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
2326
Octavia Wealth Advisors
Ohio
$879M +$55.6M +7% 246
PHS
2327
Pekin Hardy Strauss
Illinois
$878M +$52.9M +6% 412
ME
2328
McIlrath & Eck
Washington
$876M +$61.7M +8% 981
AA
2329
ABC Arbitrage
France
$876M +$337M +63% 286
TCM
2330
TCG Crossover Management
California
$876M +$142M +19% 40
SAM
2331
Synergy Asset Management
Washington
$874M +$81.2M +10% 228
PL
2332
Parthenon LLC
Kentucky
$874M +$61M +8% 128
JTWM
2333
Jackson Thornton Wealth Management
Alabama
$873M +$120M +16% 162
CT
2334
Coastline Trust
Rhode Island
$873M +$68.6M +9% 399
UMC
2335
UNC Management Company
North Carolina
$873M -$59.8M -6% 3
CVM
2336
Cheviot Value Management
California
$872M +$59.2M +7% 466
TSW
2337
Three Seasons Wealth
Utah
$872M +$670M +332% 129
CFFP
2338
Center for Financial Planning
Michigan
$872M +$89.3M +11% 724
PFGIA
2339
Patriot Financial Group Insurance Agency
Massachusetts
$871M +$125M +17% 555
CFG
2340
CKW Financial Group
Hawaii
$869M +$69.2M +9% 204
MPM
2341
MBB Public Markets
Illinois
$869M +$1.04M +0.1% 528
GWSG
2342
GPS Wealth Strategies Group
Colorado
$869M +$128M +17% 1,678
LPAM
2343
Lodestar Private Asset Management
California
$868M +$72.5M +9% 229
AP
2344
Archon Partners
New Jersey
$867M +$41M +5% 39
LCM
2345
Laurion Capital Management
New York
$867M -$434M -33% 383
SC
2346
Sierra Capital
Florida
$866M +$36.4M +4% 214
AWAG
2347
ARS Wealth Advisors Group
Florida
$866M +$159M +22% 193
HT
2348
Heritage Trust
Oklahoma
$866M +$41.1M +5% 312
EFG
2349
Everhart Financial Group
Ohio
$865M +$134M +18% 355
BCC
2350
Biglari Capital Corp
Texas
$865M +$156M +22% 13