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
NC
1926
NewSquare Capital
Pennsylvania
$586M +$45.7M +8% 472
OCM
1927
Opti Capital Management
New York
$585M +$97.2M +20% 45
AHC
1928
Adell Harriman & Carpenter
Texas
$584M +$112M +24% 132
RP
1929
RR Partners
New York
$584M +$80.1M +16% 20
BWM
1930
BerganKDV Wealth Management
Minnesota
$584M +$95.7M +20% 1,146
TW
1931
Transform Wealth
Colorado
$584M +$115M +24% 242
RWM
1932
RKL Wealth Management
Pennsylvania
$583M +$105M +22% 116
SFG
1933
Sather Financial Group
Texas
$583M +$72M +14% 61
OAMG
1934
Odey Asset Management Group
United Kingdom
$582M -$19.6M -3% 115
ACG
1935
Anchorage Capital Group
New York
$579M +$160M +38% 18
BO
1936
BRR OpCo
Ohio
$579M +$56.2M +11% 190
ECG
1937
EPIQ Capital Group
California
$579M +$241M +71% 48
SWM
1938
SeaCrest Wealth Management
New York
$579M +$113M +24% 590
RM
1939
Resource Management
Louisiana
$578M +$105M +22% 156
NCM
1940
Narwhal Capital Management
Georgia
$577M +$113M +24% 146
AWA
1941
Arete Wealth Advisors
Illinois
$577M +$69.1M +14% 412
TFS
1942
TrustCore Financial Services
Tennessee
$577M +$136M +31% 994
MHIC
1943
Marble Harbor Investment Counsel
Massachusetts
$575M +$67M +13% 167
PP
1944
Prospector Partners
Connecticut
$575M +$45.6M +9% 121
LCAM
1945
London & Capital Asset Management
United Kingdom
$575M +$149M +35% 110
IL
1946
Investure LLC
Virginia
$575M +$81.1M +16% 16
CWM
1947
Campbell Wealth Management
Virginia
$574M +$116M +25% 379
KFA
1948
Kays Financial Advisory
Georgia
$574M +$87.3M +18% 85
JAFL
1949
Jay A. Fishman Ltd
Michigan
$573M +$117M +26% 87
CEI
1950
Clark Estates Inc
New York
$572M +$80.2M +16% 114