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
MW
2126
MBL Wealth
North Carolina
$928M +$35M +4% 215
DAM
2127
Dorsey Asset Management
Illinois
$928M +$88.2M +11% 12
AH
2128
Allen Holding
New York
$927M +$127M +16% 14
VFA
2129
Voya Financial Advisors
Connecticut
$927M +$42.4M +5% 245
C
2130
Certuity
Florida
$925M -$327M -26% 390
TCM
2131
Tensile Capital Management
California
$925M +$18M +2% 21
BFG
2132
Beacon Financial Group
Texas
$924M +$46.4M +5% 330
GWANC
2133
Guardian Wealth Advisors (North Carolina)
North Carolina
$924M +$68.6M +8% 476
MIM
2134
Monashee Investment Management
Massachusetts
$924M +$150M +19% 145
LA
2135
Legacy Advisors
Pennsylvania
$923M +$101M +12% 389
CAM
2136
Carret Asset Management
New York
$922M +$65.1M +8% 293
BFC
2137
Banc Funds Company
Illinois
$921M +$78.4M +9% 132
SC
2138
Sagefield Capital
Texas
$921M -$26.7M -3% 118
DP
2139
DDD Partners
Washington
$921M +$58.4M +7% 107
HB
2140
HTLF Bank
Colorado
$921M +$41.8M +5% 254
AC
2141
Avestar Capital
New York
$919M +$14.5M +2% 460
SGK
2142
Steigerwald Gordon & Koch
Virginia
$917M +$90.4M +11% 131
MFM
2143
MHR Fund Management
New York
$917M +$96.4M +12% 10
WC
2144
Waterloo Capital
Texas
$916M +$83M +10% 402
OCMI
2145
Oaktop Capital Management II
New Jersey
$916M -$60.1M -6% 16
AWA
2146
Amplius Wealth Advisors
Pennsylvania
$916M +$17.3M +2% 178
OCM
2147
Oribel Capital Management
New York
$916M +$178M +24% 81
RCYC
2148
Richard C. Young & Co
Rhode Island
$916M +$92.9M +11% 83
RIA
2149
Retirement Investment Advisors
Oklahoma
$915M +$91.8M +11% 58
CA
2150
CapWealth Advisors
Tennessee
$915M +$124M +16% 110