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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
OL
3276
Optas LLC
Texas
$201M -$58.4M -23% 16.4% 118% 161 31.06%
PWS
3277
Private Wealth Strategies
Ohio
$201M -$50.1M -20% 17% 18.8% 81 19.75%
CC
3278
Cognios Capital
Kansas
$200M -$82.9M -29% 15.1% 28.5% 239 40.59%
AAM
3279
ACK Asset Management
Connecticut
$200M -$144M -42% 34.8% 132% 31 61.29%
FM
3280
Family Management
New York
$200M -$89.7M -31% 14.6% 69% 209 37.32%
PWA
3281
Physician Wealth Advisors
Utah
$200M -$24.6M -11% 18.3% 71.3% 130 24.62%
IRM
3282
Income Research & Management
Massachusetts
$200M -$49.2M -20% 0.51% 0.7% 21 19.05%
VAS
3283
Valicenti Advisory Services
New York
$200M -$38.8M -16% 18.4% 119% 73 21.92%
CBTWT
3284
Community Bank & Trust (Waco, Texas)
Texas
$200M -$51M -20% 18.4% 108% 134 18.66%
CMA
3285
Cedar Mountain Advisors
Oregon
$200M -$48M -19% 20.1% 53.8% 274 14.96%
WRTC
3286
Wind River Trust Company
Wyoming
$200M -$52.3M -21% 22.1% 62.1% 10 10%
BRM
3287
Boston Research & Management
Massachusetts
$199M -$67.4M -25% 17.4% 53.8% 101 8.91%
LS
3288
Liquid Strategies
Georgia
$199M +$81.9M +70% 8.14% 46.8% 6 0%
OAM
3289
Occidental Asset Management
California
$199M -$46.5M -19% 11.8% 82.5% 174 33.33%
WCWM
3290
Willow Creek Wealth Management
California
$199M -$20.4M -9% 1.19% 36.5% 83 22.89%
TCMI
3291
Technology Crossover Management IX
California
$199M -$64.2M -24% 22.4% 13% 4 0%
HIM
3292
HawsGoodwin Investment Management
Tennessee
$198M +$7.01M +4% 11.3% 104 15.38%
PCM
3293
Punch Card Management
Florida
$198M -$42M -17% 33.8% 41% 5 60%
GWMIA
3294
Global Wealth Management Investment Advisory
Florida
$198M -$38.2M -16% 16.8% 67.5% 688 16.72%
LC
3295
Lincoln Capital
Nebraska
$198M -$43.8M -18% 18.2% 63.8% 83 18.07%
DBRC
3296
D.B. Root & Company
Pennsylvania
$198M -$28.9M -13% 15% 57.3% 209 21.05%
FNBOH
3297
First National Bank of Hutchinson
Kansas
$198M -$53.3M -21% 18.7% 121% 109 21.1%
CCM
3298
Cutler Capital Management
Massachusetts
$198M -$86.4M -30% 16% 39.7% 114 17.54%
CT
3299
Chicago Trust
Illinois
$198M -$48.1M -20% 17.7% 85.9% 186 15.59%
RA
3300
RMR Advisors
Massachusetts
$198M -$93.2M -32% 27% 2.17% 116 3.45%