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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
SHCM
5201
Silver Heights Capital Management
Ontario, Canada
$260M +$8.15M +3% 26.8% 6.93% 5 20%
BOC
5202
Bull Oak Capital
California
$260M +$15.4M +6% 2.02% 41 19.51%
HIA
5203
HFM Investment Advisors
New Jersey
$260M +$4.23M +2% 0.16% 1,320 11.67%
ROC
5204
Robertson Opportunity Capital
Texas
$260M -$15.6M -6% 1.54% 93.4% 30 13.33%
BAM
5205
Bayview Asset Management
Florida
$260M -$173M -40% 5.05% 57.6% 96 63.54%
MWA
5206
Miller Wealth Advisors
Colorado
$260M -$10.9M -4% 0.32% 180% 140 19.29%
KC
5207
Kaleidoscope Capital
Massachusetts
$260M -$2.06M -0.8% 18.7% 15 26.67%
SC
5208
Sawyer & Company
Massachusetts
$260M -$22.9M -8% 4.01% 97.4% 218 15.14%
BOC
5209
Barbara Oil Co
Illinois
$259M -$9.9M -4% 3.27% 56.4% 78 14.1%
JFG
5210
JDM Financial Group
Texas
$259M +$1.77M +0.7% 1.23% 51.5% 321 23.68%
FC
5211
Financial Council
Maryland
$259M +$8.72M +3% 2.71% 63.8% 107 11.21%
PW
5212
Potentia Wealth
California
$259M -$13.9M -5% 2.73% 97 11.34%
BFA
5213
Bluestem Financial Advisors
Illinois
$259M +$73.4K +0% 1.03% 39.5% 34 14.71%
QP
5214
Quartz Partners
New York
$259M -$9.92M -4% 4.01% 192 25%
CC
5215
Colrain Capital
Massachusetts
$259M +$76.7M +42% 12.7% 27 22.22%
NAM
5216
NewGen Asset Management
Ontario, Canada
$259M +$96.6M +60% 0.27% 391% 42 73.81%
CCAM
5217
Codex Capital Asset Management
Texas
$259M -$16.6M -6% 5.3% 33 18.18%
HCM
5218
HMS Capital Management
Tennessee
$259M +$16.8M +7% 0.95% 130% 121 21.49%
BFP
5219
Beacon Financial Planning
Massachusetts
$258M +$50.8M +25% 1.68% 58.7% 76 32.89%
GWM
5220
Glass Wealth Management
Texas
$258M +$14.3M +6% 5.84% 68 17.65%
MCA
5221
Mendon Capital Advisors
Florida
$258M -$79.7M -24% 1.12% 74 40.54%
OFS
5222
OMC Financial Services
New York
$258M -$10.4M -4% 3.02% 66 3.03%
SI
5223
Stash Investments
New York
$258M +$8.43M +3% 1.55% 5 0%
T
5224
TrustBank
Illinois
$258M +$18.1M +8% 1.52% 166 23.49%
AWMT
5225
AAFMAA Wealth Management & Trust
North Carolina
$258M +$2.64M +1% 1.84% 58.8% 103 24.27%