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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
BZWA
3576
Blue Zone Wealth Advisors
California
$573M +$81.3M +17% 21.8% 78.3% 137 13.87%
LA
3577
Lynch & Associates
Indiana
$573M +$39.9M +7% 9.47% 62.9% 131 5.34%
TCOT
3578
Trust Company of Tennessee
Tennessee
$572M +$35.2M +7% 13.1% 8 0%
SEP
3579
Southland Equity Partners
Missouri
$571M +$57.9M +11% 12% 58.6% 312 14.42%
SWMG
3580
Sanchez Wealth Management Group
Florida
$571M +$108M +23% 15.8% 56.9% 54 5.56%
PE
3581
PCM Encore
Colorado
$569M +$83.1M +17% 25.1% 500 19.2%
OCP
3582
OCO Capital Partners
New York
$569M +$161M +39% 61% 679% 9 44.44%
MCCP
3583
Mission Creek Capital Partners
California
$569M +$67.7M +13% 14.9% 138% 250 20%
CD
3584
Chapin Davis
Maryland
$569M +$120M +27% 70.1% 323% 285 18.6%
SPP
3585
Single Point Partners
Massachusetts
$568M +$65.5M +13% 11.9% 52.3% 105 22.86%
PC
3586
Panview Capital
Hong Kong
$568M +$101M +22% 26.9% 17 47.06%
HCM
3587
Horiko Capital Management
New York
$568M +$134M +31% 70.3% 275% 21 23.81%
WC
3588
Weil Company
California
$568M +$122M +27% 11.2% 60.7% 137 18.98%
IA
3589
Insight Advisors
Pennsylvania
$567M +$41.8M +8% 17.2% 66.7% 258 12.4%
CA
3590
Crossingbridge Advisors
New York
$567M +$14.2M +3% 0.59% 207 52.17%
CWA
3591
Clarity Wealth Advisors
California
$567M +$80.4M +17% 15.7% 85.1% 119 10.92%
CIM
3592
Contravisory Investment Management
Massachusetts
$566M +$78M +16% 24.1% 129% 445 29.89%
DA
3593
DCF Advisers
Connecticut
$566M +$191M +51% 96.6% 372% 98 17.35%
LT
3594
Legacy Trust
Michigan
$566M +$43.7M +8% 21.1% 95% 217 9.68%
B
3595
BetterWealth
California
$565M +$55.5M +11% 10.8% 55.7% 89 7.87%
PCM
3596
Primavera Capital Management
Cayman Islands
$565M -$82.8M -13% 17.4% 1.21% 5 40%
LIM
3597
Lathrop Investment Management
Arkansas
$565M +$30.7M +6% 9.98% 72.2% 90 8.89%
AP
3598
Affinity Partners
Florida
$565M -$69.7M -11% 11% 1 0%
ICCFIA
3599
IDG China Capital Fund III Associates
China
$564M -$304M -35% 34.3% 2 0%
MF
3600
Manchester Financial
California
$563M +$41.5M +8% 13% 67.5% 156 14.1%