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
PPW
3376
Presilium Private Wealth
Pennsylvania
$435M +$675K +0.2% 77
PFA
3377
Pathway Financial Advisors
Vermont
$435M +$45M +12% 172
FCA
3378
FLC Capital Advisors
California
$435M +$1.1M +0.3% 185
SPP
3379
Single Point Partners
Massachusetts
$434M +$372M +592% 84
LRIA
3380
Leonard Rickey Investment Advisors
Washington
$434M -$6.35M -1% 112
CCP
3381
Camelot Capital Partners
California
$434M +$40.1M +10% 3
BOCH
3382
Blue Owl Capital Holdings
New York
$434M -$81.8M -16% 147
TCWA
3383
Turtle Creek Wealth Advisors
Texas
$433M -$65.3M -13% 175
DW30
3384
Drucker Wealth 3.0
New Jersey
$433M +$17.3M +4% 161
SAS
3385
SMI Advisory Services
Indiana
$433M -$18.3M -4% 60
EWM
3386
Essex Woodlands Management
Texas
$433M +$82.8M +24% 7
DL
3387
DOHJ LLC
Washington
$433M +$3.98M +0.9% 147
AA
3388
Ashford Advisors
New York
$433M +$2.99M +0.7% 15
KAM
3389
Knightsbridge Asset Management
California
$432M -$14M -3% 131
CWM
3390
Cranbrook Wealth Management
Michigan
$431M -$6.95M -2% 417
HFA
3391
High Falls Advisors
New York
$431M -$5.63M -1% 130
LT
3392
Legacy Trust
Michigan
$431M -$4.49M -1% 164
ICVCFIA
3393
IDG China Venture Capital Fund IV Associates
Hong Kong
$431M +$11.2M +3% 4
GJCM
3394
Grand Jean Capital Management
California
$431M -$16.6M -4% 52
UM
3395
Ulysses Management
New York
$430M -$5.95M -1% 58
WPP
3396
Whalerock Point Partners
Rhode Island
$430M +$9.89M +2% 192
BB
3397
Berkshire Bank
Massachusetts
$430M +$3.73M +0.9% 165
RM
3398
Rudius Management
New York
$430M -$70M -14% 8
EIA
3399
Eldridge Investment Advisors
New Hampshire
$430M +$4.14M +1% 159
FPF
3400
First Pacific Financial
Washington
$430M +$2.43M +0.6% 443