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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
ORL
2651
Oak Root LLC
California
$827M -$36.3M -4% 2.92% 11 0%
BIA
2652
Biondo Investment Advisors
Pennsylvania
$827M +$28.6M +4% 7.61% 89.1% 90 6.67%
FC
2653
FORA Capital
Florida
$827M +$261M +46% 4.23% 120% 687 73.8%
MFA
2654
Mayflower Financial Advisors
Massachusetts
$827M +$30M +4% 3.12% 68.7% 441 13.61%
CIG
2655
Capricorn Investment Group
California
$826M -$14.4M -2% 2.03% 226% 7 28.57%
LG
2656
LaFleur & Godfrey
Michigan
$826M +$1.16M +0.1% 3.53% 85.2% 150 8.67%
TC
2657
Triata Capital
Hong Kong
$825M -$31.7M -4% 12.8% 15 0%
DBG
2658
De Burlo Group
Massachusetts
$824M -$5.98M -0.7% 4.71% 98.1% 83 10.84%
OCA
2659
Octagon Capital Advisors
New York
$824M +$164M +25% 53.7% 2,555% 35 45.71%
OCM
2660
Ovata Capital Management
Hong Kong
$823M +$323M +65% 0.61% 68.1% 64 53.13%
JPWM
2661
Jamison Private Wealth Management
Georgia
$823M +$33.6M +4% 4.77% 121% 213 2.82%
BPIM
2662
Brant Point Investment Management
New York
$823M -$102M -11% 3.43% 126% 154 37.01%
RFA
2663
RTD Financial Advisors
Pennsylvania
$820M -$12.6M -2% 1.5% 46.4% 116 10.34%
AF
2664
Ally Financial
Michigan
$819M +$9.14M +1% 1.1% 8.82% 117 16.24%
OWA
2665
One Wealth Advisors
California
$818M +$21.5M +3% 2.5% 54.5% 334 18.86%
BG
2666
BDF Gestion
France
$818M -$26.8M -3% 3.88% 156 14.1%
F1I
2667
Fund 1 Investments
Puerto Rico
$818M -$82.4M -9% 10.8% 78.6% 76 53.95%
LSPW
2668
Lake Street Private Wealth
Illinois
$817M +$41.7M +5% 1.52% 77% 291 9.28%
KGAMU
2669
KPS Global Asset Management (UK)
United Kingdom
$817M +$28.2M +4% 5.34% 523% 4 0%
SCS
2670
Syquant Capital SAS
France
$817M +$469M +135% 0.36% 176% 45 80%
IWA
2671
Inspirion Wealth Advisors
Illinois
$817M +$102M +14% 0.79% 47% 183 25.68%
AWG
2672
Alpha Wave Global
New York
$816M -$172M -17% 24% 219% 32 43.75%
EFG
2673
Embree Financial Group
Illinois
$816M +$69.5M +9% 2.77% 260 14.23%
CPBTD
2674
Central Pacific Bank - Trust Division
Hawaii
$815M -$11.3M -1% 3.3% 885 12.66%
CA
2675
Cache Advisors
California
$814M +$241M +42% 1.57% 125 21.6%