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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
BCC
2801
Bain Capital Credit
Massachusetts
$508M +$56.8M +13% 7.86% 14.7% 22 54.55%
SRC
2802
Samson Rock Capital
United Kingdom
$508M +$108M +27% 19.7% 156% 69 88.41%
NOCM
2803
Night Owl Capital Management
Connecticut
$507M +$15.1M +3% 15.8% 150% 28 14.29%
SFG
2804
StrategIQ Financial Group
Indiana
$506M +$30.8M +6% 4.54% 12.6% 221 7.24%
MCM
2805
Mattern Capital Management
Colorado
$506M +$43.4M +9% 5.59% 31.5% 116 6.03%
TWP
2806
TFO Wealth Partners
Ohio
$506M +$172M +52% 3.92% 52.9% 213 63.38%
HA
2807
Harbor Advisors
Florida
$506M +$54.6M +12% 13.7% 125% 206 12.14%
SS
2808
Simplicity Solutions
Minnesota
$505M +$51.1M +11% 7.56% 37.1% 584 29.45%
SCM
2809
SOL Capital Management
Maryland
$505M +$31.3M +7% 7.21% 56.6% 247 4.86%
SFS
2810
Summit Financial Strategies
Ohio
$505M +$225M +81% 5.52% 57.8% 119 48.74%
PGIM
2811
Pacific Global Investment Management
California
$505M +$25M +5% 7.1% 48% 219 7.76%
IWA
2812
Intercontinental Wealth Advisors
Texas
$505M +$45.4M +10% 6.51% 46.7% 297 12.12%
FA
2813
Faithward Advisors
Pennsylvania
$505M +$57.3M +13% 8.5% 86.7% 278 17.63%
MP
2814
Makaira Partners
California
$504M +$30.9M +7% 10% 22% 9 0%
HCA
2815
Heck Capital Advisors
Wisconsin
$504M +$50.8M +11% 5.41% 59.4% 120 10.83%
GF
2816
Greenfield FTC
Nevada
$504M +$39.8M +9% 7.2% 67.1% 4 0%
FFS
2817
Founders Financial Securities
Maryland
$504M +$69.9M +16% 6.57% 52.3% 319 28.53%
AWM
2818
Affinity Wealth Management
Delaware
$504M +$14.1M +3% 7.21% 116% 117 26.5%
PS
2819
Portfolio Strategies
New York
$504M +$25.2M +5% 9.34% 83.1% 73 42.47%
MCO
2820
MAK Capital One
New York
$503M +$82.1M +20% 18% 86% 11 27.27%
PMAS
2821
PNC Managed Account Solutions
Texas
$503M 6.01% 572
IAM
2822
Infusive Asset Management
New York
$503M +$76.4M +18% 5.29% 40.1% 88 52.27%
TIM
2823
Tikehau Investment Management
France
$503M +$31.3M +7% 11.5% 102% 15 0%
MPW
2824
MA Private Wealth
California
$503M +$23.3M +5% 5.32% 57.5% 94 8.51%
ZAM
2825
Zevin Asset Management
Massachusetts
$503M +$50.5M +11% 8.53% 57.5% 104 12.5%