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
CA
5401
CV Advisors
Florida
$196M +$16.3M +9% 21
FWP
5402
Family Wealth Partners
North Carolina
$195M +$2.76M +1% 44
JWM
5403
Jupiter Wealth Management
Colorado
$195M +$6.79M +4% 104
KCM
5404
Kempner Capital Management
Texas
$195M +$6.78M +4% 54
AA
5405
AJ Advisors
Tennessee
$195M +$14.2M +8% 34
SOAG
5406
Silver Oak Advisory Group
Oregon
$195M +$14.9M +8% 70
RFA
5407
Register Financial Advisors
Georgia
$195M -$2.95M -1% 732
TCG
5408
Transcendent Capital Group
Oklahoma
$195M +$21.3M +12% 511
SIA
5409
SGL Investment Advisors
Montana
$195M 106
BBW
5410
Blue Barn Wealth
Utah
$195M +$15.2M +8% 163
DF
5411
Dunhill Financial
United Kingdom
$195M +$33.6M +21% 973
BAM
5412
Bellevue Asset Management
Washington
$195M +$13.6M +8% 472
CI
5413
Chartist Inc
California
$195M +$1.84M +1% 28
DTC
5414
Davidson Trust Company
Washington
$195M +$49.5M +34% 159
TCM
5415
Tyro Capital Management
Florida
$195M -$25.9M -12% 22
NPP
5416
New Potomac Partners
Maryland
$195M +$11.7M +6% 152
DVF
5417
Discovery Value Fund
Singapore
$195M -$2.18M -1% 5
KIG
5418
Kessler Investment Group
Indiana
$195M +$9.34M +5% 207
PCM
5419
Perritt Capital Management
Illinois
$195M +$11.4M +6% 334
AC
5420
Applied Capital
Arkansas
$194M +$20.2M +12% 47
LJCM
5421
Lee Johnson Capital Management
Texas
$194M -$1.5M -0.8% 37
BCM
5422
Brookmont Capital Management
Texas
$194M +$11.6M +6% 57
PFA
5423
Peak Financial Advisors
Colorado
$194M +$20.2M +12% 93
DB
5424
Dravo Bay
Delaware
$194M +$14.3M +8% 55
VP
5425
venBio Partners
California
$194M -$37.2M -16% 7