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
CA
4251
Claar Advisors
New York
$297M -$14M -5% 24
WFA
4252
Wade Financial Advisory
California
$297M +$19.3M +7% 82
BPCM
4253
Beach Point Capital Management
California
$297M +$14.5M +5% 10
CCP
4254
Caden Capital Partners
California
$297M +$20.1M +7% 15
BCP
4255
Bayberry Capital Partners
New York
$297M -$97.5M -25% 25
3CP
4256
3G Capital Partners
New York
$296M +$36.5M +14% 15
VAG
4257
VisionPoint Advisory Group
Texas
$296M +$14.9M +5% 830
DDSF
4258
Diana Davis Spencer Foundation
Maryland
$296M +$13.7M +5% 4
ACM
4259
Arcataur Capital Management
Wisconsin
$296M +$15.1M +5% 98
WRM
4260
Weybosset Research & Management
Rhode Island
$295M +$28.6M +11% 55
AIM
4261
AMI Investment Management
Indiana
$295M +$8.85M +3% 73
QPW
4262
Quantum Private Wealth
Florida
$295M +$13.5M +5% 196
PC
4263
Packer & Co
Australia
$295M +$1.06M +0.4% 3
FP
4264
Fiduciary Planning
Florida
$295M +$15.2M +5% 64
CCG
4265
Catalina Capital Group
California
$295M +$32M +12% 370
AGDI
4266
Absolute Gestao de Investimentos
Brazil
$294M +$103M +54% 55
CCA
4267
Cadent Capital Advisors
Oklahoma
$294M +$48.2M +20% 163
KA
4268
Kerrisdale Advisers
Florida
$294M -$25.4M -8% 106
LFGO
4269
Legacy Financial Group (Oklahoma)
Oklahoma
$294M +$30M +11% 82
BFA
4270
Beacon Financial Advisory
Ohio
$294M +$26.2M +10% 318
FFA
4271
Fairfield Financial Advisors
Massachusetts
$294M -$46.1M -14% 301
WFI
4272
West Family Investments
California
$294M -$39.8M -12% 307
MLM
4273
Mount Lucas Management
Pennsylvania
$294M +$11.7M +4% 163
SWA
4274
ShankerValleau Wealth Advisors
Illinois
$294M +$60M +26% 32
MPW
4275
Monterey Private Wealth
California
$294M +$26M +10% 130