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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
OAM
3451
Occidental Asset Management
California
$151M +$12M +9% 6.42% 65.6% 144 22.92%
NG
3452
Northstar Group
New York
$151M +$5.88M +4% 4.51% 61.8% 111 9.01%
IF
3453
Ironwood Financial
Arizona
$151M +$8.36M +6% 2.83% 48.8% 291 4.47%
CMO
3454
Covenant Multifamily Offices
Texas
$151M -$12.4M -8% 5.96% 38.3% 40 42.5%
DJC
3455
Daily Journal Corp
California
$151M +$4.44M +3% 3.12% 108% 4 0%
MWM
3456
Marietta Wealth Management
Georgia
$151M +$25.7M +21% 4.55% 74.7% 125 16%
LWIC
3457
Leith Wheeler Investment Counsel
British Columbia, Canada
$151M -$5.84M -4% 5.92% 46.8% 43 93.02%
LBS
3458
Lawrence B. Seidman
$151M +$8.55M +6% 4.85% 12.3% 28 14.29%
SCM
3459
SkyTop Capital Management
New Jersey
$150M -$15.5M -9% 10.2% 50.2% 21 42.86%
BWL
3460
Bogart Wealth LLC
Virginia
$150M +$2.67M +2% 5.32% 60.5% 73 26.03%
KCM
3461
Kempner Capital Management
Texas
$150M +$12.6M +9% 1.85% 60.9% 68 8.82%
WCA
3462
Westover Capital Advisors
Delaware
$150M +$10.3M +7% 5.78% 117% 115 26.96%
TWM
3463
Torch Wealth Management
Ohio
$150M +$8.27M +6% 5.16% 48.8% 99 7.07%
IWM
3464
IHT Wealth Management
Illinois
$150M +$17.7M +13% 5.77% 63% 1,372 14.58%
HRC
3465
Hoertkorn Richard Charles
$150M +$5.45M +4% 4.37% 172% 89 3.37%
OLA
3466
Oliver Luxxe Assets
New Jersey
$150M +$5.08M +4% 5.99% 141% 93 17.2%
GAAM
3467
Guinness Atkinson Asset Management
California
$150M +$2.3M +2% 5.69% 97% 65 6.15%
CLA
3468
Cranberry Lake Advisors
Texas
$149M -$8.38M -5% 4.39% 31.5% 12 16.67%
PAG
3469
Private Advisory Group
Washington
$149M +$4.16M +3% 5.48% 134% 175 49.71%
CGI
3470
Cougar Global Investments
Ontario, Canada
$149M +$7.68M +5% 2.67% 17.4% 13 38.46%
BSP
3471
Benefit Street Partners
New York
$149M +$17.8M +14% 5.21% 27 33.33%
DR
3472
Davis Rea
Ontario, Canada
$149M +$8.29M +6% 8.65% 50% 38 5.26%
APSP
3473
Asset Planning Services (Pennsylvania)
Pennsylvania
$149M +$22.2M +18% 5.2% 62.1% 326 22.09%
IR
3474
Invictus RG
Bermuda
$149M -$702K -0.5% 11.1% 289% 935 62.25%
CCPM
3475
Cooper Creek Partners Management
New York
$148M +$2.18M +1% 8.09% 56.1% 40 62.5%