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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)
BC
4626
Bruce & Co
Illinois
$323M +$14.5M +5% 13.1% 94.5% 40 2.5% 6.6
CVA
4627
Central Valley Advisors
California
$323M +$29.1M +10% 6.93% 77.8% 149 11.41% 1.1
Comprehensive Financial Consultants Institutional
4628
Comprehensive Financial Consultants Institutional
Indiana
$323M +$18M +6% 5.71% 78% 192 8.85% 2.4
Keystone Financial Services (Colorado)
4629
Keystone Financial Services (Colorado)
Colorado
$323M +$28.7M +10% 7.25% 66% 131 13.74% 1.9
AFS
4630
Aft Forsyth & Sober
Florida
$323M +$25.7M +9% 9.86% 94.6% 65 18.46% 4.5
Punch Card Management
4631
Punch Card Management
Florida
$322M +$12.5M +4% 1.09% 41% 7 28.57% 2.3
Centerpoint Advisors
4632
Centerpoint Advisors
Massachusetts
$322M +$27.5M +9% 8.96% 74.2% 472 13.35% 3.4
TM
4633
TigerOak Management
New Mexico
$322M +$30.4M +10% 10.7% – 121 8.26% 0.7
Blue Owl Capital Holdings
4634
Blue Owl Capital Holdings
New York
$322M +$12.3M +4% 27.7% 145% 80 20% 0.9
Lightspeed Management Company
4635
Lightspeed Management Company
California
$322M +$83.2M +35% 10.3% – 8 50% 0.4
Congress Park Capital
4636
Congress Park Capital
New York
$322M +$16.7M +5% 5.89% 99.9% 135 19.26% 3.7
VSM Wealth Advisory
4637
VSM Wealth Advisory
Maryland
$322M +$18.8M +6% 6.64% – 519 15.41% 0.7
Hobbs Group Advisors
4638
Hobbs Group Advisors
South Carolina
$321M +$28.8M +10% 6.47% – 165 15.15% 1.2
CAGAS
4639
Capital Advisory Group Advisory Services
Minnesota
$321M +$43.1M +16% 7% 54.8% 186 10.22% 2.6
Oldfather Financial Services
4640
Oldfather Financial Services
Nebraska
$321M +$30.2M +10% 7.71% 60.8% 92 8.7% 3.4
Denver PWM
4641
Denver PWM
Colorado
$321M +$81.6K +0% 4.48% 48.6% 78 0% 2.8
First National Bank Sioux Falls
4642
First National Bank Sioux Falls
South Dakota
$321M +$48.2M +18% 6.84% 70.3% 141 7.09% 4.7
Ceera Investments
4643
Ceera Investments
Texas
$321M -$5.98M -2% 0.39% 56.1% 117 10.26% 2.2
Oldfield Partners
4644
Oldfield Partners
United Kingdom
$320M +$29.2M +10% 1.03% 98% 20 5% 4.5
X-Square Capital
4645
X-Square Capital
Puerto Rico
$320M +$42.1M +15% 10.8% 158% 173 13.87% 3.3
EE
4646
EWG Elevate
California
$320M -$4.57M -1% 7.79% 76% 170 46.47% 1.9
SC
4647
Slotnik Capital
Texas
$320M +$57.5M +22% 13.2% – 42 85.71% 0.2
FIFTHDELTA
4648
FIFTHDELTA
United Kingdom
$320M +$9.47M +3% 8.61% 16.6% 10 60% 1.2
Pure Portfolios Holdings
4649
Pure Portfolios Holdings
Oregon
$320M +$24.7M +8% 7.92% – 107 8.41% 0.9
JCIC Asset Management
4650
JCIC Asset Management
Ontario, Canada
$320M – – 12.4% – 111 – 4.2