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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
OFG
4476
Omega Financial Group
California
$231M +$5.4M +2% 4.8% 45.2% 77 16.88%
EM
4477
Excalibur Management
Massachusetts
$231M -$17M -7% 0.3% 81.7% 164 9.15%
FA
4478
FC Advisory
Pennsylvania
$231M -$8.55M -4% 6.23% 42.9% 80 16.25%
WAAG
4479
Wealth Alliance Advisory Group
Kansas
$231M +$531K +0.2% 0.43% 66.9% 177 19.21%
QWM
4480
Quaker Wealth Management
New Jersey
$230M -$4.76M -2% 2.72% 55 14.55%
PAM
4481
Pegasus Asset Management
New York
$230M -$13.6M -6% 4.56% 89% 78 3.85%
HW
4482
Hamilton Wealth
California
$230M +$6.37M +3% 4.77% 108% 95 45.26%
T2I
4483
Turim 21 Investimentos
Brazil
$230M +$877K +0.4% 14.2% 62.1% 135 39.26%
NNPTE
4484
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$230M -$102M -31% 2.31% 1,119% 22 54.55%
WIM
4485
Warwick Investment Management
Texas
$229M +$31.6M +16% 4.72% 64.3% 60 15%
PWP
4486
Personal Wealth Partners
Minnesota
$229M -$13M -5% 4.59% 37.2% 80 12.5%
FCC
4487
Founders Circle Capital
California
$229M -$129M -36% 33.7% 28% 14 14.29%
BA
4488
Bridge Advisory
California
$229M +$7.85M +4% 2.39% 6.7% 108 22.22%
SC
4489
Sagefield Capital
Texas
$229M +$11.7M +5% 39.4% 115% 187 36.9%
CIC
4490
Chase Investment Counsel
Virginia
$229M -$21M -8% 3.7% 350% 147 45.58%
FFG
4491
Fortem Financial Group
California
$228M +$9.2M +4% 0.02% 179% 190 21.58%
DA
4492
DCF Advisers
Connecticut
$228M -$18.3M -7% 2.7% 372% 92 46.74%
AU
4493
Algebris (UK)
United Kingdom
$228M +$3.22M +1% 6.23% 24.5% 42 54.76%
HHMI
4494
Howard Hughes Medical Institute
Maryland
$228M -$27M -11% 8.03% 70.9% 22 9.09%
ACM
4495
Ategra Capital Management
Virginia
$228M -$2.16M -0.9% 1.47% 114% 116 14.66%
LAM
4496
Lapides Asset Management
Connecticut
$228M -$1.29M -0.6% 4.11% 63% 79 29.11%
MA
4497
Modus Advisors
Minnesota
$228M -$6.93M -3% 1.83% 89.5% 102 9.8%
XT
4498
XTX Topco
Cayman Islands
$228M +$51.2M +29% 4.36% 87.3% 1,075 81.12%
AIM
4499
AMI Investment Management
Indiana
$228M -$20.2M -8% 4.6% 47.9% 76 10.53%
HRC
4500
Hoertkorn Richard Charles
$228M -$19.5M -8% 1.38% 172% 83 2.41%