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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
OPWM
3251
Oakwell Private Wealth Management
Texas
$560M +$24.5M +5% 81
HA
3252
Harfst & Associates
Wyoming
$560M +$5.58M +1% 126
DIM
3253
Delta Investment Management
California
$559M -$17.5M -3% 319
CFP
3254
Curran Financial Partners
South Carolina
$559M +$32.1M +6% 139
SHIM
3255
Stone House Investment Management
Pennsylvania
$558M -$86.1M -13% 1,181
TCM
3256
Thames Capital Management
New Jersey
$558M -$130M -19% 61
AFFA
3257
ALM First Financial Advisors
Texas
$557M +$52.5M +10% 25
CAM
3258
Cander Asset Management
New York
$557M +$16.7M +3% 57
MSA
3259
Marino Stram & Associates
Massachusetts
$557M +$3.17M +0.6% 193
NI
3260
Naria Inc
Bahamas
$556M +$174M +45% 1
BCL
3261
Bracebridge Capital LLC
Massachusetts
$556M +$281M +102% 45
TAWM
3262
Three Arch Wealth Management
California
$556M +$22.4M +4% 62
TF
3263
TLWM Financial
Texas
$555M +$8.85M +2% 72
HWM
3264
Heirloom Wealth Management
Colorado
$555M +$122M +28% 91
FFA
3265
Founders Financial Alliance
North Carolina
$555M +$25.1M +5% 753
AWA
3266
ARQ Wealth Advisors
Arizona
$555M +$184M +50% 198
SIM
3267
Studio Investment Management
Illinois
$555M +$7.35M +1% 187
MAP
3268
Moody Aldrich Partners
Massachusetts
$555M +$18.7M +3% 214
TC
3269
Truvestments Capital
Florida
$554M +$4.17M +0.8% 1,231
CCA
3270
Childress Capital Advisors
Texas
$554M -$68.4M -11% 450
B
3271
Bellecapital
Switzerland
$554M -$9.1M -2% 152
LFS
3272
Legacy Financial Strategies
Kansas
$554M -$10.6M -2% 143
CSIA
3273
Conrad Siegel Investment Advisors
Pennsylvania
$554M +$26.8M +5% 63
TPA
3274
Trivium Point Advisory
Connecticut
$553M -$440M -44% 356
CA
3275
Crossingbridge Advisors
New York
$553M +$197M +55% 211