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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
MC
4376
Metavasi Capital
New York
$257M +$79.6M +45% 18.6% 840% 42 64.29%
RBFC
4377
Roman Butler Fullerton & Co
Missouri
$257M +$45.1M +21% 11.8% 121% 219 22.37%
HC
4378
Hendley & Co
Ohio
$257M +$8.71M +4% 6.23% 54.8% 55 7.27%
OIS
4379
Okabena Investment Services
Minnesota
$257M +$128M +100% 11.5% 72.4% 144 60.42%
AA
4380
Addison Advisors
Vermont
$257M +$41.8M +19% 9.36% 50.2% 736 11.68%
PWM
4381
Prentice Wealth Management
New York
$257M +$35.2M +16% 8.83% 44.2% 104 8.65%
SCPM
4382
Sea Cliff Partners Management
California
$256M 18.5% 14
ADIM
4383
Alpha DNA Investment Management
Maryland
$256M +$12.2M +5% 14.3% 134% 248 58.06%
ACM
4384
Ariose Capital Management
Hong Kong
$256M +$79.7M +45% 6.66% 1,745% 19 63.16%
PWAC
4385
Private Wealth Advisors (California)
California
$256M +$20M +8% 7.65% 63.6% 86 27.91%
CA
4386
Continental Advisors
Utah
$256M +$68.6M +37% 13.5% 69% 52 9.62%
BCA
4387
Bernzott Capital Advisors
California
$256M -$34.2M -12% 10.4% 46.6% 47 12.77%
APW
4388
Acima Private Wealth
Virginia
$256M +$31.4M +14% 8.63% 45.2% 260 12.69%
AAS
4389
Asset Allocation Strategies
Michigan
$256M +$39.3M +18% 9.61% 52.9% 70 12.86%
FIBT
4390
First International Bank & Trust
North Dakota
$256M -$22.2M -8% 7.37% 38.6% 78 20.51%
AAI
4391
American Assets Inc
California
$256M +$36.5M +17% 16.9% 63.2% 10 0%
EFMC
4392
Empire Financial Management Company
New York
$255M +$26M +11% 9.73% 78.3% 201 12.44%
VC
4393
Vision Capital
Ontario, Canada
$255M -$35.6M -12% 21.6% 19.8% 15 73.33%
FDS
4394
Freedom Day Solutions
Texas
$255M +$27.3M +12% 11.8% 84.6% 101 11.88%
VST
4395
Van Strum & Towne
California
$255M +$18.1M +8% 8.4% 62.2% 100 6%
AM
4396
Atwater Malick
Pennsylvania
$255M +$28M +12% 9.52% 79.1% 72 16.67%
CCG
4397
Cloverfields Capital Group
Minnesota
$255M +$33M +15% 10.9% 101% 105 32.38%
WRTC
4398
Wind River Trust Company
Wyoming
$255M +$22.6M +10% 10.5% 62.1% 9 0%
BPM
4399
Blue Pool Management
Hong Kong
$255M -$279M -52% 0.3% 72.8% 2 50%
FSA
4400
Financial Security Advisor
Virginia
$255M +$37M +17% 9.75% 76.3% 109 18.35%