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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
AIA
2951
Alera Investment Advisors
Illinois
$434M +$10.9M +3% 6.94% 28.9% 181 8.84%
DCM
2952
Divisar Capital Management
California
$434M +$25.2M +6% 7.93% 194% 35 14.29%
CBB
2953
Citizens Business Bank
California
$434M -$2.83M -0.6% 6% 108% 122 13.93%
OHIS
2954
Oak Harvest Investment Services
Texas
$434M +$49.5M +13% 6.19% 112% 106 16.04%
CFFP
2955
Center for Financial Planning
Michigan
$434M +$22.1M +5% 6.06% 57.5% 559 6.8%
OWSCM
2956
One William Street Capital Management
New York
$433M +$329M +313% 3.46% 44% 4 25%
PC
2957
Peavine Capital
Nevada
$433M +$6.91M +2% 4.07% 27.7% 13 7.69%
OWA
2958
One Wealth Advisors
California
$433M -$4.98M -1% 8.4% 66% 639 70.42%
SI
2959
Sapience Investments
California
$433M -$43.8M -9% 1.48% 54.9% 82 7.32%
KFAA
2960
Klaas Financial Asset Advisors
Illinois
$432M +$29.9M +7% 4.13% 36.2% 46 10.87%
LBIM
2961
Land & Buildings Investment Management
Connecticut
$432M -$31.8M -7% 5.54% 53.9% 24 25%
SC
2962
Sagefield Capital
Texas
$432M +$37.8M +10% 3.58% 115% 123 44.72%
HPCM
2963
Hein Park Capital Management
New York
$432M +$84.5M +24% 2.22% 122% 9 11.11%
NAS
2964
NWF Advisory Services
California
$431M 8.09% 111% 284
DW
2965
Domani Wealth
Pennsylvania
$431M +$31.3M +8% 7.05% 48.6% 122 8.2%
FI
2966
Fractal Investments
Connecticut
$430M +$10.8M +3% 2.37% 86.4% 104 19.23%
1WA
2967
180 Wealth Advisors
Washington
$430M +$4.58M +1% 10.8% 136% 390 12.56%
DWA
2968
Divergent Wealth Advisors
Utah
$429M +$30.2M +8% 6.03% 14.7% 32 15.63%
CWS
2969
Confluence Wealth Services
Pennsylvania
$429M +$44.1M +11% 6.03% 64.5% 262 12.21%
PGCM
2970
Prescott Group Capital Management
Oklahoma
$428M -$30.5M -7% 2.08% 148% 205 30.24%
WAM
2971
Winslow Asset Management
Ohio
$428M +$5.81M +1% 8.31% 89.9% 76 7.89%
ME
2972
McIlrath & Eck
Washington
$428M +$40.1M +10% 6.96% 44% 982 16.19%
AACA
2973
American Assets Capital Advisers
California
$428M +$15.3M +4% 11.2% 73.5% 41 29.27%
HPA
2974
High Probability Advisors
New York
$428M +$62.8M +17% 4.19% 49.7% 44 2.27%
BIA
2975
Bell Investment Advisors
California
$427M +$25.8M +6% 3.44% 41% 2,026 10.22%