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
HCM
3551
Harvey Capital Management
Florida
$469M +$41.7M +10% 88
FRGX
3552
First Reserve GP XIII
Connecticut
$468M -$19.3M -4% 2
OPL
3553
Orland Properties Ltd
British Virgin Islands
$468M +$231M +98% 13
SIM
3554
SW Investment Management
Colorado
$467M +$48.6M +12% 8
AWM
3555
Adams Wealth Management
Utah
$467M -$58.6M -11% 196
VAS
3556
Valicenti Advisory Services
New York
$466M +$38.2M +9% 80
MCM
3557
Maytus Capital Management
New York
$466M -$76.7M -14% 96
NAMP
3558
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$466M +$31.4M +7% 149
ODG
3559
O'Dell Group
Ohio
$466M +$65.2M +16% 42
AW
3560
Avion Wealth
Texas
$466M +$27.5M +6% 1,618
BHBT
3561
Burke & Herbert Bank & Trust
Virginia
$465M +$19M +4% 247
WCMN
3562
Westchester Capital Management (Nebraska)
Nebraska
$465M +$40.2M +9% 43
SW
3563
Solidarity Wealth
Utah
$465M +$37.4M +9% 87
RBCM
3564
Raub Brock Capital Management
California
$465M +$5.8M +1% 41
BB
3565
Berkshire Bank
Massachusetts
$464M +$26.4M +6% 170
RPSA
3566
Richard P. Slaughter Associates
Texas
$464M -$26.3M -5% 127
PCA
3567
Peddock Capital Advisors
Massachusetts
$464M +$31.5M +7% 163
NDSI
3568
Newman Dignan & Sheerar Inc
Rhode Island
$463M +$28M +6% 200
OL
3569
one8zero8 LLC
North Carolina
$463M +$39.3M +9% 258
SP
3570
Stonebrook Private
Michigan
$463M +$35.5M +8% 215
OGC
3571
Oak Grove Capital
New Hampshire
$463M +$28M +6% 78
FCM
3572
Firestone Capital Management
Florida
$463M +$38.1M +9% 168
BFA
3573
Blueprint Financial Advisors
North Carolina
$463M +$151M +48% 103
MHR
3574
Matthew Hamilton Rosenberg
$463M +$32.6M +8% 838
BRA
3575
Bender Robert & Associates
California
$463M +$14.3M +3% 47