCAV
5106
Meritech Capital Associates V
California
$239M +$83.5M +54% 2
ACA
5107
Ascension Capital Advisors
Texas
$239M +$20.5M +9% 42
WIA
5108
Wealthedge Investment Advisors
New York
$239M +$17.7M +8% 205
MDCM
5109
Morgan Dempsey Capital Management
Wisconsin
$239M -$499K -0.2% 131
GCM
5110
Gunderson Capital Management
South Carolina
$239M +$83.9M +54% 54
TWM
5111
Trueblood Wealth Management
Ohio
$239M +$23.6M +11% 251
NC
5112
Nokomis Capital
Texas
$239M +$6.9M +3% 56
LMC
5113
Lightspeed Management Company
California
$239M +$102M +75% 10
PWA
5114
Phoenix Wealth Advisors
North Carolina
$239M +$9.29M +4% 131
EPW
5115
Evergreen Private Wealth
Colorado
$239M +$24.7M +12% 295
CB
5116
Centennial Bank
Arkansas
$239M +$28.4M +14% 357
RCM
5117
Robinson Capital Management
Michigan
$238M -$7.47M -3% 126
RCM
5118
Raleigh Capital Management
North Carolina
$238M +$17.6M +8% 717
MAM
5119
Mullooly Asset Management
New Jersey
$238M +$17.9M +8% 48
VM
5120
Valor Management
Illinois
$238M -$2.44M -1% 4
IFPG
5121
Intrepid Financial Planning Group
Indiana
$238M +$22M +10% 126
CAM
5122
CPA Asset Management
Florida
$238M +$10.7M +5% 86
AIM
5123
Aspen Investment Management
Michigan
$238M +$20.9M +10% 157
CA
5124
Cumberland Advisors
Florida
$238M +$17.1M +8% 51
W
5125
WorthPointe
California
$238M +$18.6M +8% 105