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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
DS
4801
Dalal Street
Texas
$233M +$17.1M +8% 7.56% 155% 4 0%
WMR
4802
Wealth Management Resources
Rhode Island
$233M +$1.38M +0.6% 0.12% 36.5% 40 17.5%
CCM
4803
Campbell Capital Management
Florida
$233M +$5.84M +3% 7.02% 65 47.69%
FFG
4804
Fortem Financial Group
California
$233M +$4.76M +2% 3.33% 179% 175 9.71%
BIG
4805
Brooklyn Investment Group
New York
$232M $0 0% 4.8% 229 0%
GBI
4806
GP Brinson Investments
Illinois
$232M -$1.69M -0.7% 1.96% 45.5% 16 6.25%
TPC
4807
Takeda Pharmaceutical Company
Japan
$232M -$56.7M -20% 3.47% 15 13.33%
C1AG
4808
Client 1st Advisory Group
Florida
$232M +$9.59M +4% 1.81% 57.4% 119 10.08%
HIC
4809
Harbor Island Capital
Massachusetts
$232M +$13.9M +6% 6.55% 231% 15 0%
NOI
4810
Newton One Investments
Delaware
$232M +$4.56M +2% 0.31% 38.7% 116 2.59%
RFP
4811
Roth Financial Partners
Texas
$232M +$6.03M +3% 1.04% 54.3% 32 6.25%
GWM
4812
Gray Wealth Management
Maine
$232M +$7.83M +3% 2.84% 22.1% 138 5.07%
MPAM
4813
Murphy Pohlad Asset Management
Minnesota
$232M -$23.7M -9% 3.97% 75.1% 123 10.57%
TSS
4814
Thomas Story & Son
Indiana
$232M -$5.15M -2% 1.23% 91.8% 54 5.56%
VP
4815
venBio Partners
California
$232M -$50.4M -18% 23.4% 648% 6 16.67%
BTWM
4816
Brass Tax Wealth Management
Ohio
$231M +$39.6M +21% 2.5% 143 23.78%
HS
4817
Horan Securities
United States
$231M +$19.4M +9% 2.16% 50.1% 129 16.28%
CFG
4818
Clayton Financial Group
Missouri
$231M +$11.4M +5% 0.77% 107 2.8%
AWA
4819
ARQ Wealth Advisors
Arizona
$231M +$863K +0.4% 1.75% 53.3% 88 7.95%
EAM
4820
Eukles Asset Management
Ohio
$231M +$1.13M +0.5% 2.23% 69.7% 236 2.12%
ACM
4821
Aisling Capital Management
New York
$231M -$64.4M -22% 19.1% 701% 16 6.25%
PI
4822
Point72 Italy
Italy
$231M -$12.7M -5% 15.5% 33 57.58%
BO
4823
Bank OZK
Arkansas
$231M +$7.57M +3% 4.95% 81.7% 157 10.83%
LW
4824
Libra Wealth
California
$231M +$2.78M +1% 2.51% 49.3% 58 13.79%
PWMG
4825
Private Wealth Management Group
New Jersey
$231M +$10.1M +5% 0.07% 1,631 16.31%