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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)
TAP Consulting
3276
TAP Consulting
Missouri
$419M +$30.3M +8% 6.54% 3.08% 149 26.17% 2
Cyrus Capital Partners
3277
Cyrus Capital Partners
New York
$419M +$26.4M +7% 22.3% 163% 8 12.5% 3.4
Blue Owl Capital Holdings
3278
Blue Owl Capital Holdings
New York
$418M +$289M +224% 5.38% 145% 45 71.11% 0.4
Blue Bell Private Wealth Management
3279
Blue Bell Private Wealth Management
Pennsylvania
$418M +$47M +13% 9.46% 68.2% 743 12.92% 2.4
Symmetry Peak Management
3280
Symmetry Peak Management
Pennsylvania
$418M -$363M -46% 23.8% 320% 195 76.92% 0.2
Summit Asset Management
3281
Summit Asset Management
Tennessee
$418M +$49.7M +13% 8.72% 48.9% 157 6.37% 5.9
Park Presidio Capital
3282
Park Presidio Capital
California
$418M +$40.2M +11% 16.5% 94.1% 9 0% 5
DAFNA Capital Management
3283
DAFNA Capital Management
California
$417M +$95.9M +30% 42.8% 313% 82 15.85% 2.5
AXS Investments
3284
AXS Investments
New York
$417M +$29.7M +8% 12.9% 104% 442 29.19% 1
Honeycomb Asset Management
3285
Honeycomb Asset Management
New York
$417M -$8.19M -2% 16.5% 49% 43 74.42% 0.3
Iowa State Bank
3286
Iowa State Bank
Iowa
$417M +$31.6M +8% 9.09% 85.7% 109 1.83% 5.7
Providence Capital Advisors
3287
Providence Capital Advisors
North Carolina
$417M +$35M +9% 10.8% 47.4% 382 20.68% 2.9
Kelly Lawrence W & Associates
3288
Kelly Lawrence W & Associates
California
$417M +$44.2M +12% 14.4% 123% 174 6.9% 4.7
Opes Wealth Management
3289
Opes Wealth Management
California
$417M +$55.7M +15% 9.75% 54.1% 126 3.97% 2.5
Capco Asset Management
3290
Capco Asset Management
Florida
$417M +$31.1M +8% 9.91% 46.1% 20 15% 5.1
Gagnon Securities
3291
Gagnon Securities
New York
$417M +$17.5M +4% 14.3% 129% 110 19.09% 3.7
New Hampshire Trust
3292
New Hampshire Trust
New Hampshire
$416M +$48M +13% 11.5% 88.5% 178 8.99% 0.9
Hexagon Capital Partners
3293
Hexagon Capital Partners
Arkansas
$415M +$32.9M +9% 7.22% 104% 1,531 14.57% 2.1
TFG Asset Management
3294
TFG Asset Management
Cayman Islands
$415M -$133M -24% 33.4% 72.1% 41 29.27% 1.6
Wooster Corthell Wealth Management
3295
Wooster Corthell Wealth Management
Connecticut
$415M +$36.9M +10% 9.15% 39.1% 50 6% 4.8
TWP
3296
Tyche Wealth Partners
Texas
$415M – – 9.56% – 286 – 0
State of New Jersey Common Pension Fund E
3297
State of New Jersey Common Pension Fund E
New Jersey
$415M +$31M +8% 8.17% 26.4% 2 0% 3.1
Sugarloaf Wealth Management
3298
Sugarloaf Wealth Management
Georgia
$415M +$19.3M +5% 8.86% 10.2% 710 8.03% 3.1
Principal Street Partners
3299
Principal Street Partners
Tennessee
$414M -$90.2M -18% 11.9% 91% 237 18.99% 2.2
Element Pointe Advisors
3300
Element Pointe Advisors
Florida
$414M +$24.9M +6% 9.57% 75.1% 90 26.67% 2.1