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
JHCP
3101
Jackson Hole Capital Partners
Oklahoma
$604M +$19.8M +3% 318
PIFP
3102
Partners in Financial Planning
Virginia
$603M +$12.3M +2% 123
ERWM
3103
Elk River Wealth Management
Colorado
$602M -$19.9M -3% 107
SA
3104
Strategic Advisors
New York
$602M -$36.3M -6% 186
MTC
3105
Matrix Trust Company
Colorado
$602M -$3.8M -0.6% 264
CIG
3106
Capricorn Investment Group
California
$602M -$224M -27% 7
NPCM
3107
North Peak Capital Management
New York
$601M -$312M -34% 10
OCAM
3108
Onex Canada Asset Management
Ontario, Canada
$601M -$119M -17% 82
CTA
3109
Clear Trail Advisors
Texas
$601M +$170M +39% 151
CNBTD
3110
Citizens National Bank Trust Department
Mississippi
$601M +$20.9M +4% 390
CCP
3111
Clifford Capital Partners
Utah
$600M +$11.9M +2% 48
MGIA
3112
Matthew Goff Investment Advisor
Texas
$600M +$35.6M +6% 121
BHPW
3113
Beverly Hills Private Wealth
California
$600M +$15.9M +3% 363
GP
3114
GSK plc
$599M -$200M -25% 15
SCM
3115
Stanley Capital Management
Texas
$598M +$185K +0% 41
FSG
3116
Financial Strategies Group
Michigan
$598M +$45.3M +8% 102
ECM
3117
Estuary Capital Management
Minnesota
$598M +$35.3M +6% 33
OFS
3118
Orrstown Financial Services
Pennsylvania
$597M -$2.33M -0.4% 121
KCM
3119
Kingdon Capital Management
New York
$597M -$56.3M -9% 93
TAIM
3120
Te Ahumairangi Investment Management
New Zealand
$597M +$38.9M +7% 86
BWP
3121
Balboa Wealth Partners
Arizona
$596M -$8.46M -1% 497
LOWM
3122
Laurel Oak Wealth Management
New Jersey
$595M +$2.12M +0.4% 392
PCWA
3123
Pacific Capital Wealth Advisors
California
$595M +$11.9M +2% 91
BCM
3124
Bornite Capital Management
New York
$595M -$430M -42% 34
PJSIMP
3125
P.J. Schmidt Investment Management (PJS)
Wisconsin
$595M -$20.2M -3% 220