We are live on ! Find out more

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
WAM
3251
Wilsey Asset Management
California
$241M +$45.8M +23% 19.6% 55% 25 28%
SIAP
3252
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$241M +$52M +27% 25.6% 97.5% 460 11.3%
BRM
3253
Boston Research & Management
Massachusetts
$241M +$41.5M +21% 19% 48.2% 98 7.14%
OCM
3254
Oakwood Capital Management
California
$240M +$51.2M +27% 20.4% 72.7% 58 25.86%
TFS
3255
Thoroughbred Financial Services
Tennessee
$240M -$40.4M -14% 24.3% 121% 270 29.63%
OBWP
3256
O'Brien Wealth Partners
Massachusetts
$240M +$62.1M +35% 18.7% 56.7% 36 36.11%
RAM
3257
Redmond Asset Management
Virginia
$240M +$39.1M +19% 29.4% 59.1% 169 10.06%
IMRF
3258
Illinois Municipal Retirement Fund
Illinois
$240M +$38.8M +19% 18.7% 82.2% 276 49.28%
MIM
3259
Martin Investment Management
Florida
$240M +$42.5M +22% 19.7% 44.7% 47 21.28%
LI
3260
Lafayette Investments
Maryland
$240M +$31.8M +15% 13.2% 63.2% 84 13.1%
RCP
3261
Rothschild Capital Partners
New York
$240M +$59.8M +33% 21.2% 81.8% 38 13.16%
DIM
3262
Delta Investment Management
California
$240M +$109M +83% 25.8% 58.1% 160 41.88%
NWP
3263
Northstar Wealth Partners
Connecticut
$239M +$42.7M +22% 17.3% 36.2% 186 15.05%
MFG
3264
MidWestOne Financial Group
Iowa
$239M -$32.7M -12% 9.17% 62.7% 206 39.81%
SPA
3265
Sentinel Pension Advisors
Massachusetts
$239M +$33.8M +16% 15.4% 46.5% 72 5.56%
HWA
3266
HHM Wealth Advisors
Tennessee
$239M +$34.5M +17% 18.9% 62.3% 542 18.08%
DBIA
3267
Dumont & Blake Investment Advisors
New Jersey
$239M +$44.3M +23% 21.1% 59.4% 187 13.9%
LC
3268
Lincoln Capital
Nebraska
$239M +$40.9M +21% 15.9% 63.8% 81 12.35%
CBTWT
3269
Community Bank & Trust (Waco, Texas)
Texas
$239M +$39.2M +20% 20.1% 76.6% 124 12.9%
HJIM
3270
Henry James International Management
New York
$239M +$44.2M +23% 25.1% 123% 134 10.45%
KIP
3271
Kayak Investment Partners
California
$239M +$13.1M +6% 41.1% 27% 26 42.31%
CCM
3272
Compton Capital Management
Rhode Island
$239M +$35.7M +18% 20.8% 75.6% 133 11.28%
RTM
3273
Rizvi Traverse Management
Florida
$239M +$120M +102% 81.8% 2 0%
BA
3274
BCM Advisors
Louisiana
$239M +$30.8M +15% 8.95% 59.3% 50 14%
SAG
3275
Spotlight Asset Group
Illinois
$239M +$50.6M +27% 17.6% 157 36.94%