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
DCM
4151
Divisar Capital Management
California
$368M -$64.7M -15% 28
UWM
4152
United Wealth Management
Virginia
$367M +$23.1M +7% 24
CL
4153
CLG LLC
California
$367M +$46.5M +15% 139
OCM
4154
Ogborne Capital Management
California
$367M -$36.1M -9% 12
BWA
4155
Beam Wealth Advisors
Louisiana
$367M +$31.4M +9% 114
MWM
4156
Mindset Wealth Management
Indiana
$367M +$61.4M +20% 182
SFG
4157
Snider Financial Group
Washington
$367M +$20M +6% 119
MJP
4158
Michael J. Puzo
$367M +$15.6M +4% 73
PS
4159
Pensionfund Sabic
Netherlands
$367M +$13.7M +4% 214
SIA
4160
Sovereign Investment Advisors
Arizona
$367M +$2.91M +0.8% 36
WAM
4161
Wakefield Asset Management
Colorado
$366M +$8.34M +2% 220
PFS
4162
Physicians Financial Services
North Carolina
$366M +$30.6M +9% 110
CI
4163
Cooper Investors
Australia
$366M -$183M -33% 55
PIA
4164
Pinion Investment Advisors
Kansas
$366M +$76M +26% 179
BAM
4165
Bell Asset Management
Australia
$366M -$87.7M -19% 70
RGC
4166
Roberts, Glore & Co
Illinois
$366M +$23.4M +7% 222
NFP
4167
Narus Financial Partners
Utah
$366M +$45.1M +14% 174
PIC
4168
Portland Investment Counsel
Ontario, Canada
$365M +$25.4M +7% 53
BWM
4169
Buckley Wealth Management
Nevada
$365M +$31.1M +9% 109
CPWA
4170
Cerro Pacific Wealth Advisors
California
$365M +$5.1M +1% 165
SCM
4171
Sollinda Capital Management
Florida
$365M -$19M -5% 100
LFGO
4172
Legacy Financial Group (Oklahoma)
Oklahoma
$365M +$26.5M +8% 96
SM
4173
Selkirk Management
New Jersey
$365M +$26.6M +8% 14
AI
4174
ArchPoint Investors
Florida
$365M +$24.2M +7% 74
CFG
4175
Carr Financial Group
Massachusetts
$364M +$25.3M +7% 202