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
OCA
6001
OEP Capital Advisors
New York
$194M +$56.5M +41% 1
IA
6002
IFS Advisors
Kansas
$194M +$1.57M +0.8% 220
TVM
6003
True Vision MN
Minnesota
$194M -$2.87M -1% 129
O3W
6004
Omni 360 Wealth
New Jersey
$194M -$1.48M -0.8% 131
EWM
6005
Evergreen Wealth Management
Michigan
$194M -$4.85M -2% 58
GITFIT
6006
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$194M -$11.8M -6% 146
SCPM
6007
Sea Cliff Partners Management
California
$194M -$43.6M -18% 14
RCF
6008
Rainwater Charitable Foundation
Texas
$194M +$24.2M +14% 4
VH
6009
VVR Holdings
Washington
$194M +$1.19M +0.6% 45
BWM
6010
BankPlus Wealth Management
Mississippi
$194M +$12.4M +7% 126
LAI
6011
Legal Advantage Investments
California
$194M -$22.5M -10% 91
BW
6012
BostonPremier Wealth
Massachusetts
$194M -$1.62M -0.8% 74
MUAMU
6013
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$193M -$11.7M -6% 110
TDWM
6014
Topel & Distasi Wealth Management
California
$193M -$11.3M -6% 61
JHA
6015
Jackson Hill Advisors
Texas
$193M -$22.2M -10% 13
BWS
6016
Broadway Wealth Solutions
Texas
$193M +$6.15M +3% 100
WWC
6017
Waypoint Wealth Counsel
Georgia
$193M -$79.2M -29% 302
ACM
6018
Ayrshire Capital Management
Connecticut
$193M -$24.6M -11% 54
BDL
6019
Banque de Luxembourg
Luxembourg
$193M -$41.6M -18% 92
1CP
6020
17 Capital Partners
Arizona
$193M +$1.06M +0.6% 180
RTM
6021
RH Tailwind Management
Pennsylvania
$193M +$93.8M +94% 49
LHCM
6022
Lloyd Harbor Capital Management
New York
$193M +$7.77M +4% 29
DF
6023
Downshift Financial
Colorado
$193M +$31M +19% 82
CWRP
6024
Cassady Wealth & Retirement Planning
Nevada
$193M +$39.7M +26% 102
PA
6025
Promethium Advisors
Maryland
$193M +$7.67M +4% 121