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
PC
3051
Pureheart Capital
$529M 7
TCM
3052
Tufton Capital Management
Maryland
$529M -$4.74M -0.9% 123
SWM
3053
Sugarloaf Wealth Management
Georgia
$529M -$65.7K -0% 721
SFG
3054
SevenBridge Financial Group
Pennsylvania
$529M +$9.53M +2% 230
SLWA
3055
San Luis Wealth Advisors
California
$528M +$44M +9% 154
WCM
3056
Woodson Capital Management
Connecticut
$528M +$68.7M +15% 42
AOWM
3057
Alpha Omega Wealth Management
Virginia
$528M -$17.2M -3% 211
CFGSD
3058
Compass Financial Group (South Dakota)
South Dakota
$527M +$18.1M +4% 95
AWCI
3059
Alpine Woods Capital Investors
New York
$527M -$42.4M -7% 185
NGM
3060
North Growth Management
British Columbia, Canada
$527M -$9.96M -2% 48
DCP
3061
Diameter Capital Partners
New York
$527M +$64.5M +14% 37
CGIM
3062
Capital Group Investment Management
Singapore
$526M +$29.4M +6% 145
RP
3063
Rice Partnership
Hawaii
$525M +$28.3M +6% 184
BBPWM
3064
Blue Bell Private Wealth Management
Pennsylvania
$525M +$1.38M +0.3% 714
MP
3065
Moment Partners
California
$525M 114
MA
3066
Madrone Advisors
California
$525M -$101M -16% 6
NYLIC
3067
New York Life Insurance Company
New York
$525M +$55.2M +12% 4
LIM
3068
Lathrop Investment Management
Arkansas
$525M -$13.5M -3% 89
DAL
3069
Delta Air Lines
Georgia
$524M -$313M -37% 5
NCM
3070
Noesis Capital Mangement
Florida
$524M +$20.2M +4% 122
PC
3071
Permanens Capital
New York
$524M +$31.4M +6% 57
GSEP
3072
Golden State Equity Partners
California
$523M +$333M +175% 929
CAM
3073
Chandler Asset Management
California
$523M -$6.59M -1% 26
CVM
3074
Cheviot Value Management
California
$523M -$7.13M -1% 71
CAM
3075
Columbia Asset Management
Michigan
$523M -$50.8M -9% 218