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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
OPWM
4701
Oakwell Private Wealth Management
Texas
$201M +$16M +9% 63
ATIA
4702
American Trust Investment Advisors
New Hampshire
$201M +$23.2M +13% 97
GGI
4703
GPM Growth Investors
Michigan
$201M +$11.2M +6% 41
GWM
4704
Gray Wealth Management
Maine
$201M +$22M +12% 133
CFGF
4705
Compass Financial Group (Florida)
Florida
$201M +$18.4M +10% 31
GSC
4706
G&S Capital
Colorado
$201M +$18.9M +10% 124
MCM
4707
Mason Capital Management
New York
$200M -$15.6M -7% 40
SW
4708
StrongBox Wealth
Missouri
$200M +$21.9M +12% 106
BLC
4709
Brown, Lisle/Cummings
Rhode Island
$200M 452
SFSG
4710
Sound Financial Strategies Group
Mississippi
$200M +$801K +0.4% 86
AU
4711
Algebris (UK)
United Kingdom
$200M +$29.3M +17% 39
AP
4712
Agilis Partners
Massachusetts
$200M -$1.29M -0.6% 28
NEGWA
4713
New England Guild Wealth Advisors
Connecticut
$200M +$11M +6% 72
WMRU
4714
William Marsh Rice University
Texas
$200M -$41.2M -17% 10
KFI
4715
Key Financial Inc
Pennsylvania
$200M +$22.9M +13% 1,024
GCC
4716
Game Creek Capital
Massachusetts
$200M +$11M +6% 70
HSCU
4717
Half Sky Capital (UK)
United Kingdom
$200M -$70.4M -26% 7
RHAM
4718
Round Hill Asset Management
California
$199M +$125K +0.1% 58
BC
4719
Beaconlight Capital
New York
$199M +$1.95M +1% 48
TC
4720
Truvestments Capital
Florida
$199M +$17.9M +10% 680
HZ
4721
Hixon Zuercher
Ohio
$199M +$28M +16% 63
XSC
4722
X-Square Capital
Puerto Rico
$199M +$5.57M +3% 162
RW
4723
Rede Wealth
Virginia
$199M +$11.3M +6% 112
MWP
4724
Madison Wealth Partners
Wisconsin
$199M +$21.6M +12% 79
CL
4725
COWA LLC
Oklahoma
$199M +$24M +14% 152