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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
FA
3176
Fermata Advisors
California
$419M +$64.3M +18% 197
PVI
3177
Pura Vida Investments
New York
$419M +$216M +106% 81
TC
3178
TAP Consulting
Missouri
$419M +$30.3M +8% 149
CCP
3179
Cyrus Capital Partners
New York
$419M +$26.4M +7% 9
BOCH
3180
Blue Owl Capital Holdings
New York
$418M +$289M +224% 45
BBPWM
3181
Blue Bell Private Wealth Management
Pennsylvania
$418M +$47M +13% 741
BPIM
3182
Brant Point Investment Management
New York
$418M -$4.33M -1% 97
SAM
3183
Summit Asset Management
Tennessee
$418M +$49.7M +13% 157
PPC
3184
Park Presidio Capital
California
$418M +$40.2M +11% 9
DCM
3185
DAFNA Capital Management
California
$417M +$95.9M +30% 82
ISB
3186
Iowa State Bank
Iowa
$417M +$31.6M +8% 109
PCA
3187
Providence Capital Advisors
North Carolina
$417M +$35M +9% 382
KLWA
3188
Kelly Lawrence W & Associates
California
$417M +$44.2M +12% 174
OWM
3189
Opes Wealth Management
California
$417M +$55.7M +15% 126
CAM
3190
Capco Asset Management
Florida
$417M +$31.1M +8% 20
AI
3191
AXS Investments
New York
$417M +$29.5M +8% 431
GS
3192
Gagnon Securities
New York
$417M +$17.5M +4% 110
NHT
3193
New Hampshire Trust
New Hampshire
$416M +$48M +13% 178
HCP
3194
Hexagon Capital Partners
Arkansas
$415M +$32.9M +9% 1,537
WCWM
3195
Wooster Corthell Wealth Management
Connecticut
$415M +$36.9M +10% 50
TWP
3196
Tyche Wealth Partners
Texas
$415M 286
SONJCPFE
3197
State of New Jersey Common Pension Fund E
New Jersey
$415M +$31M +8% 2
SWM
3198
Sugarloaf Wealth Management
Georgia
$415M +$19.3M +5% 728
PSP
3199
Principal Street Partners
Tennessee
$414M -$90.2M -18% 237
BWM
3200
Brickley Wealth Management
California
$414M +$39.6M +11% 43