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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
OCM
3851
Ogborne Capital Management
California
$403M +$143M +55% 38.5% 251% 14 57.14%
HSG
3852
Helen Stephens Group
Texas
$403M +$49.7M +14% 7.85% 49.5% 92 10.87%
DR
3853
Davis Rea
Ontario, Canada
$403M +$27.5M +7% 11.4% 45.7% 63 23.81%
RA
3854
Resolute Advisors
California
$403M +$55.9M +16% 21.5% 36.7% 91 31.87%
FPW
3855
Fairvoy Private Wealth
Alabama
$402M +$38.6M +11% 10.4% 190 12.11%
MCB
3856
Morton Community Bank
Illinois
$402M +$20.3M +5% 5.13% 115 9.57%
WWG
3857
West Wealth Group
California
$402M +$63.9M +19% 10.6% 71.2% 120 27.5%
BONH
3858
Bank of New Hampshire
New Hampshire
$402M +$19.9M +5% 10.5% 86.4% 479 7.93%
TC
3859
Trium Capital
United Kingdom
$402M -$399M -50% 22.3% 189% 80 61.25%
BIA
3860
Barry Investment Advisors
Massachusetts
$402M +$25.3M +7% 5% 57.9% 110 9.09%
AFWM
3861
AMJ Financial Wealth Management
Virginia
$402M +$62.9M +19% 15.8% 167% 100 32%
KAM
3862
KEB Asset Management
Illinois
$401M +$49.9M +14% 7.8% 68.9% 90 11.11%
LF
3863
Lantz Financial
Illinois
$401M +$35.8M +10% 7.39% 67.1% 243 11.93%
TWP
3864
Tempus Wealth Planning
California
$401M +$66.5M +20% 13.4% 89.9% 281 18.15%
CLC
3865
Charles-Lim Capital
Hong Kong
$401M +$61.8M +18% 17.9% 4.44% 8 25%
CF
3866
Copperwynd Financial
Arizona
$401M +$38.3M +11% 11.1% 90% 166 19.28%
ODG
3867
O'Dell Group
Ohio
$401M +$15M +4% 7.58% 72.2% 36 41.67%
BHWA
3868
Beacon Harbor Wealth Advisors
Virginia
$401M -$29.6M -7% 13.1% 143% 92 39.13%
AA
3869
Addison Advisors
Vermont
$401M +$34.2M +9% 7.17% 50.2% 932 15.67%
BCM
3870
Beck Capital Management
Texas
$401M +$60.3M +18% 24.7% 291% 131 24.43%
SIAG
3871
Safeguard Investment Advisory Group
California
$401M +$32.7M +9% 10.4% 84.3% 157 18.47%
WPIC
3872
White Pine Investment Company
Michigan
$401M +$29.2M +8% 6.93% 66.3% 68 10.29%
RC
3873
Reik & Co
New York
$401M -$29.2M -7% 1.09% 38.6% 56 1.79%
BZWA
3874
Blue Zone Wealth Advisors
California
$400M +$40.5M +11% 8% 78.3% 115 12.17%
GLAM
3875
Gardner Lewis Asset Management
Pennsylvania
$400M -$14.7M -4% 24.6% 240% 102 46.08%