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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)
PCG
5551
PFC Capital Group
California
$216M +$17.7M +9% 12.1% – 88 9.09% 1.2
Bond Capital Management
5552
Bond Capital Management
California
$216M +$30.2M +16% 16.6% 47.5% 5 0% 3.3
BancFirst Trust & Investment Management
5553
BancFirst Trust & Investment Management
Oklahoma
$216M +$15.2M +8% 6.6% 44.9% 45 24.44% 2.1
Bernard Wealth Management
5554
Bernard Wealth Management
Michigan
$216M +$11M +5% 14.7% – 408 27.21% 0.5
DA
5555
DCF Advisers
Connecticut
$216M +$6.9M +3% 14% 372% 92 16.3% 2.1
Tejara Capital
5556
Tejara Capital
United Kingdom
$216M -$43.5M -17% 2.24% 17.3% 88 35.23% 0.9
Independent Family Office
5557
Independent Family Office
New York
$216M +$25.6M +13% 9.07% 68.4% 77 9.09% 3.3
Physician Wealth Solutions
5558
Physician Wealth Solutions
Nevada
$216M +$16.6M +8% 6.4% 43.6% 45 8.89% 1.3
Merck & Co
5559
Merck & Co
New Jersey
$216M +$51.3M +31% 45.2% – 13 7.69% 0.5
Strategic Financial Partners
5560
Strategic Financial Partners
Oregon
$215M +$25.5M +13% 8.31% 54.8% 80 16.25% 3.6
Financial Avengers
5561
Financial Avengers
California
$215M +$18M +9% 12.9% 108% 150 7.33% 3.6
ECP ControlCo
5562
ECP ControlCo
New Jersey
$215M -$27.5M -11% 11.3% 42.5% 4 0% 2.6
Tumwater Wealth Management
5563
Tumwater Wealth Management
Idaho
$215M +$23.5M +12% 8.19% – 38 18.42% 0.4
Nova R Wealth
5564
Nova R Wealth
Kansas
$215M +$13.2M +7% 6.91% 60.7% 85 12.94% 2.4
Anchor Capital Management Group
5565
Anchor Capital Management Group
California
$215M -$2.18M -1% 13.3% – 19 5.26% 0.5
Pelham Capital
5566
Pelham Capital
United Kingdom
$215M +$24.6M +13% 20.9% 135% 16 12.5% 1
Spectrum Wealth Advisory Group
5567
Spectrum Wealth Advisory Group
California
$215M +$6.56M +3% 9.24% 67.9% 63 11.11% 2.4
Robbins Farley
5568
Robbins Farley
New Hampshire
$215M +$26.4M +14% 15.5% 106% 174 12.07% 2.4
Kinloch Capital
5569
Kinloch Capital
Virginia
$215M +$5.78M +3% 3.22% 63.4% 81 11.11% 3.2
Monarch Alternative Capital
5570
Monarch Alternative Capital
New York
$215M -$1.09B -83% 21.6% 497% 7 57.14% 0.8
Porter White Investment Advisors
5571
Porter White Investment Advisors
Alabama
$215M +$12.6M +6% 6.6% 58% 37 8.11% 1.9
Mirabaud Asset Management
5572
Mirabaud Asset Management
United Kingdom
$215M +$23.5M +12% 16.2% – 45 15.56% 1.3
Mainsail Financial Group
5573
Mainsail Financial Group
Washington
$215M +$38.2M +22% 7.69% 61.9% 60 20% 1.8
CC
5574
Checkpoint Capital
California
$215M +$32.3M +18% 3.78% – 14 42.86% 0.7
Master's Wealth Management
5575
Master's Wealth Management
Pennsylvania
$214M +$23.8M +12% 6.72% – 51 33.33% 0.4