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
BFG
2126
Beacon Financial Group
Texas
$924M +$46.4M +5% 330
GWANC
2127
Guardian Wealth Advisors (North Carolina)
North Carolina
$924M +$68.6M +8% 476
MIM
2128
Monashee Investment Management
Massachusetts
$924M +$150M +19% 145
LA
2129
Legacy Advisors
Pennsylvania
$923M +$101M +12% 389
CAM
2130
Carret Asset Management
New York
$922M +$65.1M +8% 293
BFC
2131
Banc Funds Company
Illinois
$921M +$78.4M +9% 132
SC
2132
Sagefield Capital
Texas
$921M -$26.7M -3% 118
DP
2133
DDD Partners
Washington
$921M +$58.4M +7% 107
HB
2134
HTLF Bank
Colorado
$921M +$41.8M +5% 254
AC
2135
Avestar Capital
New York
$919M +$14.5M +2% 460
SGK
2136
Steigerwald Gordon & Koch
Virginia
$917M +$90.4M +11% 131
MFM
2137
MHR Fund Management
New York
$917M +$96.4M +12% 10
WC
2138
Waterloo Capital
Texas
$916M +$83M +10% 402
OCMI
2139
Oaktop Capital Management II
New Jersey
$916M -$60.1M -6% 16
AWA
2140
Amplius Wealth Advisors
Pennsylvania
$916M +$17.3M +2% 178
OCM
2141
Oribel Capital Management
New York
$916M +$178M +24% 81
RCYC
2142
Richard C. Young & Co
Rhode Island
$916M +$92.9M +11% 83
RIA
2143
Retirement Investment Advisors
Oklahoma
$915M +$91.8M +11% 58
CA
2144
CapWealth Advisors
Tennessee
$915M +$124M +16% 110
SFO
2145
Stokes Family Office
Louisiana
$914M +$61.3M +7% 240
MHIC
2146
Marble Harbor Investment Counsel
Massachusetts
$914M +$64.2M +8% 212
MAWA
2147
Moss Adams Wealth Advisors
Washington
$913M +$195M +27% 221
TI
2148
Trigran Investments
Illinois
$913M -$42.8M -4% 21
PCMF
2149
Private Capital Management (Florida)
Florida
$913M +$70.1M +8% 139
PCA
2150
Private Capital Advisors
Connecticut
$913M +$15.4M +2% 90