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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
SACTSONJ
4176
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$380M +$25M +7% 10.7% 147% 211 5.21%
CWA
4177
CM Wealth Advisors
Ohio
$379M +$39.4M +12% 8.88% 64.7% 90 10%
BAM
4178
BOCHK Asset Management
Hong Kong
$379M +$34.2M +10% 11.2% 100 60%
DWS
4179
Discipline Wealth Solutions
South Carolina
$379M +$118M +45% 6.4% 156 41.67%
CCA
4180
Cadent Capital Advisors
Oklahoma
$379M +$68.2M +22% 10.7% 106% 216 35.65%
NL
4181
Navalign LLC
California
$379M +$16.4M +5% 6.2% 50.7% 123 7.32%
FFM
4182
Flagstone Financial Management
Nebraska
$379M +$30.1M +9% 5.63% 43.9% 63 7.94%
EC
4183
Eleva Capital
France
$379M -$84.9M -18% 29.7% 37 70.27%
SWA
4184
Strata Wealth Advisors
Texas
$379M +$15.9M +4% 6.88% 68.3% 104 27.88%
RCM
4185
Rivermont Capital Management
New York
$379M +$64.9M +21% 24.7% 555% 23 43.48%
LECM
4186
Lead Edge Capital Management
New York
$378M +$17.2M +5% 7.77% 20.2% 9 11.11%
FIM
4187
Freedom Investment Management
Connecticut
$378M -$875M -70% 6.78% 68.5% 739 81.73%
PFM
4188
Peak Financial Management
Massachusetts
$378M +$26.7M +8% 6.62% 51.8% 106 15.09%
SIS
4189
Strategic Investment Solutions
Illinois
$378M +$47.5M +14% 9.4% 680 16.32%
GA
4190
GSG Advisors
New Jersey
$378M +$32.9M +10% 10.8% 88% 129 10.08%
TAA
4191
Turiya Advisors Asia
Hong Kong
$378M +$136M +56% 10.5% 247% 6 66.67%
HFM
4192
Hartford Financial Management
Connecticut
$378M +$11.9M +3% 7.83% 79.6% 352 4.83%
TGP
4193
TMT General Partner
Hong Kong
$378M +$68.4M +22% 37.7% 3 0%
SC
4194
Searle & Co
Connecticut
$377M +$23.5M +7% 6.71% 93.8% 191 7.33%
RPA
4195
Rock Point Advisors
Vermont
$377M +$22.9M +6% 10.9% 82.8% 122 14.75%
PLU
4196
Performa Ltd (US)
South Carolina
$377M +$45.4M +14% 6.16% 55.8% 62 29.03%
KFG
4197
Kelly Financial Group
Connecticut
$377M +$31.4M +9% 5.34% 96 12.5%
RI
4198
Rinkey Investments
California
$377M +$44.1M +13% 5.18% 38.4% 130 26.15%
LSA
4199
Lansing Street Advisors
Pennsylvania
$377M +$41.1M +12% 6.88% 149 14.77%
BA
4200
Bard Associates
Illinois
$377M +$65.7M +21% 23.3% 241% 176 10.8%