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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
AOWM
2526
Alpha Omega Wealth Management
Virginia
$572M -$18.9M -3% 10.5% 60.7% 222 5.41%
BMM
2527
Berkshire Money Management
Massachusetts
$572M +$29.8M +6% 4.12% 56.5% 34 26.47%
WC
2528
Whitney & Co
New York
$570M -$49.9M -8% 6.98% 93.2% 126 7.14%
RWA
2529
Ropes Wealth Advisors
Massachusetts
$570M -$74.6M -12% 8.12% 71% 885 72.66%
JCI
2530
Jet Capital Investors
New York
$570M +$172M +43% 9.86% 147% 49 73.47%
EF
2531
Empirical Finance
Pennsylvania
$569M $0 0% 7.98% 124% 325 0%
AGAM
2532
Avalon Global Asset Management
California
$568M +$210M +59% 3.82% 278% 64 57.81%
MDSL
2533
M.D. Sass LLC
New York
$568M +$101M +22% 12.4% 80.1% 39 25.64%
IEFM
2534
IQ EQ Fund Management
Ireland
$568M +$136M +31% 11.7% 109% 255 16.86%
ACG
2535
Arch Capital Group
Bermuda
$568M -$64.7M -10% 6.48% 3.08% 22 59.09%
NAH
2536
Neumann Advisory (HK)
Hong Kong
$568M +$39.1M +7% 4.95% 88.4% 11 9.09%
FWI
2537
Facet Wealth Inc
Maryland
$567M +$139M +32% 5.11% 48.1% 50 18%
PL
2538
Parkwood LLC
Ohio
$566M -$260M -31% 6.4% 120% 139 41.01%
NGM
2539
North Growth Management
British Columbia, Canada
$564M +$75.9M +16% 14.1% 231% 51 9.8%
ST
2540
Sentinel Trust
Texas
$564M -$8.73M -2% 5.49% 79.2% 78 21.79%
PO
2541
Private Ocean
California
$563M +$67.3M +14% 1.3% 2.82% 638 22.26%
FWM
2542
Focused Wealth Management
New York
$563M +$49.3M +10% 4.49% 73.9% 1,046 25.33%
VCM
2543
Vision Capital Management
Oregon
$562M +$24M +4% 5.32% 67.4% 107 2.8%
OMC
2544
Oasis Management Company
Cayman Islands
$562M +$30.2M +6% 3.99% 368% 73 60.27%
SCC
2545
Six Columns Capital
Texas
$562M -$261M -32% 27% 76 75%
GG
2546
Greenwood Gearhart
Arkansas
$562M +$48.1M +9% 6.19% 70.6% 83 9.64%
HCM
2547
Howard Capital Management
Georgia
$562M +$59.8M +12% 3.1% 129% 54 7.41%
MSFS
2548
Main Street Financial Solutions
Pennsylvania
$562M +$72.5M +15% 3.4% 75.4% 429 14.92%
LOIM
2549
Liberty One Investment Management
Illinois
$561M +$29.3M +5% 4.89% 40.3% 146 9.59%
EI
2550
Ethic Inc
New York
$561M +$183M +48% 7.11% 130% 505 21.39%