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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
SCA
4201
St. Clair Advisors
Ohio
$376M -$11.7M -3% 3.27% 64% 84 5.95%
AIM
4202
Access Investment Management
Georgia
$376M +$3.44M +0.9% 1.76% 183 22.95%
JIC
4203
JRM Investment Counsel
Nebraska
$375M +$29.7M +9% 3.28% 61.2% 22 9.09%
DA
4204
DCF Advisers
Connecticut
$375M +$2.31M +0.6% 1.78% 156% 108 32.41%
CIM
4205
CIM Investment Management
Pennsylvania
$375M -$7.14M -2% 0.51% 88.6% 265 12.08%
PA
4206
Prism Advisors
California
$375M -$561K -0.1% 0.4% 49.9% 83 18.07%
KFP
4207
Keystone Financial Planning
Ohio
$374M +$29.6M +9% 8.62% 34.1% 45 13.33%
SPWM
4208
Straight Path Wealth Management
Michigan
$374M +$3.47M +0.9% 1.87% 70.6% 137 11.68%
BTD
4209
BankPlus Trust Department
Mississippi
$374M -$7.95M -2% 0.34% 487 10.06%
RCP
4210
RIT Capital Partners
United Kingdom
$374M -$73.2M -16% 3.47% 75.8% 14 28.57%
AWM
4211
Able Wealth Management
New Jersey
$374M +$57.9M +18% 1.72% 147 29.25%
HPM
4212
Helix Partners Management
New York
$374M +$76.3M +26% 1.58% 16 43.75%
CAG
4213
Compass Advisory Group
New York
$374M +$3.6M +1% 1.05% 43.7% 88 6.82%
OCM
4214
Once Capital Management
New York
$374M -$114M -23% 4.09% 570% 27 33.33%
WBC
4215
West Branch Capital
Massachusetts
$373M -$14.6M -4% 3.02% 139% 437 18.54%
LWMNY
4216
Landmark Wealth Management (New York)
New York
$373M +$112M +43% 0.36% 25.3% 149 41.61%
HPC
4217
Highland Peak Capital
Connecticut
$373M +$69.4M +23% 20.4% 150% 21 52.38%
JC
4218
Joho Capital
New York
$373M -$95.5M -20% 10.4% 72.6% 13 53.85%
FDS
4219
Freedom Day Solutions
Texas
$373M +$4.68M +1% 3.69% 84.6% 104 18.27%
MWM
4220
Mindset Wealth Management
Indiana
$372M -$8.98M -2% 2.03% 198 18.69%
DPCM
4221
Doma Perpetual Capital Management
Florida
$372M +$16.8M +5% 0.54% 14 35.71%
GIP
4222
Gavilan Investment Partners
California
$372M -$44.1M -11% 14.9% 123% 14 7.14%
BOCH
4223
Blue Owl Capital Holdings
New York
$372M +$48.1M +15% 4.2% 113% 99 42.42%
PC
4224
Promethos Capital
Massachusetts
$372M +$5.29M +1% 2.49% 47 10.64%
SAAM
4225
Solus Alternative Asset Management
New Jersey
$372M +$63.1M +20% 28.7% 107% 10 0%