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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
OC
3426
Oakmont Corp
California
$381M +$31M +9% 17.5% 75.2% 37 16.22%
BA
3427
BCM Advisors
Louisiana
$381M +$43.2M +13% 9.15% 59.3% 66 1.52%
WFPG
3428
Waller Financial Planning Group
Ohio
$380M +$36.6M +11% 10.1% 40.9% 61 9.84%
RCG
3429
Regatta Capital Group
California
$380M +$65.1M +21% 11.5% 63% 177 11.86%
DWM
3430
Dechtman Wealth Management
Colorado
$380M +$42.6M +13% 11.7% 57 10.53%
EWM
3431
EPG Wealth Management
Georgia
$380M +$48.6M +15% 11.4% 96% 452 13.05%
AP
3432
Agilis Partners
Massachusetts
$380M +$102M +37% 10.9% 8.47% 29 34.48%
CCM
3433
Callodine Capital Management
Massachusetts
$380M +$21M +6% 7.94% 43.6% 48 31.25%
AAM
3434
Austin Asset Management
Texas
$380M +$37M +11% 10.3% 85.2% 64 14.06%
ZEP
3435
Zeno Equity Partners
United Kingdom
$380M 13.3% 16
NAMP
3436
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$379M +$32.1M +9% 11.9% 73.1% 147 4.08%
HMCP
3437
Hook Mill Capital Partners
New York
$379M +$122M +48% 24.1% 148% 48 43.75%
NI
3438
Noked Israel
Israel
$379M +$49.5M +15% 18.2% 202% 38 44.74%
NA
3439
Nordwand Advisors
Pennsylvania
$379M -$126M -25% 3.81% 66.9% 153 21.57%
BSWM
3440
Boston Standard Wealth Management
Massachusetts
$379M $0 0% 8.22% 42.9% 43 0%
HA
3441
Harfst & Associates
Wyoming
$379M +$22.5M +6% 11.4% 82.5% 92 5.43%
CFGSD
3442
Compass Financial Group (South Dakota)
South Dakota
$379M +$44.4M +13% 10.2% 48.6% 96 7.29%
FMTC
3443
Farmers & Merchants Trust Company
California
$379M +$39.7M +12% 9.36% 61% 186 8.6%
AMCI
3444
Al Mehwar Commercial Investments
United Arab Emirates
$378M 2.9% 1
TA
3445
TRB Advisors
New York
$378M +$228M +152% 14.9% 42.3% 6 33.33%
TCOTS
3446
Trust Company of the South
North Carolina
$378M 13.5% 115
MMPW
3447
Mitchell McLeod Pugh & Williams
Alabama
$378M +$38.3M +11% 11% 76.5% 266 10.15%
BB
3448
Berkshire Bank
Massachusetts
$378M +$30.4M +9% 9.63% 70% 140 5%
PAM
3449
Paradigm Asset Management
New York
$378M +$24.8M +7% 7.84% 51.6% 567 10.05%
WFA
3450
WestHill Financial Advisors
California
$377M +$34.6M +10% 10.2% 55.9% 122 43.44%