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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 Time
Held (Qtrs)
AB
6576
Aozora Bank
Japan
$199M +$155M +355% 0.07% 5.45% 1 0% 15
HHCP
6577
Hilton Head Capital Partners
South Carolina
$198M +$21.2M +12% 18.3% – 1,037 16.68% 1.8
AI
6578
Arrien Investments
Idaho
$198M +$13.9M +8% 7.12% 42.7% 48 12.5% 8.5
WAM
6579
Walker Asset Management
Missouri
$198M +$13.3M +7% 13.7% 75.9% 157 10.83% 11.1
OA
6580
Oceanside Advisors
South Carolina
$198M +$22.9M +13% 9.5% – 57 7.02% 7.9
OFO
6581
OneAscent Family Office
Alabama
$198M +$55M +38% 18.5% – 271 40.59% 2.6
FFA
6582
Frazier Financial Advisors
Ohio
$198M +$17.4M +10% 14.5% – 859 30.62% 7.5
PCMM
6583
Piedmont Capital Management (Montana)
Montana
$198M +$1.4M +0.7% 14.3% 94% 60 20% 10.8
S
6584
Steadtrust
Texas
$198M +$21.4M +12% 28.7% – 140 17.86% 3
CW
6585
Cornerstone Wealth
Tennessee
$198M +$20M +11% 9.47% – 107 14.95% 0.9
ACM
6586
Alamar Capital Management
California
$198M +$34M +21% 55.7% – 91 10.99% 9.7
DAM
6587
Draper Asset Management
New York
$198M +$21.8M +12% 13.9% 187% 26 34.62% 9.9
VWWMG
6588
Vermillion & White Wealth Management Group
Pennsylvania
$198M +$24.1M +14% 11.5% – 71 11.27% 7
IW
6589
Instrumental Wealth
Florida
$198M +$34.8M +21% 16.1% 34.2% 94 27.66% 5.7
PFS
6590
Prospect Financial Services
New York
$197M +$33.6M +21% 17.3% – 119 15.97% 6.4
PNC
6591
Point Nemo Capital
Texas
$197M +$45.6M +30% 17.6% – 210 67.62% 0.5
LC
6592
LRZ Capital
Florida
$197M -$2.42M -1% 8.37% – 18 11.11% 1.7
JHA
6593
Jackson Hill Advisors
Texas
$197M +$3.95M +2% 3.04% 61.2% 14 14.29% 10.9
AIA
6594
Affinity Investment Advisors
California
$197M +$37.3M +23% 40.4% 189% 162 29.01% 14.1
OAS
6595
Optivise Advisory Services
Tennessee
$197M +$31.8M +19% 15.5% – 243 30.86% 4.2
UFPG
6596
United Financial Planning Group
New York
$197M +$27.8M +16% 12.2% – 546 30.22% 1.7
HVCM
6597
HG Vora Capital Management
New York
$197M +$6.02M +3% 27.8% 42.6% 7 28.57% 9
BAM
6598
Bullseye Asset Management
Colorado
$197M +$24M +14% 24% 81% 61 11.48% 13.7
TM
6599
Torren Management
California
$197M -$4.15M -2% 13.7% – 987 4.36% 2
RM
6600
Radcliff Management
New York
$197M -$23.2M -11% 10.6% 47.6% 1 0% 18