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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
OPAM
5051
Olympus Peak Asset Management
Connecticut
$235M -$37.4M -14% 13.4% 1 0%
LWA
5052
Lowe Wealth Advisors
Maryland
$235M +$708K +0.3% 0.13% 63.3% 390 12.31%
PWM
5053
Purus Wealth Management
California
$235M -$17.6M -7% 5.39% 156% 125 6.4%
WFA
5054
WMG Financial Advisors
Tennessee
$235M +$2.82M +1% 2.58% 68% 185 15.14%
RGC
5055
Regents Gate Capital
United Kingdom
$235M -$17.1M -7% 8.55% 70 68.57%
SHA
5056
Seneca House Advisors
Virginia
$235M -$17.4M -7% 1.94% 58.2% 92 5.43%
TCB
5057
Texas Capital Bancshares
Texas
$235M -$13.6M -5% 5.31% 175% 80 8.75%
AA
5058
Alta Advisers
United Kingdom
$235M +$76.5M +48% 2.79% 114% 229 33.19%
IRM
5059
Income Research & Management
Massachusetts
$235M +$25.2M +12% 0.01% 0.7% 29 20.69%
DS
5060
Dalal Street
Texas
$235M -$18.6M -7% 19.6% 92.7% 5 60%
PCM
5061
Payne Capital Management
New York
$235M +$2.77M +1% 0.67% 74 10.81%
DMC
5062
DSC Meridian Capital
New York
$234M -$38.9M -14% 5.19% 17 52.94%
SN
5063
Sittner & Nelson
Oregon
$234M +$3.66M +2% 0.04% 88.1% 522 10.15%
BBWP
5064
Beacon Bridge Wealth Partners
Pennsylvania
$234M -$1.09M -0.5% 2.02% 52% 89 5.62%
HWM
5065
Hassell Wealth Management
Louisiana
$234M -$13.8M -6% 0.9% 46.3% 26 3.85%
HCM
5066
Hutner Capital Management
Vermont
$234M +$27.3M +13% 10.7% 52.2% 48 6.25%
BIM
5067
Breakwater Investment Management
Washington
$234M -$1.09M -0.5% 0.88% 318 4.09%
OAP
5068
One Advisory Partners
Kansas
$234M +$8.84M +4% 1.46% 54.2% 51 17.65%
CL
5069
COWA LLC
Oklahoma
$234M +$17.1M +8% 2.21% 65.5% 131 13.74%
AFG
5070
American Financial Group
Ohio
$234M +$14.4M +7% 4.38% 32.5% 62 1.61%
T
5071
TOBAM
France
$234M -$93.7M -29% 0.57% 56% 338 31.36%
1M
5072
1248 Management
Missouri
$234M +$1.82M +0.8% 6.48% 172 59.3%
PD
5073
Planning Directions
Pennsylvania
$234M +$61.6M +36% 0.36% 46.3% 119 36.97%
APIM
5074
Agate Pass Investment Management
Washington
$234M +$12.6M +6% 0.65% 68% 111 7.21%
AFC
5075
Adaptive Financial Consulting
Ohio
$234M -$7.58M -3% 0.34% 33.4% 21 4.76%