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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)
PCM
4326
Puissance Capital Management
New York
$123M +$35.3M +40% 58.9% 116% 7 14.29% 1
S
4327
SimplyRich
California
$123M +$14.1M +13% 11.5% 98.3% 82 18.29% 1.1
RCM
4328
RB Capital Management
Nevada
$123M +$23.5M +24% 12.7% 79.4% 122 13.11% 1.7
HS
4329
HighVista Strategies
Massachusetts
$123M +$7.01M +6% 14.8% 622% 163 61.35% 0.6
OWA
4330
One Wealth Advisors
California
$122M +$22.1M +22% 12.3% 66% 583 83.7% 0.2
OIWM
4331
OptiFour Integrated Wealth Management
Virginia
$122M +$13M +12% 9.25% – 51 11.76% 1.1
SIAM
4332
Sterling Investment Advisors (Missouri)
Missouri
$122M +$9.94M +9% 8.9% 37.8% 29 6.9% 3.6
ICM
4333
IMS Capital Management
Oregon
$122M +$15.5M +15% 16.5% 119% 123 11.38% 3.2
PC
4334
Phoenician Capital
New York
$122M +$50M +69% 28.5% 41.1% 21 47.62% 0.2
MFGP
4335
Marshall Financial Group (Pennsylvania)
Pennsylvania
$122M +$16.7M +16% 11.7% 65.5% 53 11.32% 0.2
IBOK
4336
Independence Bank of Kentucky
Kentucky
$122M +$12.1M +11% 12.4% 80.6% 408 23.04% 1
SL
4337
SOF Ltd
Cayman Islands
$122M +$9.2M +8% 8.14% 42.3% 1 0% 2.3
SWMG
4338
Strategic Wealth Management Group
Maryland
$122M +$17.9M +17% 12.5% – 86 15.12% 0.2
SFS
4339
Searcy Financial Services
Kansas
$122M +$43.2M +55% 12.3% 60.2% 19 52.63% 0.2
FDS
4340
Freedom Day Solutions
Texas
$122M +$26.5M +28% 14.5% 84.6% 87 18.39% 0.9
GIM
4341
Growth Interface Management
Florida
$122M +$22.4M +23% 23.4% 12% 9 0% 0.3
FF
4342
Fluent Financial
Texas
$122M -$26.4M -18% 11% 46.9% 60 20% 0.8
GWAG
4343
Garrett Wealth Advisory Group
Texas
$122M +$12.2M +11% 9.04% 66.1% 52 13.46% 0.2
CCC
4344
Cincinnati Casualty Company
Ohio
$122M +$14M +13% 14% 56% 26 7.69% 4.1
RHI
4345
Richmond Hill Investments
New York
$122M -$37M -23% 1.07% 55.2% 9 33.33% 3
JC
4346
Jentner Corp
Ohio
$122M +$12.1M +11% 10.1% 38.9% 36 19.44% 1.6
RI
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
HCM
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