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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
SDWMA
3076
Schneider Downs Wealth Management Advisors
Pennsylvania
$298M +$5.48M +2% 0.11% 55% 103 12.62%
SA
3077
Strategic Advisors
New York
$298M +$30.1M +11% 11.2% 87.3% 160 15.63%
AIS
3078
American Investment Services
Massachusetts
$298M +$13.5M +5% 6.5% 63.1% 138 5.07%
OIA
3079
Optimum Investment Advisors
Illinois
$298M +$10.8M +4% 9.99% 125% 968 16.12%
LSPW
3080
Lake Street Private Wealth
Illinois
$298M +$27.8M +10% 9.55% 92.5% 162 8.02%
GMA
3081
Goldstein Munger & Associates
California
$298M +$32.4M +12% 7.61% 11.9% 39 5.13%
AW
3082
Avion Wealth
Texas
$297M +$10M +3% 1.84% 45.4% 321 18.07%
BRC
3083
Bishop Rock Capital
New York
$297M -$7.17M -2% 8.62% 35.4% 23 0%
BPM
3084
Blue Pool Management
Hong Kong
$297M +$76.4M +35% 8.79% 72.8% 37 24.32%
CIG
3085
Consolidated Investment Group
Colorado
$297M +$32.6M +12% 11.7% 140% 62 0%
CWC
3086
Carolinas Wealth Consulting
North Carolina
$297M +$43.3M +17% 8.78% 24.6% 1,031 32.2%
WC
3087
Westwind Capital
New Mexico
$297M +$33.4M +13% 22.8% 78.1% 44 15.91%
OAM
3088
Oberweis Asset Management
Illinois
$297M +$42.4M +17% 31.3% 485% 152 36.18%
TCWA
3089
Ten Capital Wealth Advisors
Washington
$297M 6.86% 25% 107
KCPG
3090
Kavar Capital Partners Group
Kansas
$297M +$36.1M +14% 9.16% 77.2% 146 18.49%
HC
3091
Hourglass Capital
Texas
$296M +$14M +5% 5.02% 89.6% 120 3.33%
GAM
3092
Gould Asset Management
California
$296M +$10.8M +4% 5.76% 42.8% 141 9.93%
SIA
3093
Strategic Investment Advisors
Michigan
$296M +$31.1M +12% 5.33% 66.1% 193 21.24%
CRCP
3094
Copper Rock Capital Partners
Massachusetts
$296M -$286M -49% 16.9% 67 35.82%
MP
3095
Mediatel Partners
Texas
$296M +$40.8M +16% 16.5% 11.6% 2 0%
CCM
3096
Carderock Capital Management
Maryland
$296M +$24.7M +9% 14% 88.6% 73 10.96%
PC
3097
Peavine Capital
Nevada
$296M +$1.42M +0.5% 3.81% 27.7% 11 9.09%
MFS
3098
McNamara Financial Services
Massachusetts
$295M +$15.7M +6% 5.59% 42.6% 51 11.76%
RRCP
3099
Rip Road Capital Partners
Massachusetts
$295M +$85.9M +41% 38.3% 121% 19 15.79%
CG
3100
CFO4Life Group
Texas
$295M +$35.1M +13% 17.5% 56.7% 141 19.15%