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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
OCG
2576
Opus Capital Group
Ohio
$564M -$13.8M -2% 2.9% 49.7% 126 8.73%
CWG
2577
Cornerstone Wealth Group
North Carolina
$564M +$12M +2% 3.11% 96.5% 160 17.5%
SFC
2578
SYM Financial Corp
Indiana
$563M +$70.1M +14% 4.33% 56% 201 44.78%
IDA
2579
Intelligence Driven Advisers
California
$563M -$7.33M -1% 2.81% 58.5% 101 20.79%
DCM
2580
Discovery Capital Management
Connecticut
$563M -$388M -41% 6.95% 871% 75 65.33%
TIM
2581
Thompson Investment Management
Wisconsin
$563M -$53.3M -9% 5.51% 83.5% 425 5.65%
ODIJL
2582
One Day In July LLC
Vermont
$562M +$9.4M +2% 4.72% 43.1% 106 16.98%
CHC
2583
City Holding Co
West Virginia
$561M -$19.5M -3% 2.09% 81.3% 538 10.22%
AFAS
2584
Acorn Financial Advisory Services
Virginia
$560M -$2.74M -0.5% 2.55% 96.9% 254 9.45%
RWA
2585
River Wealth Advisors
Pennsylvania
$559M -$30.3M -5% 3.24% 80.3% 213 7.04%
BEAM
2586
Baker Ellis Asset Management
Washington
$557M -$31.2M -5% 2.99% 89.2% 216 11.11%
HIC
2587
Hartline Investment Corp
Illinois
$557M -$30M -5% 2.81% 201% 117 11.97%
GIM
2588
Greylin Investment Management
Virginia
$557M +$2.97M +0.5% 2.53% 52.1% 74 12.16%
LSPW
2589
Lake Street Private Wealth
Illinois
$556M -$13.2M -2% 2.24% 92.5% 305 12.13%
NFT
2590
Nan Fung Trinity
Hong Kong
$555M +$149M +37% 2.78% 82.3% 33 60.61%
MSAM
2591
Moloney Securities Asset Management
Missouri
$555M -$10.6M -2% 2.05% 86% 479 18.37%
GLR
2592
Great Lakes Retirement
Ohio
$555M -$10.8M -2% 2.3% 108% 236 16.95%
GWP
2593
Gateway Wealth Partners
Wisconsin
$555M -$4.69M -0.8% 3.39% 58.9% 273 18.32%
IFWM
2594
Institute for Wealth Management
Colorado
$554M -$38.4M -6% 2.39% 137% 481 8.94%
PIA
2595
Perennial Investment Advisors
California
$554M -$14.4M -3% 3.27% 84.3% 381 12.34%
MAM
2596
Mark Asset Management
New York
$553M -$65.4M -11% 3.21% 325% 61 37.7%
NAM
2597
NTV Asset Management
West Virginia
$552M -$21.4M -4% 2.59% 97.8% 266 8.27%
NRG
2598
Nemes Rush Group
Michigan
$552M -$15.4M -3% 3.44% 111% 734 17.98%
HR
2599
Hardy Reed
Mississippi
$552M -$15.8M -3% 3.71% 69.7% 108 12.96%
SWIG
2600
Strategic Wealth Investment Group
Kentucky
$552M -$78.5M -12% 3.91% 117 14.53%