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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)
Bain Capital Credit
4876
Bain Capital Credit
Massachusetts
$303M -$79.3M -21% 6.95% 14.4% 6 0% 3
Brick & Kyle Associates
4877
Brick & Kyle Associates
Pennsylvania
$303M +$20.8M +7% 0.84% 116% 101 45.54% 3.2
Slagle Financial
4878
Slagle Financial
Illinois
$303M +$16.3M +6% 3.55% 77.9% 129 14.73% 1.8
Arrowroot Family Office
4879
Arrowroot Family Office
California
$302M +$27.6M +10% 0.44% – 163 18.4% 1.9
L.K. Benson & Company
4880
L.K. Benson & Company
Maryland
$302M +$103M +52% 4.56% – 115 4.35% 1.1
Norman Fields Gottscho Capital Management
4881
Norman Fields Gottscho Capital Management
New York
$302M -$7.8M -3% 0.59% 96.9% 67 11.94% 6
OneAscent Wealth Management
4882
OneAscent Wealth Management
Alabama
$302M +$2.02M +0.7% 1.11% 50.6% 180 18.33% 1.7
Wealth Advisors of Tampa Bay
4883
Wealth Advisors of Tampa Bay
Florida
$302M +$12.6M +4% 3.44% 86.2% 97 9.28% 4
American Financial Group Inc 401(K) Retirement & Savings Plan
4884
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$302M -$24.6M -8% 6.56% 17.8% 1 0% 12.8
Cora Capital Advisors
4885
Cora Capital Advisors
New Jersey
$302M +$45.3M +18% 2.91% 80.3% 149 19.46% 1.9
Greenbush Financial Group
4886
Greenbush Financial Group
New York
$302M +$7.96M +3% 2.3% – 36 5.56% 1.1
Wheelhouse Advisory Group
4887
Wheelhouse Advisory Group
Missouri
$302M +$38.9M +15% 3.28% 67.9% 54 14.81% 1.6
DHJJ Financial Advisors
4888
DHJJ Financial Advisors
Illinois
$302M +$671K +0.2% 0.87% 62.5% 1,095 6.39% 2.2
GR Financial Group
4889
GR Financial Group
Arizona
$301M -$144M -32% 2.27% 75.4% 31 38.71% 1.8
Precision Wealth Strategies
4890
Precision Wealth Strategies
Missouri
$301M -$7.24M -2% 1.02% 106% 187 31.02% 1
Tred Avon Family Wealth
4891
Tred Avon Family Wealth
Maryland
$301M -$6.08M -2% 0.4% – 275 11.64% 0.4
Charles-Lim Capital
4892
Charles-Lim Capital
Hong Kong
$301M -$67.3M -18% 23.5% 4.44% 8 50% 4.2
Pacifica Partners
4893
Pacifica Partners
Canada
$301M +$76.1M +34% 6.15% 127% 488 18.65% 3.5
Matthew 25 Management Corp
4894
Matthew 25 Management Corp
Pennsylvania
$301M -$25.9M -8% 4.34% 141% 23 21.74% 5.5
USAdvisors Wealth Management
4895
USAdvisors Wealth Management
Minnesota
$301M -$2.46M -0.8% 0.84% 59.6% 144 10.42% 3
Absolute Capital Management
4896
Absolute Capital Management
Pennsylvania
$301M +$26.5M +10% 0.84% 98.2% 160 25.63% 1.4
Game Creek Capital
4897
Game Creek Capital
Massachusetts
$301M -$2M -0.7% 6.06% 176% 108 28.7% 3.1
CIA
4898
Cape Investment Advisory
Georgia
$301M -$24.5M -8% 1.37% 72.5% 1,312 83% 2.2
United Bank (Georgia)
4899
United Bank (Georgia)
Georgia
$301M +$5.71M +2% 0.17% 93.7% 130 9.23% 4.9
Vista Investment Management
4900
Vista Investment Management
Pennsylvania
$301M -$2.45M -0.8% 0.1% 54.4% 180 3.33% 5.5