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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
QFA
2601
Quantum Financial Advisors
California
$820M +$81.6M +11% 7.08% 61.1% 208 16.35%
HIGP
2602
Hill Investment Group Partners
Missouri
$820M +$52.4M +7% 6.46% 41.1% 55 9.09%
CMHI
2603
CVC Management Holdings II
Jersey
$818M +$175M +27% 28.5% 3 0%
MWM
2604
Marietta Wealth Management
Georgia
$818M +$50.9M +7% 7.63% 74.7% 125 12%
NCA
2605
Newbrook Capital Advisors
New York
$818M +$24.1M +3% 17.3% 220% 26 38.46%
AGC
2606
Angelo Gordon & Co
New York
$818M +$66.2M +9% 27% 90.1% 76 36.84%
HFS
2607
Howard Financial Services
Texas
$817M +$56.7M +7% 6% 50.2% 202 11.88%
NM
2608
Newtyn Management
New York
$817M +$157M +24% 11.7% 52% 40 32.5%
DWP
2609
Destiny Wealth Partners
Florida
$816M +$72.2M +10% 7.4% 51.9% 208 9.13%
OFS
2610
OneAscent Financial Services
Alabama
$815M -$585M -42% 6.6% 47.1% 568 37.5%
BCM
2611
Brigade Capital Management
New York
$815M +$379M +87% 10.5% 18.4% 23 26.09%
1IA
2612
1834 Investment Advisors
Wisconsin
$815M +$25.1M +3% 5.7% 51.8% 213 7.98%
CIG
2613
Consolidated Investment Group
Colorado
$814M +$67.5M +9% 9.58% 140% 71 11.27%
DLP
2614
De Lisle Partners
United Kingdom
$814M +$105M +15% 15.6% 191 17.8%
BHB
2615
Bank Hapoalim BM
Israel
$813M +$80.2M +11% 8.19% 58.6% 137 20.44%
BEAM
2616
Baker Ellis Asset Management
Washington
$812M +$83.4M +11% 8% 89.2% 252 15.48%
RB
2617
Rodgers Brothers
Pennsylvania
$812M +$19.3M +2% 5.71% 75.7% 245 7.35%
VCM
2618
Vision Capital Management
Oregon
$811M +$49.6M +7% 8.16% 56.4% 149 8.72%
FFL
2619
Flat Footed LLC
Wyoming
$810M +$240M +42% 16.9% 195% 25 28%
CRCM
2620
Cat Rock Capital Management
Connecticut
$810M +$16.6M +2% 1.88% 61.3% 17 17.65%
AF
2621
Ally Financial
Michigan
$810M -$75.3M -9% 3.9% 8.82% 123 29.27%
SAM
2622
Sawgrass Asset Management
Florida
$810M -$69.9M -8% 7.99% 96.6% 195 15.38%
OAM
2623
Ophir Asset Management
Australia
$810M +$181M +29% 18.7% 167% 33 30.3%
AAP
2624
Ardsley Advisory Partners
Connecticut
$809M +$48M +6% 38.8% 555% 208 67.79%
BBCM
2625
Broad Bay Capital Management
New York
$809M -$40.6M -5% 29.5% 242% 31 48.39%