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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
LWM
2901
Liberty Wealth Management
California
$638M +$115M +22% 10.1% 55.5% 239 36.4%
OC
2902
Oarsman Capital
Wisconsin
$638M +$81.1M +15% 8.89% 61.4% 255 10.2%
NA
2903
Nordwand Advisors
Pennsylvania
$637M +$371M +139% 9.01% 66.9% 226 74.78%
OBWP
2904
O'Brien Wealth Partners
Massachusetts
$637M +$100M +19% 7.38% 56.7% 88 19.32%
DS
2905
Dudley & Shanley
Florida
$637M +$1.74M +0.3% 6.84% 57% 36 0%
PWA
2906
Physician Wealth Advisors
Utah
$637M +$55.9M +10% 10.1% 71.3% 2,017 39.61%
CAWM
2907
Capital Advisors Wealth Management
Washington
$636M +$70.3M +12% 8.8% 63.8% 195 9.23%
UOTTAIMCU
2908
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$636M +$52.6M +9% 9.75% 48.2% 193 37.31%
FCM
2909
Fourpath Capital Management
Oklahoma
$635M +$60.6M +11% 6.28% 78% 245 13.06%
CBT
2910
Crews Bank & Trust
Florida
$635M +$49M +8% 6.15% 641 8.58%
HI
2911
Human Investing
Oregon
$635M +$67M +12% 8.17% 52% 98 9.18%
CCM
2912
Canal Capital Management
Virginia
$634M +$37M +6% 8.48% 67.8% 198 23.23%
AU
2913
Algebris (UK)
United Kingdom
$634M +$84.3M +15% 5.67% 19.5% 51 33.33%
TGCMU
2914
Titan Global Capital Management USA
New York
$634M +$149M +31% 22.7% 163% 62 11.29%
LA
2915
LexAurum Advisors
Kansas
$633M +$112M +21% 7.2% 376 11.97%
CFS
2916
Cannon Financial Strategists
Georgia
$633M +$50.6M +9% 7.82% 41.8% 106 15.09%
BCM
2917
Bayesian Capital Management
New York
$633M +$28.6M +5% 18.4% 113% 930 84.41%
LWA
2918
Lineweaver Wealth Advisors
Ohio
$633M +$45.8M +8% 6.93% 61.4% 163 16.56%
MWA
2919
Meridian Wealth Advisors
Texas
$632M +$43.4M +7% 6.88% 68.8% 183 8.74%
RC
2920
Riposte Capital
New York
$632M +$84.8M +15% 22% 215% 39 64.1%
ERIC
2921
Eagle Rock Investment Company
Georgia
$632M +$49.3M +8% 11.4% 115% 170 12.94%
KFAA
2922
Klaas Financial Asset Advisors
Illinois
$632M +$51.8M +9% 6.66% 36.2% 47 2.13%
RGC
2923
Rubicon Global Capital
United Kingdom
$632M +$339M +115% 27.5% 10 0%
CA
2924
Capital Advantage
California
$631M +$82.6M +15% 6.31% 44.4% 145 11.03%
ANRF
2925
Adams Natural Resources Fund
Maryland
$631M -$48.7M -7% 5.64% 43% 57 14.04%