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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
OFS
3201
Orrstown Financial Services
Pennsylvania
$584M +$110M +23% 6.22% 144 13.89%
MCM
3202
Mitchell Capital Management
Kansas
$584M +$49.2M +9% 12.3% 155% 139 32.37%
PEP
3203
Providence Equity Partners
Rhode Island
$584M -$263M -31% 2.14% 10.6% 3 0%
AWC
3204
Abundance Wealth Counselors
Pennsylvania
$583M +$49.3M +9% 7.8% 94.7% 175 9.14%
SWA
3205
SOA Wealth Advisors
New York
$583M +$50.9M +10% 9.65% 79.1% 938 11.09%
JSA
3206
Jacobson & Schmitt Advisors
Wisconsin
$583M +$18.5M +3% 6.15% 70.3% 91 29.67%
AIM
3207
Advyzon Investment Management
Illinois
$583M +$131M +29% 8.01% 500 28.2%
PDL
3208
Portfolio Design Labs
California
$582M +$73.1M +14% 7.94% 230 48.26%
AL
3209
AIP LLC
New York
$582M -$131M -18% 12.5% 86.8% 2 0%
PAMI
3210
Perseverance Asset Management International
Cayman Islands
$582M +$185M +46% 20.2% 68.4% 15 40%
LNWTC
3211
Laird Norton Wetherby Trust Company
Washington
$582M -$146M -20% 6.92% 70.2% 73 16.44%
TCM
3212
Topline Capital Management
California
$582M -$1.86M -0.3% 1.19% 53 41.51%
CRB
3213
Chad R. Baker
$581M +$42.8M +8% 9.12% 108% 54 7.41%
BPC
3214
Bearing Point Capital
Minnesota
$581M +$37.6M +7% 8.86% 171 7.6%
SAM
3215
Sompo Asset Management
Japan
$581M +$5.2M +0.9% 7.71% 84.7% 194 10.31%
FGA
3216
Fortis Group Advisors
New Jersey
$581M +$30.1M +5% 9.34% 91.2% 568 12.68%
FTC
3217
Farmers Trust Company
Ohio
$580M +$44.8M +8% 7.64% 73.5% 198 8.08%
BWP
3218
Balboa Wealth Partners
Arizona
$580M +$81.2M +16% 15.6% 158% 432 17.36%
LC
3219
Lavaca Capital
Texas
$580M +$311M +116% 3.87% 32% 284 10.92%
EAMA
3220
EFG Asset Management (Americas)
Florida
$579M +$37M +7% 7.66% 112% 150 12.67%
CCP
3221
Clifford Capital Partners
Utah
$579M +$54.1M +10% 9.86% 54% 50 22%
PIFP
3222
Partners in Financial Planning
Virginia
$578M +$36.2M +7% 4.93% 31.6% 116 8.62%
PCWA
3223
Pacific Capital Wealth Advisors
California
$578M +$33M +6% 5.07% 46.9% 84 19.05%
OWM
3224
Opes Wealth Management
California
$578M +$14.7M +3% 8.87% 54.1% 151 8.61%
HCM
3225
Hutchinson Capital Management
California
$578M +$29.8M +5% 4.85% 46.5% 98 7.14%