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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
DIM
3951
Delta Investment Management
California
$231M +$12M +5% 5.04% 65.8% 179 29.05%
BCP
3952
Berkeley Capital Partners
Georgia
$231M -$11.3M -5% 6.08% 62.8% 142 11.97%
CFO
3953
Colony Family Offices
North Carolina
$231M +$10.3M +5% 5.51% 49.6% 81 14.81%
SA
3954
Stewardship Advisors
Pennsylvania
$231M -$7.08M -3% 5.82% 42.6% 49 20.41%
BOCH
3955
Blue Owl Capital Holdings
New York
$231M +$27.3M +13% 11% 145% 39 5.13%
HCM
3956
Harvey Capital Management
Florida
$231M -$25.5M -10% 1.96% 147% 77 2.6%
APP
3957
Alpha Paradigm Partners
Illinois
$230M -$11.7M -5% 2.33% 675 60.44%
AFA
3958
Alta Fundamental Advisers
New York
$230M -$40.4M -15% 2.84% 340% 24 8.33%
BLAM
3959
Bourne Lent Asset Management
New York
$230M -$22M -9% 6.94% 76.1% 61 4.92%
FC
3960
Franchise Capital
Cayman Islands
$230M -$68.9M -23% 3.38% 537% 28 67.86%
FAP
3961
Financial Advisory Partners
Florida
$230M -$12.5M -5% 5.43% 46.7% 68 5.88%
MG
3962
MilWealth Group
Wisconsin
$230M -$2.97M -1% 5.45% 36.8% 72 16.67%
WCA
3963
Waypoint Capital Advisors
Minnesota
$229M +$9.15M +4% 0.53% 50.3% 119 13.45%
PWM
3964
PBMares Wealth Management
Virginia
$229M -$3.9M -2% 3.74% 67.7% 162 11.11%
TM
3965
Tiger Management
New York
$229M +$2.4M +1% 3.55% 23 47.83%
WSC
3966
Wellington Shields & Co
New York
$229M -$183M -44% 5.49% 109% 297 10.44%
HWM
3967
Hemington Wealth Management
Virginia
$229M -$23M -9% 5.4% 76.1% 102 8.82%
SACTSONJ
3968
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$229M -$21.1M -8% 4.47% 147% 219 2.28%
TGI
3969
TRV GP III
Massachusetts
$229M -$15.5M -6% 64.7% 170% 7 14.29%
LWAM
3970
Legacy Wealth Asset Management
Minnesota
$229M -$17.8M -7% 6.68% 102% 382 32.98%
CPIA
3971
Cornell Pochily Investment Advisors
New York
$229M +$4.38M +2% 5.47% 83.7% 168 4.76%
PCM
3972
Princeton Capital Management
New Jersey
$228M -$29.5M -11% 6.43% 180% 100 14%
AWAM
3973
Appian Way Asset Management
New York
$228M -$16.8M -7% 5.41% 49.4% 40 62.5%
NC
3974
Nokomis Capital
Texas
$228M -$20.4M -8% 1.81% 145% 76 22.37%
OL
3975
Optas LLC
Texas
$228M -$16.4M -7% 6.38% 118% 146 11.64%