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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
CST
2851
Charles Schwab Trust
Nevada
$508M +$25.6M +5% 4.98% 45.6% 186 5.91%
BCC
2852
Bain Capital Credit
Massachusetts
$508M +$56.8M +13% 7.86% 14.4% 22 54.55%
SRC
2853
Samson Rock Capital
United Kingdom
$508M +$108M +27% 19.7% 156% 69 88.41%
NOCM
2854
Night Owl Capital Management
Connecticut
$507M +$15.1M +3% 15.8% 162% 28 14.29%
SFG
2855
StrategIQ Financial Group
Indiana
$506M +$30.8M +6% 4.54% 12.6% 221 7.24%
MCM
2856
Mattern Capital Management
Colorado
$506M +$43.4M +9% 5.59% 31.5% 116 6.03%
TWP
2857
TFO Wealth Partners
Ohio
$506M +$172M +52% 3.92% 63.6% 213 63.38%
HA
2858
Harbor Advisors
Florida
$506M +$54.6M +12% 13.7% 125% 206 12.14%
SS
2859
Simplicity Solutions
Minnesota
$505M +$51.1M +11% 7.56% 37.1% 584 29.45%
SCM
2860
SOL Capital Management
Maryland
$505M +$31.3M +7% 7.21% 56.6% 247 4.86%
SFS
2861
Summit Financial Strategies
Ohio
$505M +$225M +81% 5.52% 57.8% 119 48.74%
PGIM
2862
Pacific Global Investment Management
California
$505M +$25M +5% 7.1% 48% 219 7.76%
IWA
2863
Intercontinental Wealth Advisors
Texas
$505M +$45.4M +10% 6.51% 46.7% 297 12.12%
FA
2864
Faithward Advisors
Pennsylvania
$505M +$57.3M +13% 8.5% 119% 278 17.63%
MP
2865
Makaira Partners
California
$504M +$30.9M +7% 10% 22% 9 0%
HCA
2866
Heck Capital Advisors
Wisconsin
$504M +$50.8M +11% 5.41% 62% 120 10.83%
GF
2867
Greenfield FTC
Nevada
$504M +$39.8M +9% 7.2% 67.1% 4 0%
FFS
2868
Founders Financial Securities
Maryland
$504M +$69.9M +16% 6.57% 64.3% 319 28.53%
AWM
2869
Affinity Wealth Management
Delaware
$504M +$14.1M +3% 7.21% 116% 117 26.5%
PS
2870
Portfolio Strategies
New York
$504M +$25.2M +5% 9.34% 120% 73 42.47%
MCO
2871
MAK Capital One
New York
$503M +$82.1M +20% 18% 200% 11 27.27%
PMAS
2872
PNC Managed Account Solutions
Texas
$503M 6.01% 572
IAM
2873
Infusive Asset Management
New York
$503M +$76.4M +18% 5.29% 33.8% 88 52.27%
TIM
2874
Tikehau Investment Management
France
$503M +$31.3M +7% 11.5% 102% 15 0%
MPW
2875
MA Private Wealth
California
$503M +$23.3M +5% 5.32% 57.5% 94 8.51%