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
HC
3726
Hourglass Capital
Texas
$405M +$22.4M +6% 112
LIM
3727
Longfellow Investment Management
Massachusetts
$404M -$5.6M -1% 309
AHT
3728
Amanah Holdings Trust
$404M 16
SSWG
3729
Seven Springs Wealth Group
Tennessee
$404M +$123M +44% 87
GA
3730
GoalVest Advisory
New York
$404M +$40.2M +11% 545
SDAM
3731
Shulman DeMeo Asset Management
New York
$404M +$47.7M +13% 120
OCM
3732
Ogborne Capital Management
California
$403M +$143M +55% 14
HSG
3733
Helen Stephens Group
Texas
$403M +$49.7M +14% 92
DR
3734
Davis Rea
Ontario, Canada
$403M +$27.3M +7% 56
RA
3735
Resolute Advisors
California
$403M +$55.9M +16% 91
WCP
3736
Waterfront Capital Partners
New York
$402M -$182M -31% 44
FPW
3737
Fairvoy Private Wealth
Alabama
$402M +$38.6M +11% 190
MCB
3738
Morton Community Bank
Illinois
$402M +$20.3M +5% 115
WWG
3739
West Wealth Group
California
$402M +$63.9M +19% 120
BONH
3740
Bank of New Hampshire
New Hampshire
$402M +$19.9M +5% 479
BIA
3741
Barry Investment Advisors
Massachusetts
$402M +$25.3M +7% 110
TC
3742
Trium Capital
United Kingdom
$402M +$155M +63% 79
KAM
3743
KEB Asset Management
Illinois
$401M +$49.9M +14% 90
LF
3744
Lantz Financial
Illinois
$401M +$35.8M +10% 243
TWP
3745
Tempus Wealth Planning
California
$401M +$66.5M +20% 281
CLC
3746
Charles-Lim Capital
Hong Kong
$401M +$61.8M +18% 8
CF
3747
Copperwynd Financial
Arizona
$401M +$38.3M +11% 166
ODG
3748
O'Dell Group
Ohio
$401M +$15M +4% 36
BHWA
3749
Beacon Harbor Wealth Advisors
Virginia
$401M -$29.6M -7% 92
AA
3750
Addison Advisors
Vermont
$401M +$34.2M +9% 932