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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
WOC
3826
West Oak Capital
California
$146M -$31.6M -18% 15.9% 110% 340 17.65%
IVMX
3827
Institutional Venture Management XIV
California
$146M -$53.2M -27% 13.9% 18.1% 4 0%
IF
3828
Ironwood Financial
Arizona
$146M -$72.2M -33% 6.5% 48.8% 427 21.55%
FLA
3829
Financial Life Advisors
Texas
$146M -$18.9M -11% 11.7% 42.7% 46 52.17%
PL
3830
Polianta Ltd
Jersey
$146M -$18.4M -11% 20.1% 31.6% 109 86.24%
LFA
3831
Landmark Financial Advisors
Kentucky
$146M -$25.9M -15% 18.7% 11.8% 72 19.44%
HCIA
3832
Hochman Cole Investment Advisors
Illinois
$146M -$37.8M -21% 17.7% 42.7% 120 20.83%
FAAM
3833
First Ascent Asset Management
Colorado
$146M -$17.2M -11% 12.4% 4.15% 35 14.29%
KFO
3834
Kopp Family Office
Minnesota
$146M -$11.7M -7% 8.8% 34% 5 0%
SM
3835
Scoggin Management
New York
$146M -$119M -45% 31.3% 889% 52 67.31%
HPC
3836
Hobart Private Capital
North Carolina
$146M -$17.7M -11% 14.6% 52.5% 175 29.71%
PFS
3837
Physicians Financial Services
North Carolina
$145M -$39.4M -21% 14.8% 100% 122 16.39%
FCI
3838
FirstMark Capital I
New York
$145M -$30.1M -17% 17.2% 1 0%
DFA
3839
Delta Financial Advisors
Louisiana
$145M -$110M -43% 18.9% 96% 113 15.93%
FWM
3840
Foresight Wealth Management
Utah
$145M -$17.2M -11% 16.5% 19.1% 131 26.72%
OAM
3841
Ostrum Asset Management
France
$145M -$65.2M -31% 7.3% 107% 87 39.08%
SF
3842
Symphony Financial
Texas
$145M 9.79% 85.7% 94
AF
3843
Affiance Financial
Minnesota
$145M -$36.2M -20% 18.5% 50.1% 153 19.61%
PIC
3844
PCJ Investment Counsel
Ontario, Canada
$145M -$77.4M -35% 22.3% 164% 79 48.1%
SCI
3845
Stableford Capital II
Arizona
$145M +$35.2M +32% 2.52% 59.3% 115 73.04%
SRAM
3846
Spouting Rock Asset Management
Pennsylvania
$145M -$248M -63% 10.2% 74.7% 166 46.99%
SWM
3847
Shakespeare Wealth Management
Wisconsin
$145M -$40.1M -22% 22.6% 49.6% 76 28.95%
EH
3848
Employers Holdings
Nevada
$144M -$46.4M -24% 19.4% 191 24.61%
FA
3849
FC Advisory
Pennsylvania
$144M -$27.5M -16% 13.7% 42.9% 61 19.67%
WR
3850
Watson Rebecca
$144M -$20.4M -12% 11.5% 90 20%