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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
GPWA
3401
Great Point Wealth Advisors
Massachusetts
$385M +$51.2M +15% 9.23% 66 13.64%
SDWMA
3402
Schneider Downs Wealth Management Advisors
Pennsylvania
$385M -$47.2M -11% 10.7% 43.5% 127 19.69%
SW
3403
SkyOak Wealth
Michigan
$384M +$42.1M +12% 11.1% 73.4% 258 14.73%
SIC
3404
SFE Investment Counsel
California
$384M +$40.4M +12% 14% 78.2% 120 9.17%
LT
3405
Legacy Trust
Michigan
$384M +$40.2M +12% 14.4% 95% 160 5%
KC
3406
Kingfisher Capital
North Carolina
$384M +$16.7M +5% 12.1% 58.5% 182 17.03%
TWM
3407
TMD Wealth Management
Arizona
$384M +$33M +9% 6.59% 2.41% 66 28.79%
MC
3408
Miramar Capital
Illinois
$384M +$15.8M +4% 11.5% 47.3% 68 11.76%
LPAM
3409
Legion Partners Asset Management
California
$384M +$51M +15% 15.4% 95.5% 15 26.67%
ONPI
3410
Owls Nest Partners IA
Pennsylvania
$383M +$74.6M +24% 32.4% 94.2% 16 31.25%
KHCM
3411
Kettle Hill Capital Management
New York
$383M -$66.2M -15% 18.5% 24% 59 71.19%
OBWP
3412
O'Brien Wealth Partners
Massachusetts
$383M +$34.4M +10% 9.44% 56.7% 63 12.7%
BHPW
3413
Beverly Hills Private Wealth
California
$383M +$46.8M +14% 10.3% 71.6% 356 20.51%
RP
3414
Rice Partnership
Hawaii
$383M +$29.7M +8% 12.7% 123% 141 14.18%
WAAG
3415
Wealth Alliance Advisory Group
Kansas
$383M +$45.6M +14% 9.12% 66.9% 191 10.47%
BCM
3416
Blume Capital Management
California
$383M +$44.6M +13% 10.9% 96.9% 326 6.13%
AFIA
3417
America First Investment Advisors
Nebraska
$383M +$22M +6% 7.68% 89.6% 98 2.04%
EP
3418
Eudaimonia Partners
Tennessee
$382M -$30.3M -7% 11% 354 37.01%
ODG
3419
O'Dell Group
Ohio
$382M +$53.9M +16% 12.4% 72.2% 512 83.59%
EIA
3420
Eldridge Investment Advisors
New Hampshire
$382M +$80.5M +27% 8.75% 41.3% 158 19.62%
LA
3421
LexAurum Advisors
Kansas
$381M +$39.4M +12% 9.58% 313 13.42%
KMC
3422
Kirr Marbach & Co
Indiana
$381M +$28.6M +8% 10.7% 135% 55 7.27%
LCM
3423
Liberty Capital Management
Michigan
$381M +$42.4M +13% 11.8% 156 7.69%
PCM
3424
Punch Card Management
Florida
$381M +$34.9M +10% 14% 41% 5 0%
AAM
3425
AR Asset Management
California
$381M +$24.4M +7% 8.04% 59.5% 112 1.79%