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
HFRG
5101
Houlihan Financial Resource Group
Virginia
$241M +$18.6M +8% 110
WP
5102
Wealthspan Partners
Iowa
$241M +$24.4M +11% 124
ACC
5103
Acorn Creek Capital
Colorado
$241M +$40.5M +20% 82
TPW
5104
TL Private Wealth
Texas
$241M +$39M +19% 45
HAM
5105
Hanwha Asset Management
South Korea
$241M +$22M +10% 1
CFLC
5106
California First Leasing Corp
California
$241M +$13.9M +6% 47
JHWEPV
5107
J.H. Whitney Equity Partners VII
Connecticut
$240M -$22.8M -9% 1
DIM
5108
DC Investments Management
Virginia
$240M +$45.4M +23% 115
NL
5109
NKCFO LLC
Illinois
$240M +$24.6M +11% 121
SFPG
5110
Stonebridge Financial Planning Group
Florida
$240M +$20.5M +9% 168
AFC
5111
Adaptive Financial Consulting
Ohio
$239M +$5.96M +3% 22
MCAV
5112
Meritech Capital Associates V
California
$239M +$83.5M +54% 2
ACA
5113
Ascension Capital Advisors
Texas
$239M +$20.5M +9% 42
WIA
5114
Wealthedge Investment Advisors
New York
$239M +$17.7M +8% 205
MDCM
5115
Morgan Dempsey Capital Management
Wisconsin
$239M -$499K -0.2% 131
GCM
5116
Gunderson Capital Management
South Carolina
$239M +$83.9M +54% 54
TWM
5117
Trueblood Wealth Management
Ohio
$239M +$23.6M +11% 251
NC
5118
Nokomis Capital
Texas
$239M +$6.9M +3% 56
LMC
5119
Lightspeed Management Company
California
$239M +$102M +75% 10
PWA
5120
Phoenix Wealth Advisors
North Carolina
$239M +$9.29M +4% 131
EPW
5121
Evergreen Private Wealth
Colorado
$239M +$24.7M +12% 295
CB
5122
Centennial Bank
Arkansas
$239M +$28.4M +14% 357
RCM
5123
Robinson Capital Management
Michigan
$238M -$7.47M -3% 126
RCM
5124
Raleigh Capital Management
North Carolina
$238M +$17.6M +8% 717
MAM
5125
Mullooly Asset Management
New Jersey
$238M +$17.9M +8% 48