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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)
CAM
3551
Centre Asset Management
New York
$437M -$27.2M -6% 1.01% 45.3% 66 27.27% 2.9
Morgan Stanley Institutional Investment Advisors
3552
Morgan Stanley Institutional Investment Advisors
Colorado
$437M -$8.32M -2% 0.85% – 3 0% 0.4
Creekmur Asset Management
3553
Creekmur Asset Management
Illinois
$437M +$10.8M +3% 1.84% – 1,063 16.65% 0.8
CMH Wealth Management
3554
CMH Wealth Management
New Hampshire
$437M +$11.5M +3% 5.36% 88% 54 1.85% 3.9
NAMP
3555
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$436M -$75.1K -0% 1.16% 90.2% 145 2.76% 6.7
JFG Wealth Management
3556
JFG Wealth Management
Colorado
$436M +$71.8M +20% 0.32% 65.2% 98 26.53% 1.2
Corrigan Financial
3557
Corrigan Financial
Rhode Island
$436M +$152K +0% 2% 9.54% 44 4.55% 5.2
DI
3558
Diligent Investors
California
$436M +$5.09M +1% 1.64% 82.2% 375 9.33% 4.1
Pacific Ridge Capital Partners
3559
Pacific Ridge Capital Partners
Oregon
$436M +$13.7M +3% 5.46% 149% 146 10.96% 5.5
Sovereign Financial Group
3560
Sovereign Financial Group
Connecticut
$436M +$7.75M +2% 4.91% 90.7% 296 8.78% 2.5
Bulltick Wealth Management
3561
Bulltick Wealth Management
Florida
$436M +$22.1M +5% 4.06% 58.2% 140 30% 1.5
NI
3562
Naria Inc
Bahamas
$435M – – 15.1% – 1 – 0
Presilium Private Wealth
3563
Presilium Private Wealth
Pennsylvania
$435M +$675K +0.2% 2.54% 45.9% 77 1.3% 1.5
Pathway Financial Advisors
3564
Pathway Financial Advisors
Vermont
$435M +$45M +12% 0.78% 52.7% 172 9.88% 4
FCA
3565
FLC Capital Advisors
California
$435M +$1.1M +0.3% 0.11% 59.3% 185 12.97% 3.3
Single Point Partners
3566
Single Point Partners
Massachusetts
$434M +$372M +592% 0.38% 56.4% 84 63.1% 0.9
Leonard Rickey Investment Advisors
3567
Leonard Rickey Investment Advisors
Washington
$434M -$6.36M -1% 1.11% 60.4% 113 7.96% 3.1
CCP
3568
Camelot Capital Partners
California
$434M +$40.1M +10% 16.7% – 3 33.33% 2.8
Blue Owl Capital Holdings
3569
Blue Owl Capital Holdings
New York
$434M -$84.4M -16% 2.91% 145% 147 53.06% 0.5
Dymon Asia Capital (Singapore)
3570
Dymon Asia Capital (Singapore)
Singapore
$434M +$64.7M +18% 4.42% 291% 147 67.35% 0.3
Turtle Creek Wealth Advisors
3571
Turtle Creek Wealth Advisors
Texas
$433M -$65.3M -13% 2.9% 112% 175 58.29% 1
Drucker Wealth 3.0
3572
Drucker Wealth 3.0
New Jersey
$433M +$17.3M +4% 0.17% – 161 17.39% 0.5
SMI Advisory Services
3573
SMI Advisory Services
Indiana
$433M -$18.3M -4% 0.15% 80.7% 60 16.67% 1.1
Essex Woodlands Management
3574
Essex Woodlands Management
Texas
$433M +$82.8M +24% 35.7% 55% 7 0% 6.3
DL
3575
DOHJ LLC
Washington
$433M +$3.98M +0.9% 0.62% 51.5% 147 12.24% 2.5