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
OWM
3826
Olympus Wealth Management
Utah
$232M +$52.6M +29% 16
W
3827
WealthOne
New York
$232M -$12.8M -5% 121
PB
3828
Pinnacle Bancorp
Nebraska
$232M -$11.5M -5% 783
CMI
3829
Clare Market Investments
Texas
$232M +$1.72M +0.7% 142
RWI
3830
Red Wave Investments
Pennsylvania
$231M -$12M -5% 95
DIM
3831
Delta Investment Management
California
$231M +$12M +5% 179
BCP
3832
Berkeley Capital Partners
Georgia
$231M -$11.3M -5% 142
CFO
3833
Colony Family Offices
North Carolina
$231M +$10.3M +5% 81
SA
3834
Stewardship Advisors
Pennsylvania
$231M -$7.08M -3% 49
BOCH
3835
Blue Owl Capital Holdings
New York
$231M +$27.3M +13% 39
HCM
3836
Harvey Capital Management
Florida
$231M -$25.5M -10% 77
APP
3837
Alpha Paradigm Partners
Illinois
$230M -$11.7M -5% 675
AFA
3838
Alta Fundamental Advisers
New York
$230M -$40.4M -15% 24
BLAM
3839
Bourne Lent Asset Management
New York
$230M -$22M -9% 61
FC
3840
Franchise Capital
Cayman Islands
$230M -$68.9M -23% 28
FAP
3841
Financial Advisory Partners
Florida
$230M -$12.5M -5% 68
MG
3842
MilWealth Group
Wisconsin
$230M -$2.97M -1% 72
WCA
3843
Waypoint Capital Advisors
Minnesota
$229M +$9.15M +4% 119
PWM
3844
PBMares Wealth Management
Virginia
$229M -$3.9M -2% 162
WSC
3845
Wellington Shields & Co
New York
$229M -$183M -44% 297
HWM
3846
Hemington Wealth Management
Virginia
$229M -$23M -9% 102
SACTSONJ
3847
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$229M -$21.1M -8% 219
TGI
3848
TRV GP III
Massachusetts
$229M -$15.5M -6% 7
LWAM
3849
Legacy Wealth Asset Management
Minnesota
$229M -$17.8M -7% 382
CPIA
3850
Cornell Pochily Investment Advisors
New York
$229M +$4.38M +2% 168