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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)
Solus Alternative Asset Management
4726
Solus Alternative Asset Management
New Jersey
$312M +$32.1M +11% 11.6% 79.3% 9 0% 3.6
American Assets Inc
4727
American Assets Inc
California
$312M +$24M +8% 3.25% 49.9% 29 34.48% 2.5
Pine Harbor Wealth Management
4728
Pine Harbor Wealth Management
Maryland
$312M +$27.5M +10% 5.61% – 113 14.16% 1.3
PAM
4729
Pegasus Asset Management
New York
$312M +$19.8M +7% 8.83% 101% 72 4.17% 5.1
Penobscot Wealth Management
4730
Penobscot Wealth Management
Maine
$312M +$32.3M +12% 6.35% 56.7% 106 11.32% 2.1
OCP
4731
OCO Capital Partners
New York
$311M +$78.4M +34% 66.2% 679% 4 25% 3.3
Pecaut & Co
4732
Pecaut & Co
Iowa
$311M +$10.1M +3% 6.36% 62.8% 86 12.79% 4.1
Financial Life Advisors
4733
Financial Life Advisors
Texas
$311M +$19M +7% 5.65% 47% 49 6.12% 3.4
DA
4734
DCF Advisers
Connecticut
$311M +$95.4M +44% 20.3% 372% 114 42.98% 2
IWN
4735
Independent Wealth Network
Iowa
$311M +$36.3M +13% 7.97% 78.2% 289 12.8% 2.3
FNY Investment Advisers
4736
FNY Investment Advisers
New York
$311M +$75M +32% 23.2% 386% 1,633 57.5% 0.4
Snow Phipps Group
4737
Snow Phipps Group
New York
$311M +$12.5M +4% 6.04% 58% 2 0% 5.5
Wealth Effects
4738
Wealth Effects
Massachusetts
$311M +$43.7M +16% 22.8% 235% 229 15.72% 2.5
Berkeley Inc
4739
Berkeley Inc
Idaho
$311M +$32.3M +12% 5.16% 49.4% 78 7.69% 2.9
360 Financial
4740
360 Financial
Minnesota
$311M -$5.94M -2% 7.97% 82.5% 96 22.92% 2.8
Hoxton Planning & Management
4741
Hoxton Planning & Management
West Virginia
$311M +$21.4M +7% 7.15% 77.8% 229 13.97% 1.7
Cambridge Financial Group (Arizona)
4742
Cambridge Financial Group (Arizona)
Arizona
$311M +$44.3M +17% 7.46% 69.5% 166 18.07% 1.3
Selective Wealth Management
4743
Selective Wealth Management
Virginia
$311M +$36.8M +13% 4.21% 74.4% 111 10.81% 3.3
GoodHaven Capital Management
4744
GoodHaven Capital Management
New Jersey
$311M +$22.8M +8% 8.91% 80.7% 26 0% 5.6
Core Wealth Management
4745
Core Wealth Management
Florida
$311M +$26.9M +10% 5.42% 44.5% 36 19.44% 1.7
Payne Capital Management
4746
Payne Capital Management
New York
$311M +$51M +20% 6.05% – 82 12.2% 0.6
SA
4747
SAM Advisors
California
$310M +$21.1M +7% 6.95% 57.5% 43 6.98% 2.2
Greenfield Seitz Capital Management
4748
Greenfield Seitz Capital Management
Texas
$310M +$27.3M +10% 9.42% 88.5% 115 9.57% 1.4
CIA
4749
Corigliano Investment Advisers
North Carolina
$310M -$7.42M -2% 7.19% – 59 52.54% 0.3
AW
4750
Atlas Wealth
Ohio
$310M +$36M +13% 7.03% 43.5% 121 22.31% 1.7