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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
DBG
2701
De Burlo Group
Massachusetts
$824M -$5.98M -0.7% 4.71% 147% 83 10.84%
OCA
2702
Octagon Capital Advisors
New York
$824M +$164M +25% 53.7% 2,969% 35 45.71%
OCM
2703
Ovata Capital Management
Hong Kong
$823M +$323M +65% 0.61% 69.1% 64 53.13%
JPWM
2704
Jamison Private Wealth Management
Georgia
$823M +$33.6M +4% 4.77% 121% 213 2.82%
BPIM
2705
Brant Point Investment Management
New York
$823M -$102M -11% 3.43% 169% 154 37.01%
RFA
2706
RTD Financial Advisors
Pennsylvania
$820M -$12.6M -2% 1.5% 46.4% 116 10.34%
AF
2707
Ally Financial
Michigan
$819M +$9.14M +1% 1.1% 9.35% 117 16.24%
OWA
2708
One Wealth Advisors
California
$818M +$21.5M +3% 2.5% 66% 334 18.86%
BG
2709
BDF Gestion
France
$818M -$26.8M -3% 3.88% 156 14.1%
F1I
2710
Fund 1 Investments
Puerto Rico
$818M -$82.4M -9% 10.8% 128% 76 53.95%
LSPW
2711
Lake Street Private Wealth
Illinois
$817M +$41.7M +5% 1.52% 92.5% 291 9.28%
KGAMU
2712
KPS Global Asset Management (UK)
United Kingdom
$817M +$28.2M +4% 5.34% 523% 4 0%
SCS
2713
Syquant Capital SAS
France
$817M +$469M +135% 0.36% 176% 45 80%
IWA
2714
Inspirion Wealth Advisors
Illinois
$817M +$102M +14% 0.79% 47% 183 25.68%
AWG
2715
Alpha Wave Global
New York
$816M -$172M -17% 24% 226% 32 43.75%
EFG
2716
Embree Financial Group
Illinois
$816M +$69.5M +9% 2.77% 260 14.23%
CPBTD
2717
Central Pacific Bank - Trust Division
Hawaii
$815M -$11.3M -1% 3.3% 885 12.66%
CA
2718
Cache Advisors
California
$814M +$241M +42% 1.57% 125 21.6%
SWIG
2719
Strategic Wealth Investment Group
Kentucky
$814M -$375M -32% 2.19% 134 33.58%
AWM
2720
Arista Wealth Management
Nevada
$813M +$9.44M +1% 2.59% 60.1% 323 39.32%
CHC
2721
City Holding Co
West Virginia
$813M +$17.5M +2% 3.08% 81.3% 643 18.82%
KCP
2722
Kera Capital Partners
California
$811M +$144M +22% 4.04% 597 36.52%
MGB
2723
Mass General Brigham
Massachusetts
$810M 5.22% 7
Legacy Financial Group (Iowa)
2724
Legacy Financial Group (Iowa)
Iowa
$809M +$45.3M +6% 1.42% 44.3% 124 10.48%
ACA
2725
Anchorage Capital Advisors
New York
$807M +$690M +591% 2.47% 6 33.33%