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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
OKSA
4026
O'Keefe Stevens Advisory
New York
$405M +$19.4M +5% 5.68% 216% 79 20.25%
PWS
4027
Peterson Wealth Services
Utah
$405M +$13.7M +3% 3.31% 153% 223 5.83%
CWM
4028
Compass Wealth Management
Connecticut
$405M +$3.56M +0.9% 4.4% 102% 79 8.86%
MYA
4029
Meiji Yasuda America
New York
$404M -$31.1M -7% 3.58% 58 5.17%
CA
4030
COFG Advisors
Illinois
$404M -$488K -0.1% 1.71% 247 10.12%
NFG
4031
Northeast Financial Group
Pennsylvania
$404M -$38.2M -9% 0.68% 31.6% 103 17.48%
ACM
4032
Aspen Capital Management
Idaho
$404M +$177K +0% 0.37% 84 13.1%
KIC
4033
Keating Investment Counselors
Florida
$404M +$43.1M +12% 13.5% 43.7% 65 13.85%
DI
4034
Diligent Investors
California
$404M -$2.9M -0.7% 0.73% 71.9% 357 8.12%
MI
4035
M3F Inc
Utah
$404M +$39.4M +11% 8.41% 176% 30 23.33%
MSCM
4036
McElhenny Sheffield Capital Management
Texas
$403M -$7.55M -2% 0.06% 86.3% 115 30.43%
FFM
4037
Flagstone Financial Management
Nebraska
$403M +$12.9M +3% 0.46% 43.9% 72 9.72%
CL
4038
CLG LLC
California
$403M +$1.07M +0.3% 3.61% 149 14.09%
SCP
4039
Steamboat Capital Partners
New York
$403M +$38M +10% 0.39% 280% 69 33.33%
BC
4040
Bridgefront Capital
Texas
$402M +$4.52M +1% 0.06% 52.1% 807 76.7%
UWM
4041
United Wealth Management
Virginia
$402M +$15.7M +4% 0.29% 24 0%
MM
4042
Meridian Management
Arkansas
$402M -$2.01M -0.5% 0.96% 57.8% 88 17.05%
IIA
4043
Integral Investment Advisors
California
$402M -$1.44M -0.4% 2.97% 60% 182 7.69%
BWA
4044
Beam Wealth Advisors
Louisiana
$402M +$37.4M +10% 0.46% 59.7% 119 19.33%
FIM
4045
Fruth Investment Management
Texas
$401M +$30.5M +8% 12.6% 71% 233 8.15%
TGV
4046
TRV GP V
Massachusetts
$401M -$28.2M -7% 5.38% 3 0%
CNC
4047
Citizens & Northern Corp
Pennsylvania
$401M -$2.55M -0.6% 0.73% 73.3% 131 14.5%
SFCL
4048
Strengthening Families & Communities LLC
Massachusetts
$401M +$120M +43% 0.96% 106% 684 54.97%
AIM
4049
Alpine Investment Management
Hong Kong
$401M +$16.4M +4% 18.3% 33.7% 15 46.67%
BLC
4050
Brown, Lisle/Cummings
Rhode Island
$400M -$5.47M -1% 0.18% 61.8% 1,029 28.67%