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
OCM
4126
Once Capital Management
New York
$368M +$45.2M +14% 26
PCI
4127
Pacifica Capital Investments
Texas
$368M +$28M +8% 16
MC
4128
Muhlenkamp & Co
Pennsylvania
$368M +$47.4M +15% 33
IAG
4129
Investment Advisory Group
Massachusetts
$368M +$37.5M +11% 192
MA
4130
Modus Advisors
Minnesota
$368M +$31M +9% 118
DCM
4131
Divisar Capital Management
California
$368M -$64.7M -15% 28
UWM
4132
United Wealth Management
Virginia
$367M +$23.1M +7% 24
CL
4133
CLG LLC
California
$367M +$46.5M +15% 139
OCM
4134
Ogborne Capital Management
California
$367M -$36.1M -9% 12
BWA
4135
Beam Wealth Advisors
Louisiana
$367M +$31.4M +9% 114
MWM
4136
Mindset Wealth Management
Indiana
$367M +$61.4M +20% 182
SFG
4137
Snider Financial Group
Washington
$367M +$20M +6% 119
MJP
4138
Michael J. Puzo
$367M +$15.6M +4% 73
SIA
4139
Sovereign Investment Advisors
Arizona
$367M +$2.91M +0.8% 36
WAM
4140
Wakefield Asset Management
Colorado
$366M +$8.34M +2% 220
PFS
4141
Physicians Financial Services
North Carolina
$366M +$30.6M +9% 110
CI
4142
Cooper Investors
Australia
$366M -$183M -33% 55
PIA
4143
Pinion Investment Advisors
Kansas
$366M +$76M +26% 179
BAM
4144
Bell Asset Management
Australia
$366M -$87.7M -19% 70
RGC
4145
Roberts, Glore & Co
Illinois
$366M +$23.4M +7% 222
NFP
4146
Narus Financial Partners
Utah
$366M +$45.1M +14% 174
PIC
4147
Portland Investment Counsel
Ontario, Canada
$365M +$25.4M +7% 53
BWM
4148
Buckley Wealth Management
Nevada
$365M +$31.1M +9% 109
CPWA
4149
Cerro Pacific Wealth Advisors
California
$365M +$5.1M +1% 165
SCM
4150
Sollinda Capital Management
Florida
$365M -$19M -5% 100