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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
OHIS
2726
Oak Harvest Investment Services
Texas
$613M +$112M +22% 7.66% 112% 128 17.97%
GWWM
2727
Great Waters Wealth Management
Minnesota
$612M +$48.5M +9% 4.44% 46.3% 103 10.68%
JC
2728
JBF Capital
Colorado
$612M +$101M +20% 13.7% 93.6% 83 18.07%
OCM
2729
Olstein Capital Management
New York
$611M +$18.3M +3% 7.43% 16.6% 100 6%
SAM
2730
Sompo Asset Management
Japan
$611M +$56.9M +10% 8.39% 84.7% 200 6%
NW
2731
Naviter Wealth
Arkansas
$611M +$114M +23% 9.25% 87.1% 249 19.28%
MGI
2732
MayTech Global Investments
New York
$611M +$117M +24% 27.3% 158% 33 21.21%
SHJ
2733
Sharkey, Howes & Javer
Colorado
$611M +$43.9M +8% 6.51% 54.6% 128 14.84%
CAM
2734
Covenant Asset Management
New Jersey
$610M +$53M +10% 17.7% 158% 163 11.04%
FEG
2735
Financial Enhancement Group
Indiana
$609M +$40.8M +7% 7.38% 57.5% 122 15.57%
PA
2736
Planning Alternatives
Michigan
$609M +$37.6M +7% 7.97% 69.6% 51 7.84%
CFG
2737
Cooper Financial Group
California
$608M +$58.5M +11% 8.22% 78.6% 377 16.71%
SSG
2738
Summit Securities Group
New York
$608M -$500M -45% 15.1% 136% 1,002 80.64%
SI
2739
Sora Investors
Pennsylvania
$608M +$14.8M +2% 10.7% 179% 65 56.92%
HWA
2740
HHM Wealth Advisors
Tennessee
$608M +$32.8M +6% 7.88% 62.3% 786 10.94%
MFWP
2741
Mosaic Family Wealth Partners
Missouri
$607M +$27.5M +5% 7.92% 67.5% 209 11.48%
IC
2742
Inscription Capital
Texas
$607M +$241M +66% 8.77% 345 39.13%
CEI
2743
Clark Estates Inc
New York
$607M +$16.8M +3% 5.6% 34.5% 95 14.74%
HCP
2744
Holt Capital Partners
Texas
$607M +$47.2M +8% 7.5% 69.5% 157 3.18%
SFC
2745
SYM Financial Corp
Indiana
$606M -$11.6M -2% 5.37% 56% 191 19.37%
MWM
2746
Marietta Wealth Management
Georgia
$606M +$44.6M +8% 9.95% 83.8% 104 5.77%
IWA
2747
Inspirion Wealth Advisors
Illinois
$605M +$50.3M +9% 7.24% 47% 154 10.39%
TW
2748
TrinityPoint Wealth
Connecticut
$604M +$52.2M +9% 10.3% 28.4% 319 10.34%
VIA
2749
Vantagepoint Investment Advisers
District of Columbia
$604M -$145M -19% 1.41% 32.7% 9 22.22%
SFBLI
2750
Southern Farm Bureau Life Insurance
Mississippi
$604M +$26.3M +5% 6.62% 47.4% 17 23.53%