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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
SLWA
3101
San Luis Wealth Advisors
California
$604M +$7.26M +1% 185
MCO
3102
MAK Capital One
New York
$604M -$139M -19% 28
JHCP
3103
Jackson Hole Capital Partners
Oklahoma
$604M +$19.8M +3% 318
PIFP
3104
Partners in Financial Planning
Virginia
$603M +$12.3M +2% 123
ERWM
3105
Elk River Wealth Management
Colorado
$602M -$19.9M -3% 107
SA
3106
Strategic Advisors
New York
$602M -$36.3M -6% 186
MTC
3107
Matrix Trust Company
Colorado
$602M -$3.8M -0.6% 264
CIG
3108
Capricorn Investment Group
California
$602M -$224M -27% 7
NPCM
3109
North Peak Capital Management
New York
$601M -$312M -34% 10
OCAM
3110
Onex Canada Asset Management
Ontario, Canada
$601M -$119M -17% 82
CTA
3111
Clear Trail Advisors
Texas
$601M +$170M +39% 151
CNBTD
3112
Citizens National Bank Trust Department
Mississippi
$601M +$20.9M +4% 390
CCP
3113
Clifford Capital Partners
Utah
$600M +$11.9M +2% 48
MGIA
3114
Matthew Goff Investment Advisor
Texas
$600M +$35.6M +6% 121
BHPW
3115
Beverly Hills Private Wealth
California
$600M +$15.9M +3% 363
GP
3116
GSK plc
$599M -$200M -25% 15
SCM
3117
Stanley Capital Management
Texas
$598M +$185K +0% 41
FSG
3118
Financial Strategies Group
Michigan
$598M +$45.3M +8% 102
ECM
3119
Estuary Capital Management
Minnesota
$598M +$35.3M +6% 33
OFS
3120
Orrstown Financial Services
Pennsylvania
$597M -$2.33M -0.4% 121
KCM
3121
Kingdon Capital Management
New York
$597M -$56.3M -9% 93
TAIM
3122
Te Ahumairangi Investment Management
New Zealand
$597M +$38.9M +7% 86
BWP
3123
Balboa Wealth Partners
Arizona
$596M -$8.46M -1% 497
LOWM
3124
Laurel Oak Wealth Management
New Jersey
$595M +$2.12M +0.4% 392
PCWA
3125
Pacific Capital Wealth Advisors
California
$595M +$11.9M +2% 91