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
OWA
2751
One Wealth Advisors
California
$575M +$55.3M +11% 262
CA
2752
Claro Advisors
Massachusetts
$575M +$114M +25% 440
IIC
2753
Ironwood Investment Counsel
Arizona
$573M +$38.4M +7% 264
OQS
2754
Occudo Quantitative Strategies
Florida
$572M -$164M -22% 1,089
SCM
2755
Sarissa Capital Management
Connecticut
$572M -$77.3M -12% 10
IL
2756
Investure LLC
Virginia
$571M -$179M -24% 16
OAM
2757
Ophir Asset Management
Australia
$571M +$67.2M +13% 42
RZH
2758
Relyea Zuckerberg Hanson
Connecticut
$571M +$58.2M +11% 244
TAM
2759
Titleist Asset Management
Texas
$571M +$31.1M +6% 269
KWMG
2760
King Wealth Management Group
Florida
$570M +$52.9M +10% 151
GA
2761
Gateway Advisory
New Jersey
$570M +$49.2M +9% 143
NAMM
2762
NorthStar Asset Management (Massachusetts)
Massachusetts
$570M +$224M +65% 59
MSWMA
2763
Market Street Wealth Management Advisors
Indiana
$570M +$91.6M +19% 97
MGM
2764
Manchester Global Management
United Kingdom
$569M +$262M +85% 22
CPA
2765
Capital Planning Advisors
California
$569M +$40.5M +8% 144
FIG
2766
Fortress Investment Group
New York
$569M -$270M -32% 18
TFO
2767
Tarbox Family Office
California
$569M +$54.7M +11% 106
NEPWA
2768
New England Private Wealth Advisors
Massachusetts
$569M +$27.1M +5% 136
AFG
2769
Arkansas Financial Group
Arkansas
$568M +$27.3M +5% 70
HIC
2770
Hartline Investment Corp
Illinois
$568M -$50.6M -8% 457
BCA
2771
Bay Colony Advisors
Massachusetts
$568M +$58.4M +11% 445
ARAM
2772
Ardmore Road Asset Management
New York
$568M +$128M +29% 48
CCM
2773
Cohen Capital Management
California
$567M +$42.2M +8% 140
FAG
2774
Financial Advisory Group
Texas
$567M +$39.5M +7% 93
FTIS
2775
First Trust Investment Solutions
Florida
$567M +$86.6M +18% 277