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
DFG
7426
Dynamic Financial Group
Iowa
$104M +$3.9M +4% 63
RAM
7427
RK Asset Management
Michigan
$104M -$4.58M -4% 23
CCA
7428
Cooper Capital Advisors
California
$104M +$10.3M +11% 40
CPC
7429
CFC Planning Company
Indiana
$104M +$12M +13% 101
DM
7430
Delphi Management
Massachusetts
$103M +$5.36M +5% 88
AIA
7431
Arrow Investment Advisors
Maryland
$103M +$8.82M +9% 73
KAM
7432
Karani Asset Management
New York
$103M +$8.78M +9% 48
SCTC
7433
Samsung C&T Corporation
South Korea
$103M +$66.2M +179% 1
FFS
7434
Flavin Financial Services
Florida
$103M -$5.73M -5% 70
CF
7435
Conquis Financial
California
$103M +$6.69M +7% 60
IW
7436
IronOak Wealth
Texas
$103M 64
KC
7437
Katamaran Capital
United Kingdom
$103M +$26.1M +34% 40
Q1WB
7438
Quest 10 Wealth Builders
Virginia
$103M +$9.31M +10% 814
JRCM
7439
Jones Road Capital Management
New York
$103M -$37.7M -27% 32
RF
7440
Roxbury Financial
New Jersey
$103M +$430K +0.4% 380
SWTS
7441
Stonehaven Wealth & Tax Solutions
Wisconsin
$102M +$7.79M +8% 81
SF
7442
Schaeffer Financial
Maryland
$102M +$11.8M +13% 18
FFG
7443
First Financial Group
North Carolina
$102M +$14.1M +16% 75
F8IS
7444
Figure 8 Investment Strategies
Idaho
$102M +$6.87M +7% 58
BCP
7445
Breakout Capital Partners
New York
$102M -$7.03M -6% 8
TBNY
7446
Trustco Bank (New York)
New York
$102M +$9.85M +11% 69
KSB
7447
Kennebec Savings Bank
Maine
$102M +$7.53M +8% 278
MA
7448
Marquette Associates
Illinois
$102M +$2.04M +2% 41
8GI
7449
8VC GP I
Texas
$102M +$43.2M +74% 2
CDWM
7450
Campbell Deegan Wealth Management
Virginia
$102M +$14.6M +17% 47