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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
S
4326
SimplyRich
California
$123M +$14.1M +13% 11.5% 98.3% 82 18.29%
RCM
4327
RB Capital Management
Nevada
$123M +$23.5M +24% 12.7% 79.4% 122 13.11%
HS
4328
HighVista Strategies
Massachusetts
$123M +$7.01M +6% 14.8% 622% 163 61.35%
OWA
4329
One Wealth Advisors
California
$122M +$22.1M +22% 12.3% 66% 583 83.7%
OIWM
4330
OptiFour Integrated Wealth Management
Virginia
$122M +$13M +12% 9.25% 51 11.76%
SIAM
4331
Sterling Investment Advisors (Missouri)
Missouri
$122M +$9.94M +9% 8.9% 37.8% 29 6.9%
ICM
4332
IMS Capital Management
Oregon
$122M +$15.5M +15% 16.5% 119% 123 11.38%
PC
4333
Phoenician Capital
New York
$122M +$50M +69% 28.5% 41.1% 21 47.62%
MFGP
4334
Marshall Financial Group (Pennsylvania)
Pennsylvania
$122M +$16.7M +16% 11.7% 65.5% 53 11.32%
IBOK
4335
Independence Bank of Kentucky
Kentucky
$122M +$12.1M +11% 12.4% 80.6% 408 23.04%
SL
4336
SOF Ltd
Cayman Islands
$122M +$9.2M +8% 8.14% 42.3% 1 0%
SWMG
4337
Strategic Wealth Management Group
Maryland
$122M +$17.9M +17% 12.5% 86 15.12%
SFS
4338
Searcy Financial Services
Kansas
$122M +$43.2M +55% 12.3% 58.5% 19 52.63%
FDS
4339
Freedom Day Solutions
Texas
$122M +$26.5M +28% 14.5% 84.6% 87 18.39%
GIM
4340
Growth Interface Management
Florida
$122M +$22.4M +23% 23.4% 12% 9 0%
FF
4341
Fluent Financial
Texas
$122M -$26.4M -18% 11% 42.5% 60 20%
GWAG
4342
Garrett Wealth Advisory Group
Texas
$122M +$12.2M +11% 9.04% 66.1% 52 13.46%
CCC
4343
Cincinnati Casualty Company
Ohio
$122M +$14M +13% 14% 56% 26 7.69%
RHI
4344
Richmond Hill Investments
New York
$122M -$37M -23% 1.07% 55.2% 9 33.33%
JC
4345
Jentner Corp
Ohio
$122M +$12.1M +11% 10.1% 38.9% 36 19.44%
RI
4346
Ridgewood Investments
New Jersey
$122M -$3.74M -3% 9.33% 203 26.11%
RCMU
4347
Rokos Capital Management (UK)
United Kingdom
$122M +$85.1M +234% 20.3% 227% 29 82.76%
HCM
4348
Horiko Capital Management
New York
$121M +$27.2M +29% 16.1% 275% 33 21.21%
PAM
4349
Pegasus Asset Management
New York
$121M +$15.5M +15% 13.5% 89% 68 4.41%
OWA
4350
Outlook Wealth Advisors
Texas
$121M -$98M -45% 11.7% 70% 198 38.89%