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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
SB
3101
Samsara BioCapital
California
$520M +$42.5M +9% 8.32% 1,814% 43 9.3%
OWM
3102
Opes Wealth Management
California
$520M +$40.9M +9% 7.68% 54.1% 141 6.38%
OC
3103
Oakmont Corp
California
$520M +$65.5M +14% 5.18% 75.2% 33 6.06%
Legacy Financial Group (Iowa)
3104
Legacy Financial Group (Iowa)
Iowa
$520M +$11.5M +2% 5.61% 34.4% 108 49.07%
BCM
3105
Bourgeon Capital Management
Connecticut
$520M +$9.57M +2% 4.44% 117% 119 20.17%
SWP
3106
Summit Wealth Partners
Florida
$519M +$37.6M +8% 5.89% 35.5% 247 14.17%
SFG
3107
SevenBridge Financial Group
Pennsylvania
$519M +$67M +15% 5.84% 70.4% 223 7.17%
SPA
3108
Sentinel Pension Advisors
Massachusetts
$519M +$37M +8% 5.3% 46.5% 116 9.48%
SL
3109
Sentry LLC
Tennessee
$519M -$24.1M -4% 2.26% 55% 129 3.88%
WFA
3110
West Financial Advisors
Iowa
$519M +$36.9M +8% 5.53% 45.1% 195 21.54%
BOCH
3111
Blue Owl Capital Holdings
New York
$518M +$159M +44% 13.9% 113% 140 72.14%
CAC
3112
Core Alternative Capital
Georgia
$517M +$17.1M +3% 8% 57.5% 367 2.72%
GIM
3113
Genesis Investment Management
United Kingdom
$517M +$8.59M +2% 6.3% 47.4% 15 0%
ACA
3114
Affinity Capital Advisors
California
$516M +$40.1M +8% 5.79% 62% 152 5.26%
RCG
3115
Regatta Capital Group
California
$515M +$51M +11% 7.12% 63% 193 7.25%
SCM
3116
Stanley Capital Management
Texas
$515M +$25.5M +5% 7.27% 101% 38 2.63%
FEG
3117
Financial Enhancement Group
Indiana
$515M -$106M -17% 4.53% 57.5% 150 46.67%
ATS
3118
Ashton Thomas Securities
New York
$515M +$99.7M +24% 6.22% 1,243 77.07%
PGAM
3119
Princeton Global Asset Management
New Jersey
$514M +$61.1M +13% 7.78% 104% 737 16.69%
AIM
3120
Avanda Investment Management
Singapore
$514M -$148M -22% 9.1% 49 4.08%
OC
3121
ORIX Corp
Japan
$514M +$35M +7% 7.31% 11.7% 1 0%
BSWM
3122
Boston Standard Wealth Management
Massachusetts
$514M +$58.7M +13% 5.51% 42.9% 49 8.16%
AAM
3123
Austin Asset Management
Texas
$514M +$24.6M +5% 5.87% 71.4% 68 4.41%
EIP
3124
Ellis Investment Partners
Pennsylvania
$513M +$40.5M +9% 7.35% 51% 250 12%
SCM
3125
Shah Capital Management
North Carolina
$513M +$50.7M +11% 19% 225% 19 10.53%