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
SAM
3026
Strategy Asset Managers
California
$521M +$70.4M +16% 319
BA
3027
Bellwether Advisors
Nebraska
$521M +$43.8M +9% 149
WCA
3028
Westover Capital Advisors
Delaware
$520M +$132M +34% 255
SB
3029
Samsara BioCapital
California
$520M +$42.5M +9% 43
OWM
3030
Opes Wealth Management
California
$520M +$40.9M +9% 141
OC
3031
Oakmont Corp
California
$520M +$65.5M +14% 33
MCM
3032
Masters Capital Management
Georgia
$520M -$38.5M -7% 70
Legacy Financial Group (Iowa)
3033
Legacy Financial Group (Iowa)
Iowa
$520M +$11.5M +2% 108
BCM
3034
Bourgeon Capital Management
Connecticut
$520M +$9.57M +2% 119
SWP
3035
Summit Wealth Partners
Florida
$519M +$37.6M +8% 247
SFG
3036
SevenBridge Financial Group
Pennsylvania
$519M +$67M +15% 223
SPA
3037
Sentinel Pension Advisors
Massachusetts
$519M +$37M +8% 116
SL
3038
Sentry LLC
Tennessee
$519M -$24.1M -4% 129
EHI
3039
Eagle Health Investments
Connecticut
$519M -$40.8M -7% 27
WFA
3040
West Financial Advisors
Iowa
$519M +$36.9M +8% 195
SCM
3041
Sandler Capital Management
New York
$518M +$9.66M +2% 169
CAC
3042
Core Alternative Capital
Georgia
$517M +$17.1M +3% 367
GIM
3043
Genesis Investment Management
United Kingdom
$517M +$8.59M +2% 15
ACA
3044
Affinity Capital Advisors
California
$516M +$40.1M +8% 152
BOCH
3045
Blue Owl Capital Holdings
New York
$516M +$156M +43% 139
RCG
3046
Regatta Capital Group
California
$515M +$51M +11% 193
SCM
3047
Stanley Capital Management
Texas
$515M +$25.5M +5% 38
FEG
3048
Financial Enhancement Group
Indiana
$515M -$106M -17% 150
ATS
3049
Ashton Thomas Securities
New York
$515M +$99.7M +24% 1,243
PGAM
3050
Princeton Global Asset Management
New Jersey
$514M +$61.1M +13% 737