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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
AI
3126
AdvisorShares Investments
Maryland
$522M -$52.5M -9% 6.68% 110% 316 28.8%
RAM
3127
Ramirez Asset Management
New York
$521M +$29.9M +6% 3.3% 86.8% 421 13.54%
SAM
3128
Strategy Asset Managers
California
$521M +$70.4M +16% 7.64% 108% 319 47.02%
BA
3129
Bellwether Advisors
Nebraska
$521M +$43.8M +9% 6.29% 115% 149 36.24%
WCA
3130
Westover Capital Advisors
Delaware
$520M +$132M +34% 5.72% 133% 255 21.18%
SB
3131
Samsara BioCapital
California
$520M +$42.5M +9% 8.32% 1,580% 43 9.3%
OWM
3132
Opes Wealth Management
California
$520M +$40.9M +9% 7.68% 54.1% 141 6.38%
OC
3133
Oakmont Corp
California
$520M +$65.5M +14% 5.18% 70.2% 33 6.06%
Legacy Financial Group (Iowa)
3134
Legacy Financial Group (Iowa)
Iowa
$520M +$11.5M +2% 5.61% 44.3% 108 49.07%
BCM
3135
Bourgeon Capital Management
Connecticut
$520M +$9.57M +2% 4.44% 117% 119 20.17%
SWP
3136
Summit Wealth Partners
Florida
$519M +$37.6M +8% 5.89% 44.9% 247 14.17%
SFG
3137
SevenBridge Financial Group
Pennsylvania
$519M +$67M +15% 5.84% 81.7% 223 7.17%
SPA
3138
Sentinel Pension Advisors
Massachusetts
$519M +$37M +8% 5.3% 46.5% 116 9.48%
SL
3139
Sentry LLC
Tennessee
$519M -$24.1M -4% 2.26% 61.3% 129 3.88%
WFA
3140
West Financial Advisors
Iowa
$519M +$36.9M +8% 5.53% 45.1% 195 21.54%
BOCH
3141
Blue Owl Capital Holdings
New York
$518M +$159M +44% 13.9% 145% 140 72.14%
CAC
3142
Core Alternative Capital
Georgia
$517M +$17.1M +3% 8% 74.5% 367 2.72%
GIM
3143
Genesis Investment Management
United Kingdom
$517M +$8.59M +2% 6.3% 47.4% 15 0%
ACA
3144
Affinity Capital Advisors
California
$516M +$40.1M +8% 5.79% 62% 152 5.26%
RCG
3145
Regatta Capital Group
California
$515M +$51M +11% 7.12% 69.1% 193 7.25%
SCM
3146
Stanley Capital Management
Texas
$515M +$25.5M +5% 7.27% 158% 38 2.63%
FEG
3147
Financial Enhancement Group
Indiana
$515M -$106M -17% 4.53% 57.5% 150 46.67%
ATS
3148
Ashton Thomas Securities
New York
$515M +$99.7M +24% 6.22% 1,243 77.07%
PGAM
3149
Princeton Global Asset Management
New Jersey
$514M +$61.1M +13% 7.78% 104% 737 16.69%
AIM
3150
Avanda Investment Management
Singapore
$514M -$148M -22% 9.1% 49 4.08%