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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
SI
3226
Sapience Investments
California
$420M +$4.1M +1% 13.3% 54.9% 84 14.29%
JJBC
3227
James J. Burns & Company
New York
$420M +$47.5M +13% 10.6% 52.3% 122 16.39%
PAMI
3228
Perseverance Asset Management International
Cayman Islands
$420M +$33.4M +9% 16.6% 68.4% 20 25%
FA
3229
Fermata Advisors
California
$419M +$64.3M +18% 8.79% 49.3% 197 22.34%
TC
3230
TAP Consulting
Missouri
$419M +$30.3M +8% 6.54% 3.08% 149 26.17%
CCP
3231
Cyrus Capital Partners
New York
$419M +$26.4M +7% 22.3% 174% 8 12.5%
BOCH
3232
Blue Owl Capital Holdings
New York
$418M +$289M +224% 5.38% 113% 45 71.11%
BBPWM
3233
Blue Bell Private Wealth Management
Pennsylvania
$418M +$47M +13% 9.46% 53.3% 743 12.92%
SAM
3234
Summit Asset Management
Tennessee
$418M +$49.7M +13% 8.72% 43.3% 157 6.37%
PPC
3235
Park Presidio Capital
California
$418M +$40.2M +11% 16.5% 96.1% 9 0%
DCM
3236
DAFNA Capital Management
California
$417M +$95.9M +30% 42.8% 240% 82 15.85%
AI
3237
AXS Investments
New York
$417M +$29.7M +8% 12.9% 69.6% 442 29.19%
HAM
3238
Honeycomb Asset Management
New York
$417M -$8.19M -2% 16.5% 49% 43 74.42%
ISB
3239
Iowa State Bank
Iowa
$417M +$31.6M +8% 9.09% 76% 109 1.83%
PCA
3240
Providence Capital Advisors
North Carolina
$417M +$35M +9% 10.8% 42.1% 382 20.68%
KLWA
3241
Kelly Lawrence W & Associates
California
$417M +$44.2M +12% 14.4% 58.9% 174 6.9%
OWM
3242
Opes Wealth Management
California
$417M +$55.7M +15% 9.75% 54.1% 126 3.97%
CAM
3243
Capco Asset Management
Florida
$417M +$31.1M +8% 9.91% 46.7% 20 15%
GS
3244
Gagnon Securities
New York
$417M +$17.5M +4% 14.3% 89.9% 110 19.09%
NHT
3245
New Hampshire Trust
New Hampshire
$416M +$48M +13% 11.5% 75.9% 178 8.99%
HCP
3246
Hexagon Capital Partners
Arkansas
$415M +$32.9M +9% 7.22% 102% 1,531 14.57%
TAM
3247
TFG Asset Management
Cayman Islands
$415M -$133M -24% 33.4% 54.9% 41 29.27%
WCWM
3248
Wooster Corthell Wealth Management
Connecticut
$415M +$36.9M +10% 9.15% 39.1% 50 6%
TWP
3249
Tyche Wealth Partners
Texas
$415M 9.56% 286
SONJCPFE
3250
State of New Jersey Common Pension Fund E
New Jersey
$415M +$31M +8% 8.17% 26.4% 2 0%