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
BWC
2051
Blue Whale Capital
United Kingdom
$680M -$360M -35% 20
AC
2052
AltraVue Capital
Washington
$680M -$55.7M -8% 34
LGWM
2053
Litman Gregory Wealth Management
California
$680M -$3.69M -0.5% 90
JMFC
2054
J.M. Forbes & Co
Massachusetts
$679M -$111M -14% 121
OFG
2055
Oxford Financial Group
Indiana
$678M -$110M -14% 298
MG
2056
Magnolia Group
Nebraska
$678M -$52.6M -7% 11
SFBLI
2057
Southern Farm Bureau Life Insurance
Mississippi
$677M -$36.8M -5% 33
CT
2058
Coastline Trust
Rhode Island
$676M -$147M -18% 335
HI
2059
Handelsinvest Investeringsforvaltning
Denmark
$675M -$151M -18% 112
KSCM
2060
King Street Capital Management
New York
$674M -$395M -37% 55
NAS
2061
Nicolet Advisory Services
Wisconsin
$674M -$92.5M -12% 209
DIP
2062
DT Investment Partners
Pennsylvania
$673M -$102M -13% 163
ADL
2063
Asset Dedication LLC
California
$673M -$225M -25% 1,059
TW
2064
Transform Wealth
Colorado
$672M -$220M -25% 233
BFG
2065
Beacon Financial Group
Texas
$672M -$78.5M -10% 232
EC
2066
Estate Counselors
Wisconsin
$672M -$97.1M -13% 207
FVWA
2067
Foster Victor Wealth Advisors
South Carolina
$672M -$58.2M -8% 150
CCMD
2068
Cypress Capital Management (Delaware)
Delaware
$672M -$125M -16% 211
WCM
2069
Woodson Capital Management
Connecticut
$671M -$10.4M -2% 44
VS
2070
VK Services
California
$671M -$1.28B -66% 11
SCA
2071
Spearhead Capital Advisors
Florida
$670M -$137M -17% 217
AWA
2072
Arkadios Wealth Advisors
Georgia
$670M -$90.8M -12% 611
IVGAI
2073
Index Venture Growth Associates III
Jersey
$670M -$550M -45% 4
CU
2074
CDAM (UK)
United Kingdom
$669M -$95.1M -12% 13
MW
2075
Marcum Wealth
Ohio
$668M -$56.5M -8% 434