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
WC
2151
Waterloo Capital
Texas
$916M +$83M +10% 402
OCMI
2152
Oaktop Capital Management II
New Jersey
$916M -$60.1M -6% 16
AWA
2153
Amplius Wealth Advisors
Pennsylvania
$916M +$17.3M +2% 178
OCM
2154
Oribel Capital Management
New York
$916M +$178M +24% 81
RCYC
2155
Richard C. Young & Co
Rhode Island
$916M +$92.9M +11% 83
RIA
2156
Retirement Investment Advisors
Oklahoma
$915M +$91.8M +11% 58
CA
2157
CapWealth Advisors
Tennessee
$915M +$124M +16% 110
SFO
2158
Stokes Family Office
Louisiana
$914M +$61.3M +7% 240
MHIC
2159
Marble Harbor Investment Counsel
Massachusetts
$914M +$64.2M +8% 212
MAWA
2160
Moss Adams Wealth Advisors
Washington
$913M +$195M +27% 221
TI
2161
Trigran Investments
Illinois
$913M -$42.8M -4% 21
PCMF
2162
Private Capital Management (Florida)
Florida
$913M +$70.1M +8% 139
PCA
2163
Private Capital Advisors
Connecticut
$913M +$15.4M +2% 90
BI
2164
Bramshill Investments
Florida
$913M -$6.08M -0.7% 198
VFP
2165
Verus Financial Partners
Virginia
$913M +$52.8M +6% 103
SIA
2166
Strategic Investment Advisors
Michigan
$913M +$92.5M +11% 246
LM
2167
Lincluden Management
Ontario, Canada
$913M +$92.6M +11% 73
CIPU
2168
Caledonia Investments plc (UK)
United Kingdom
$912M +$80.7M +10% 14
TCM
2169
Teza Capital Management
Illinois
$911M +$95.7M +12% 784
DE
2170
Diversified Enterprises
Delaware
$911M 229
D
2171
Diversified
Delaware
$911M +$59.8M +7% 237
WCF
2172
West Coast Financial
California
$909M +$65.1M +8% 177
RWM
2173
Rockwood Wealth Management
Pennsylvania
$909M +$87.5M +11% 93
NFG
2174
Nadler Financial Group
Illinois
$907M +$56.3M +7% 125
CUAMC
2175
China Universal Asset Management Company
China
$907M +$198M +28% 435