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
ERP
4101
Eldred Rock Partners
Texas
$385M -$15.5M -4% 33
CWAF
4102
Core Wealth Advisors (Florida)
Florida
$385M +$1.9M +0.5% 98
OKSA
4103
O'Keefe Stevens Advisory
New York
$385M +$16M +4% 69
PGF
4104
Plan Group Financial
Oklahoma
$385M +$12.8M +3% 219
SCP
4105
Seafarer Capital Partners
California
$385M +$34.3M +10% 9
HFM
4106
Hartford Financial Management
Connecticut
$385M +$7.26M +2% 345
HFBOT
4107
Home Federal Bank of Tennessee
Tennessee
$385M +$10.9M +3% 79
DFA
4108
Delta Financial Advisors
Louisiana
$385M +$30.5M +9% 153
BCM
4109
Boltwood Capital Management
California
$385M +$8.88M +2% 186
AWA
4110
Aquire Wealth Advisors
Utah
$384M -$21.7M -5% 51
WI
4111
WBI Investments
New Jersey
$384M -$7.57M -2% 401
PFG
4112
Premier Financial Group
California
$384M +$9.31M +2% 84
OWA
4113
Opal Wealth Advisors
New York
$384M +$24.2M +7% 222
AL4A
4114
Accel Leaders 4 Associates
California
$383M -$131M -25% 1
BEP
4115
Bluescape Energy Partners
Texas
$383M -$47.4M -11% 6
RWA
4116
Roberts Wealth Advisors
California
$383M +$7.14M +2% 104
SIM
4117
Sherborne Investors Management
New York
$383M -$4.42M -1% 1
EP
4118
EnCap Partners
Texas
$383M -$139M -27% 2
BHWM
4119
Bay Harbor Wealth Management
Maryland
$383M +$12.6M +3% 1,353
NI
4120
Naria Inc
Bahamas
$383M -$32.9M -8% 1
SFC
4121
SEG Family Corp
$383M -$127M -25% 1
CSWG
4122
Cardinal Strategic Wealth Guidance
Kentucky
$383M +$10.9M +3% 62
S
4123
SimplyRich
California
$382M +$11.8M +3% 210
BCC
4124
Bain Capital Credit
Massachusetts
$382M +$65.2M +21% 6
PP
4125
Prosperity Planning
Missouri
$382M +$11.6M +3% 111