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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 Avg Holding
Period (Yrs)
JCP
3126
JB Capital Partners
New York
$522M +$68.6M +15% 14% 142% 78 2.56% 3
First National Bank & Trust Co of Newtown
3127
First National Bank & Trust Co of Newtown
Pennsylvania
$522M +$29.8M +6% 6.63% 55.7% 140 7.14% 8.3
Capital Advantage
3128
Capital Advantage
California
$522M +$34.1M +7% 7.51% 49.2% 50 6% 4.5
AdvisorShares Investments
3129
AdvisorShares Investments
Maryland
$522M -$52.5M -9% 6.68% 110% 316 28.8% 1.4
Ramirez Asset Management
3130
Ramirez Asset Management
New York
$521M +$29.9M +6% 3.3% 86.8% 421 13.54% 0.8
Strategy Asset Managers
3131
Strategy Asset Managers
California
$521M +$70.4M +16% 7.64% 115% 319 47.02% 2.8
Bellwether Advisors
3132
Bellwether Advisors
Nebraska
$521M +$43.8M +9% 6.29% 115% 149 36.24% 2
Westover Capital Advisors
3133
Westover Capital Advisors
Delaware
$520M +$132M +34% 5.72% 144% 255 21.18% 2.3
Samsara BioCapital
3134
Samsara BioCapital
California
$520M +$42.5M +9% 8.32% 1,580% 43 9.3% 2.5
Opes Wealth Management
3135
Opes Wealth Management
California
$520M +$40.9M +9% 7.68% 54.1% 141 6.38% 2.9
Oakmont Corp
3136
Oakmont Corp
California
$520M +$65.5M +14% 5.18% 70.2% 33 6.06% 3.1
Legacy Financial Group (Iowa)
3137
Legacy Financial Group (Iowa)
Iowa
$520M +$11.5M +2% 5.61% 44.3% 108 49.07% 1.4
Bourgeon Capital Management
3138
Bourgeon Capital Management
Connecticut
$520M +$9.6M +2% 4.44% 121% 119 20.17% 4.4
Summit Wealth Partners
3139
Summit Wealth Partners
Florida
$519M +$37.6M +8% 5.89% 44.9% 247 14.17% 2.6
SevenBridge Financial Group
3140
SevenBridge Financial Group
Pennsylvania
$519M +$67M +15% 5.84% 93.2% 223 7.17% 4.2
Sentinel Pension Advisors
3141
Sentinel Pension Advisors
Massachusetts
$519M +$37M +8% 5.3% 46.5% 116 9.48% 2.5
Sentry LLC
3142
Sentry LLC
Tennessee
$519M -$24.1M -4% 2.26% 52.6% 129 3.88% 1.3
West Financial Advisors
3143
West Financial Advisors
Iowa
$519M +$36.9M +8% 5.53% 49.1% 195 21.54% 2.1
Blue Owl Capital Holdings
3144
Blue Owl Capital Holdings
New York
$518M +$159M +44% 13.9% 145% 140 72.14% 0.3
Core Alternative Capital
3145
Core Alternative Capital
Georgia
$517M +$17.1M +3% 8% 74.5% 367 2.72% 2.8
Genesis Investment Management
3146
Genesis Investment Management
United Kingdom
$517M +$8.59M +2% 6.3% 47.4% 15 0% 3.3
Affinity Capital Advisors
3147
Affinity Capital Advisors
California
$516M +$40.1M +8% 5.79% 72.7% 152 5.26% 2.9
Regatta Capital Group
3148
Regatta Capital Group
California
$515M +$51M +11% 7.12% 78.1% 193 7.25% 2.1
Stanley Capital Management
3149
Stanley Capital Management
Texas
$515M +$25.5M +5% 7.27% 158% 38 2.63% 3.8
Financial Enhancement Group
3150
Financial Enhancement Group
Indiana
$515M -$106M -17% 4.53% 62.2% 150 46.67% 3.2