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
CWP
2801
Curated Wealth Partners
California
$444M +$32.2M +8% 142
OWA
2802
Octavia Wealth Advisors
Ohio
$444M +$38.8M +10% 198
YDMI
2803
Y.D. More Investments
Israel
$444M +$31M +8% 438
JPMIA
2804
J.P. Marvel Investment Advisors
Massachusetts
$443M +$17.2M +4% 72
SRFM
2805
Shannon River Fund Management
New York
$443M +$129M +41% 37
MFG
2806
MidWestOne Financial Group
Iowa
$443M -$5.35M -1% 276
JTWM
2807
Jackson Thornton Wealth Management
Alabama
$443M +$24.1M +6% 38
SDH
2808
Sloy Dahl & Holst
Washington
$443M +$156M +55% 70
WAM
2809
Wilsey Asset Management
California
$442M +$22.3M +5% 28
SB
2810
Sunflower Bank
Texas
$442M -$17.1M -4% 112
OCM
2811
Oribel Capital Management
New York
$442M +$9.82M +2% 108
FA
2812
Faithward Advisors
Pennsylvania
$441M -$18.5M -4% 347
TF
2813
TimeScale Financial
Massachusetts
$441M +$96.8M +28% 679
EVM
2814
Evelyn V. Moreno
$441M +$8.72M +2% 168
LMGAM
2815
Liberty Mutual Group Asset Management
Massachusetts
$441M +$69.2M +19% 127
DLCIG
2816
D.L. Carlson Investment Group
New Hampshire
$441M -$25.8M -6% 144
ERWM
2817
Elk River Wealth Management
Colorado
$441M +$27.5M +7% 114
JC
2818
JBF Capital
Colorado
$441M +$35.2M +9% 81
CG
2819
CFO4Life Group
Texas
$440M -$30.4M -6% 189
UWPG
2820
Ullmann Wealth Partners Group
Florida
$440M +$33.1M +8% 99
KCMH
2821
Keywise Capital Management (HK)
Hong Kong
$440M +$156M +55% 18
CICI
2822
Capital Investment Counsel Inc
North Carolina
$438M +$14.4M +3% 175
KHLMTHM
2823
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$438M +$7.69M +2% 96
IIA
2824
IPG Investment Advisors
California
$438M +$79.4M +22% 184
SIG
2825
Sky Investment Group
Connecticut
$438M +$14.5M +3% 123