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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
OTL
3226
Oak Thistle LLC
New York
$497M +$160M +47% 3.88% 59% 587 65.42%
WP
3227
Wedgewood Partners
Missouri
$496M -$11.5M -2% 6.6% 78.1% 20 5%
PCM
3228
Pinnbrook Capital Management
New York
$496M -$512M -51% 9.46% 913% 125 85.6%
FTM
3229
First Turn Management
California
$496M -$62.3M -11% 0.25% 44 38.64%
OWM
3230
Opes Wealth Management
California
$495M +$7.74M +2% 1.45% 54.1% 149 12.08%
DIM
3231
Delta Investment Management
California
$495M -$18.2M -4% 1.54% 65.8% 277 22.38%
DCA
3232
DSG Capital Advisors
Minnesota
$495M -$56.9M -10% 2.96% 126 7.94%
PCP
3233
Polunin Capital Partners
United Kingdom
$495M +$90.6M +22% 23.4% 252% 29 20.69%
CH
3234
Canton Hathaway
Rhode Island
$495M +$94.7M +24% 8.25% 84.7% 292 23.29%
KBG
3235
Kahn Brothers Group
New York
$494M +$34.1M +7% 4.16% 53.4% 58 15.52%
WCFA
3236
Walkner Condon Financial Advisors
Wisconsin
$494M +$2.27M +0.5% 0.06% 56.8% 303 18.81%
EAMA
3237
EFG Asset Management (Americas)
Florida
$494M -$20.3M -4% 2.89% 112% 137 13.87%
SOAMC
3238
Spirit of America Management Corp
New York
$494M +$144K +0% 1.91% 110% 323 6.5%
BL
3239
BWCP LP
Texas
$493M +$28.7M +6% 10.1% 198% 32 46.88%
SHIM
3240
Stone House Investment Management
Pennsylvania
$493M +$99.8M +25% 0.95% 53.1% 438 88.36%
EWM
3241
Edge Wealth Management
New York
$493M -$862K -0.2% 1.2% 61.6% 85 9.41%
KI
3242
Kapitalo Investimentos
Brazil
$493M +$344M +230% 3.45% 64% 334 92.81%
SWP
3243
Summit Wealth Partners
Florida
$493M +$6.04M +1% 0.38% 44.9% 215 10.7%
CWS
3244
Cypress Wealth Services
California
$493M -$4.96M -1% 2.02% 71.8% 296 9.46%
FPF
3245
First Pacific Financial
Washington
$493M +$63M +15% 1.92% 48.5% 554 32.85%
PCS
3246
Personal CFO Solutions
New Jersey
$493M -$15.7M -3% 0.06% 91.4% 500 19%
FCA
3247
Fortis Capital Advisors
Kansas
$493M +$200M +68% 3.25% 127% 300 59.67%
M
3248
MATAURO
New York
$492M +$30.4M +7% 2.53% 139 25.18%
EGP
3249
Entrust Global Partners
New York
$492M +$365M +288% 30.1% 82.3% 5 20%
HEIP
3250
Hudson Edge Investment Partners
New Jersey
$492M -$50.5M -9% 0.23% 68.8% 192 50%