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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
NWM
4101
Northwest Wealth Management
Iowa
$123M +$51.3M +72% 4.05% 63.4% 92 31.52%
CRA
4102
Circle Road Advisors
New York
$123M 6.92% 19
AIC
4103
Ayalon Insurance Company
Israel
$123M 6.5% 89.3% 45
WEO
4104
William E. Oberndorf
$123M -$4.63M -4% 3.07% 36.2% 8 0%
WPW
4105
Winthrop Partners - WNY
New York
$123M 5.26% 124
LP
4106
Luzich Partners
Nevada
$122M +$3.73M +3% 11.6% 21 28.57%
DE
4107
Day & Ennis
Georgia
$122M +$8.91M +8% 3.51% 15.2% 81 9.88%
SFG
4108
Summit Financial Group
West Virginia
$122M +$2.11M +2% 5.12% 26.1% 122 7.38%
OAJ
4109
Ogorek Anthony Joseph
New York
$122M +$19.6M +19% 3.87% 61.1% 140 52.86%
ADBIC
4110
A.D. Beadell Investment Counsel
Wisconsin
$122M +$4.62M +4% 4.1% 74.9% 93 10.75%
RFO
4111
RiverGlades Family Offices
Florida
$122M 2.36% 70
CAIMH
4112
Central Asset Investments & Management Holdings
Hong Kong
$122M -$9.47M -7% 9.15% 3,210% 38 60.53%
HCM
4113
HM Capital Management
Missouri
$122M +$8.87M +8% 6.19% 29.6% 39 5.13%
WPEP
4114
Walnut Private Equity Partners
Nebraska
$122M -$2.95M -2% 0.84% 60.6% 22 0%
HFP
4115
Holistic Financial Partners
Indiana
$122M 3.3% 95.7% 452
NIM
4116
Nicollet Investment Management
Minnesota
$122M 8.16% 83.3% 66
PCR
4117
Potrero Capital Research
California
$122M +$2.74M +2% 4.72% 226% 48 35.42%
LFWA
4118
LBJ Family Wealth Advisors
Texas
$122M +$4.17M +4% 4.62% 59% 17 0%
PCAP
4119
Pratt Collard Advisory Partners
New York
$121M 6.03% 91.7% 112
BP
4120
Bandera Partners
New York
$121M +$6.81M +6% 1.15% 55.4% 15 13.33%
PWS
4121
Paragon Wealth Strategies
Florida
$121M +$10.6M +10% 7.3% 59.8% 31 12.9%
KAH
4122
Kathryn A. Hall
$121M +$18.2M +18% 15.3% 95.2% 6 33.33%
SIM
4123
Sigma Investment Management
Oregon
$121M +$4.08M +3% 2.88% 8.4% 16 6.25%
LSC
4124
Lesa Sroufe & Co
Washington
$121M +$6.93M +6% 6.81% 44 6.82%
SIAM
4125
Sterling Investment Advisors (Missouri)
Missouri
$121M +$3.46M +3% 3.02% 37.8% 28 0%