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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)
Oakmont Corp
3476
Oakmont Corp
California
$381M +$31M +9% 17.5% 70.2% 37 16.22% 3.1
BCM Advisors
3477
BCM Advisors
Louisiana
$381M +$43.2M +13% 9.15% 66.3% 66 1.52% 3.5
Waller Financial Planning Group
3478
Waller Financial Planning Group
Ohio
$380M +$36.6M +11% 10.1% 47.5% 61 9.84% 3.4
Regatta Capital Group
3479
Regatta Capital Group
California
$380M +$65.1M +21% 11.5% 78.1% 177 11.86% 1.6
Dechtman Wealth Management
3480
Dechtman Wealth Management
Colorado
$380M +$42.6M +13% 11.7% – 57 10.53% 0.4
EPG Wealth Management
3481
EPG Wealth Management
Georgia
$380M +$48.6M +15% 11.4% 108% 452 13.05% 1.8
AP
3482
Agilis Partners
Massachusetts
$380M +$102M +37% 10.9% 8.47% 29 34.48% 3.5
Callodine Capital Management
3483
Callodine Capital Management
Massachusetts
$380M +$21M +6% 7.94% 53.8% 48 31.25% 1.5
Austin Asset Management
3484
Austin Asset Management
Texas
$380M +$37M +11% 10.3% 93.4% 64 14.06% 1.5
Zeno Equity Partners
3485
Zeno Equity Partners
United Kingdom
$380M – – 13.3% – 16 – 0
NAMP
3486
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$379M +$32.1M +9% 11.9% 90.2% 147 4.08% 6
Hook Mill Capital Partners
3487
Hook Mill Capital Partners
New York
$379M +$122M +48% 24.1% 149% 48 43.75% 0.6
Noked Israel
3488
Noked Israel
Israel
$379M +$49.4M +15% 18.2% 265% 38 44.74% 0.9
Nordwand Advisors
3489
Nordwand Advisors
Pennsylvania
$379M -$126M -25% 3.81% 93% 153 21.57% 0.6
Boston Standard Wealth Management
3490
Boston Standard Wealth Management
Massachusetts
$379M $0 0% 8.22% 47.1% 43 0% 4.8
Harfst & Associates
3491
Harfst & Associates
Wyoming
$379M +$22.5M +6% 11.4% 88.1% 92 5.43% 5.1
CFGSD
3492
Compass Financial Group (South Dakota)
South Dakota
$379M +$44.4M +13% 10.2% 72% 96 7.29% 1
Farmers & Merchants Trust Company
3493
Farmers & Merchants Trust Company
California
$379M +$39.7M +12% 9.36% 79.8% 186 8.6% 3.4
AMCI
3494
Al Mehwar Commercial Investments
United Arab Emirates
$378M – – 2.9% – 1 – 0
TRB Advisors
3495
TRB Advisors
New York
$378M +$228M +152% 14.9% 76.1% 6 33.33% 3.9
Trust Company of the South
3496
Trust Company of the South
North Carolina
$378M – – 13.5% 70.2% 115 – 0
Mitchell McLeod Pugh & Williams
3497
Mitchell McLeod Pugh & Williams
Alabama
$378M +$38.3M +11% 11% 90.7% 266 10.15% 5.4
Berkshire Bank
3498
Berkshire Bank
Massachusetts
$378M +$30.4M +9% 9.63% 76.2% 140 5% 2.5
Paradigm Asset Management
3499
Paradigm Asset Management
New York
$378M +$24.8M +7% 7.84% 73.8% 567 10.05% 2
WestHill Financial Advisors
3500
WestHill Financial Advisors
California
$377M +$34.6M +10% 10.2% 62.9% 122 43.44% 2.2