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
DA
2126
Denali Advisors
California
$931M +$565M +155% 307
WFAG
2127
Wescott Financial Advisory Group
Pennsylvania
$930M +$69.1M +8% 172
TCMV
2128
Technology Crossover Management VIII
California
$929M +$37.1M +4% 6
TCM
2129
Tran Capital Management
California
$929M +$66.5M +8% 62
SWM
2130
SeaCrest Wealth Management
New York
$929M +$49.8M +6% 669
MW
2131
MBL Wealth
North Carolina
$928M +$35M +4% 215
DAM
2132
Dorsey Asset Management
Illinois
$928M +$88.2M +11% 12
AH
2133
Allen Holding
New York
$927M +$127M +16% 14
VFA
2134
Voya Financial Advisors
Connecticut
$927M +$42.4M +5% 245
C
2135
Certuity
Florida
$925M -$327M -26% 390
TCM
2136
Tensile Capital Management
California
$925M +$18M +2% 21
BFG
2137
Beacon Financial Group
Texas
$924M +$46.4M +5% 330
GWANC
2138
Guardian Wealth Advisors (North Carolina)
North Carolina
$924M +$68.6M +8% 476
MIM
2139
Monashee Investment Management
Massachusetts
$924M +$150M +19% 145
LA
2140
Legacy Advisors
Pennsylvania
$923M +$101M +12% 389
CAM
2141
Carret Asset Management
New York
$922M +$65.1M +8% 293
BFC
2142
Banc Funds Company
Illinois
$921M +$78.4M +9% 133
SC
2143
Sagefield Capital
Texas
$921M -$26.7M -3% 118
DP
2144
DDD Partners
Washington
$921M +$58.4M +7% 107
HB
2145
HTLF Bank
Colorado
$921M +$41.8M +5% 254
AC
2146
Avestar Capital
New York
$919M +$14.5M +2% 460
SGK
2147
Steigerwald Gordon & Koch
Virginia
$917M +$90.4M +11% 131
MFM
2148
MHR Fund Management
New York
$917M +$96.4M +12% 10
WC
2149
Waterloo Capital
Texas
$916M +$83M +10% 402
OCMI
2150
Oaktop Capital Management II
New Jersey
$916M -$60.1M -6% 16