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
OWA
2226
Octavia Wealth Advisors
Ohio
$1.05B +$42.1M +4% 272
SPC
2227
Spirepoint Private Client
Florida
$1.05B +$95.2M +10% 325
CIA
2228
CCM Investment Advisers
South Carolina
$1.04B +$29.5M +3% 98
MGWM
2229
Marks Group Wealth Management
Minnesota
$1.04B -$31.9M -3% 342
PDM
2230
Penn Davis McFarland
Texas
$1.04B +$76.2M +8% 77
RC
2231
Randolph Company
Ohio
$1.04B +$14.1M +1% 45
SGK
2232
Steigerwald Gordon & Koch
Virginia
$1.04B -$189K -0% 973
IAS
2233
IMA Advisory Services
Colorado
$1.04B +$48.9M +5% 1,020
PHWA
2234
Petersen Hastings Wealth Advisors
Washington
$1.04B 76
VFA
2235
Voya Financial Advisors
Connecticut
$1.04B +$4.69M +0.5% 231
MCM
2236
MV Capital Management
Maryland
$1.04B -$1.08M -0.1% 1,223
SL
2237
Sentinus LLC
Illinois
$1.04B +$582M +127% 545
TC
2238
Tetrad Corporation
Nebraska
$1.04B -$29.5M -3% 3
MNBTD
2239
Moody National Bank Trust Division
Texas
$1.04B -$145M -12% 539
MFS
2240
Mirabella Financial Services
United Kingdom
$1.04B -$113M -10% 798
FSWA
2241
Financial Synergies Wealth Advisors
Texas
$1.04B +$47.9M +5% 108
AIC
2242
AWM Investment Company
New York
$1.04B -$31.1M -3% 116
PE
2243
PSG Equity
Massachusetts
$1.03B +$83.8M +9% 1
NI
2244
Nextech Invest
Switzerland
$1.03B +$377M +57% 17
ACM
2245
Ashe Capital Management
New Jersey
$1.03B -$386M -27% 7
DMC
2246
Deer Management Company
New York
$1.03B -$88.7M -8% 9
QIM
2247
Quantitative Investment Management
Virginia
$1.03B +$309M +43% 559
AT
2248
Avenir Tech
Hong Kong
$1.03B -$287M -22% 30
BL
2249
BFSG LLC
California
$1.03B -$3.16M -0.3% 748
JWM
2250
Jackson Wealth Management
Florida
$1.03B +$26.9M +3% 170