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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 Avg Holding
Period (Yrs)
SimplyRich
4326
SimplyRich
California
$123M +$14.1M +13% 11.5% 98.3% 82 18.29% 1.1
RB Capital Management
4327
RB Capital Management
Nevada
$123M +$23.5M +24% 12.7% 79.4% 122 13.11% 1.7
HighVista Strategies
4328
HighVista Strategies
Massachusetts
$123M +$7.01M +6% 14.8% 622% 163 61.35% 0.6
One Wealth Advisors
4329
One Wealth Advisors
California
$122M +$22.1M +22% 12.3% 66% 583 83.7% 0.2
OptiFour Integrated Wealth Management
4330
OptiFour Integrated Wealth Management
Virginia
$122M +$13M +12% 9.25% – 51 11.76% 1.1
Sterling Investment Advisors (Missouri)
4331
Sterling Investment Advisors (Missouri)
Missouri
$122M +$9.9M +9% 8.9% 37.8% 29 6.9% 3.6
IMS Capital Management
4332
IMS Capital Management
Oregon
$122M +$15.5M +15% 16.5% 119% 123 11.38% 3.2
Phoenician Capital
4333
Phoenician Capital
New York
$122M +$50M +69% 28.5% 41.1% 21 47.62% 0.2
MFGP
4334
Marshall Financial Group (Pennsylvania)
Pennsylvania
$122M +$16.7M +16% 11.7% 65.5% 53 11.32% 0.2
IBOK
4335
Independence Bank of Kentucky
Kentucky
$122M +$12.1M +11% 12.4% 94.3% 408 23.04% 1
SL
4336
SOF Ltd
Cayman Islands
$122M +$9.2M +8% 8.14% 42.3% 1 0% 2.3
SWMG
4337
Strategic Wealth Management Group
Maryland
$122M +$17.9M +17% 12.5% – 86 15.12% 0.2
Searcy Financial Services
4338
Searcy Financial Services
Kansas
$122M +$43.2M +55% 12.3% 60.2% 19 52.63% 0.2
Freedom Day Solutions
4339
Freedom Day Solutions
Texas
$122M +$26.5M +28% 14.5% 86.6% 87 18.39% 0.9
Growth Interface Management
4340
Growth Interface Management
Florida
$122M +$22.4M +23% 23.4% 12% 9 0% 0.3
Fluent Financial
4341
Fluent Financial
Texas
$122M -$26.4M -18% 11% 46.9% 60 20% 0.8
Garrett Wealth Advisory Group
4342
Garrett Wealth Advisory Group
Texas
$122M +$12.2M +11% 9.04% 74.6% 52 13.46% 0.2
Cincinnati Casualty Company
4343
Cincinnati Casualty Company
Ohio
$122M +$14M +13% 14% 56% 26 7.69% 4.1
Richmond Hill Investments
4344
Richmond Hill Investments
New York
$122M -$37M -23% 1.07% 55.2% 9 33.33% 3
Diametric Capital
4345
Diametric Capital
Massachusetts
$122M -$11.6M -9% 14.4% 175% 143 58.74% 0.4
Jentner Corp
4346
Jentner Corp
Ohio
$122M +$12.1M +11% 10.1% 38.9% 36 19.44% 1.6
Ridgewood Investments
4347
Ridgewood Investments
New Jersey
$122M -$3.74M -3% 9.33% – 203 26.11% 1.5
Rokos Capital Management (UK)
4348
Rokos Capital Management (UK)
United Kingdom
$122M +$85.1M +234% 20.3% 227% 29 82.76% 0.1
Horiko Capital Management
4349
Horiko Capital Management
New York
$121M +$27.2M +29% 16.1% 275% 33 21.21% 0.2
PAM
4350
Pegasus Asset Management
New York
$121M +$15.5M +15% 13.5% 89% 68 4.41% 1.1