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
3276
Octavia Wealth Advisors
Ohio
$308M 159
EWA
3277
ERTS Wealth Advisors
Michigan
$308M +$42.1M +16% 81
CIM
3278
CIM Investment Management
Pennsylvania
$308M +$44.4M +17% 309
ACM
3279
Axel Capital Management
New York
$308M +$73.9M +32% 56
LC
3280
Lincoln Capital
Nebraska
$308M +$34.9M +13% 89
C
3281
Certuity
Florida
$308M +$64.3M +26% 254
II
3282
INCA Investments
Florida
$308M +$60.7M +25% 11
GI
3283
Glovista Investments
New Jersey
$307M +$25.4M +9% 133
HI
3284
Hudock Inc
Pennsylvania
$307M +$37M +14% 834
9WM
3285
9258 Wealth Management
Ohio
$307M +$42.2M +16% 323
MJP
3286
Michael J. Puzo
$306M +$25.3M +9% 76
SGCA
3287
Steel Grove Capital Advisors
Tennessee
$306M +$60.6M +25% 133
GHAM
3288
Gilman Hill Asset Management
Connecticut
$306M +$47.5M +18% 180
RGC
3289
Roberts, Glore & Co
Illinois
$306M +$25.4M +9% 189
IPW
3290
Inlet Private Wealth
Florida
$306M +$49.2M +19% 131
CNBTD
3291
Citizens National Bank Trust Department
Mississippi
$306M +$49M +19% 135
BGDI
3292
BW Gestao de Investimentos
Brazil
$306M +$79.4M +35% 45
HC
3293
HNP Capital
New York
$306M +$32.6M +12% 142
BC
3294
Beaconlight Capital
New York
$305M +$40.5M +15% 49
VM
3295
Venator Management
Pennsylvania
$305M 35
TFCM
3296
Taylor Frigon Capital Management
Arizona
$305M +$77.6M +34% 93
HCM
3297
Huber Capital Management
California
$305M +$33.3M +12% 89
BA
3298
BCM Advisors
Louisiana
$304M +$33.3M +12% 55
SMA
3299
Sage Mountain Advisors
Georgia
$304M 269
TAS
3300
TIFF Advisory Services
Pennsylvania
$304M +$98.4M +48% 25