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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
BCP
4651
BDT Capital Partners
Illinois
$314M -$91.2M -22% 25.6% 49.7% 2 0%
LODC
4652
Lanham O'Dell & Company
West Virginia
$314M +$77.2M +33% 5.07% 81% 46 13.04%
CCM
4653
Cutler Capital Management
Massachusetts
$314M +$26.4M +9% 5.05% 34% 128 10.16%
BCM
4654
Boxer Capital Management
California
$314M +$115M +58% 137% 35 45.71%
VC
4655
Veracity Capital
Georgia
$314M +$21.3M +7% 11.6% 140% 267 18.73%
JWM
4656
Jeppson Wealth Management
California
$314M +$24.4M +8% 9.71% 77.2% 227 7.93%
PWM
4657
Purus Wealth Management
California
$313M +$25.3M +9% 10.4% 156% 147 6.8%
SFMG
4658
Sage Financial Management Group
Virginia
$313M +$24.2M +8% 5.29% 47.3% 57 5.26%
PWM
4659
Palumbo Wealth Management
New York
$313M -$9.8M -3% 13.1% 80.7% 235 40%
CCMI
4660
Creative Capital Management Investments
California
$313M +$33.1M +12% 6.24% 50.7% 336 29.17%
NFGCM
4661
Norman Fields Gottscho Capital Management
New York
$313M +$10.7M +4% 5.5% 94% 68 11.76%
SCA
4662
Sandy Cove Advisors
Massachusetts
$313M +$36M +13% 7.54% 78% 142 9.86%
LAM
4663
Lynch Asset Management
Pennsylvania
$313M +$29.1M +10% 11.6% 156% 60 13.33%
JD6
4664
J Digital 6
Illinois
$312M 226% 2
SIC
4665
Sterling Investment Counsel
New York
$312M +$141M +83% 8.37% 82.8% 187 55.61%
SAAM
4666
Solus Alternative Asset Management
New Jersey
$312M +$32.1M +11% 11.6% 107% 9 0%
AAI
4667
American Assets Inc
California
$312M +$24M +8% 3.25% 44.3% 29 34.48%
PHWM
4668
Pine Harbor Wealth Management
Maryland
$312M +$27.5M +10% 5.61% 113 14.16%
PAM
4669
Pegasus Asset Management
New York
$312M +$19.8M +7% 8.83% 82% 72 4.17%
PWM
4670
Penobscot Wealth Management
Maine
$312M +$32.3M +12% 6.35% 50.5% 106 11.32%
OCP
4671
OCO Capital Partners
New York
$311M +$78.4M +34% 66.2% 679% 4 25%
PC
4672
Pecaut & Co
Iowa
$311M +$10.1M +3% 6.36% 65.2% 86 12.79%
FLA
4673
Financial Life Advisors
Texas
$311M +$19M +7% 5.65% 42.7% 49 6.12%
DA
4674
DCF Advisers
Connecticut
$311M +$95.4M +44% 20.3% 156% 114 42.98%
IWN
4675
Independent Wealth Network
Iowa
$311M +$36.3M +13% 7.97% 75.1% 289 12.8%