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
BSI
4851
Bennett Selby Investments
Maine
$238M +$15.1M +7% 76
LAM
4852
Lynch Asset Management
Pennsylvania
$238M +$3.49M +1% 43
OFP
4853
OLIO Financial Planning
Virginia
$238M +$551K +0.2% 52
W
4854
WorthPointe
California
$238M +$18.3M +8% 85
JCM
4855
Jacobsen Capital Management
Utah
$238M +$13.8M +6% 106
SHA
4856
Seneca House Advisors
Virginia
$237M +$6.85M +3% 89
ODA
4857
One Degree Advisors
California
$237M +$29.9M +14% 65
CG
4858
Castellan Group
Kentucky
$237M +$27.2M +13% 67
PHAM
4859
Palisades Hudson Asset Management
Florida
$237M +$19.4M +9% 105
KA
4860
Kercheville Advisors
Texas
$237M +$6.61M +3% 93
IAM
4861
Infusive Asset Management
New York
$237M -$10.8M -4% 41
ACM
4862
Arvin Capital Management
Texas
$237M +$4.43M +2% 30
IRAG
4863
Investment Research & Advisory Group
Georgia
$237M +$11.3M +5% 220
CG
4864
Clarus Group
Texas
$237M +$10.4M +5% 126
BCM
4865
Brightline Capital Management
Florida
$237M +$35.3M +18% 25
SCG
4866
Sonata Capital Group
Washington
$237M +$41.8M +21% 117
HP
4867
Holistic Planning
Texas
$236M +$106M +82% 168
SAMC
4868
Spectrum Asset Management (California)
California
$236M +$20.2M +9% 105
OCM
4869
Ovata Capital Management
Hong Kong
$236M +$52.2M +28% 47
VF
4870
Visa Foundation
California
$236M +$1.69M +0.7% 2
3C
4871
325 Capital
New York
$236M -$1.91M -0.8% 14
PWM
4872
Purus Wealth Management
California
$236M +$9.67M +4% 121
PC
4873
Prairiewood Capital
North Dakota
$236M +$25.4M +12% 81
GCM
4874
Gunderson Capital Management
South Carolina
$236M +$3.1M +1% 49
PCC
4875
Perry Creek Capital
New York
$236M +$24.5M +12% 14