We are live on ! Find out more

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
SLA
4101
Silver Lake Advisory
Utah
$126M -$9.12M -7% 2.91% 70.9% 91 21.98%
OKSA
4102
O'Keefe Stevens Advisory
New York
$125M +$12.3M +11% 4.93% 216% 49 26.53%
LA
4103
LFL Advisers
Illinois
$125M +$4.79M +4% 6.26% 83% 10 10%
OWA
4104
One Wealth Advisors
California
$125M +$11.9M +10% 3.89% 66% 601 19.8%
WPP
4105
Whalerock Point Partners
Rhode Island
$125M -$187M -60% 3.38% 103% 200 42%
PMLI
4106
Penn Mutual Life Insurance
Pennsylvania
$125M -$14M -10% 1.26% 1.64% 29 17.24%
LC
4107
Landaas & Company
Wisconsin
$125M +$25.9M +26% 2.38% 60.3% 354 85.31%
WPA
4108
Winning Points Advisors
Florida
$125M +$2.6M +2% 1.76% 77 11.69%
DDC
4109
Daniel Devine & Co
Florida
$125M +$1.99M +2% 3.43% 34.2% 52 9.62%
WCM
4110
Weatherstone Capital Management
Colorado
$125M -$7.41M -6% 1.24% 32% 98 26.53%
KC
4111
Kelso & Company
New York
$125M -$14.5M -10% 10.4% 1 0%
TIA
4112
Tiemann Investment Advisors
California
$125M +$633K +0.5% 1.63% 77% 175 3.43%
LIM
4113
Loudon Investment Management
New Hampshire
$125M -$1.07M -0.9% 1.64% 61.6% 88 5.68%
SCA
4114
Sander Capital Advisors
Washington
$125M +$4.77M +4% 12.8% 68.8% 16 37.5%
HJMC
4115
Hellman Jordan Management Company
Massachusetts
$125M +$64.1M +106% 1.41% 203% 59 44.07%
IC
4116
Investment Counsel
Michigan
$125M +$2.98M +2% 2.33% 50.1% 54 1.85%
MFS
4117
Madrona Financial Services
Washington
$124M -$1.26M -1% 1.88% 75.4% 43 6.98%
LFWA
4118
LBJ Family Wealth Advisors
Texas
$124M +$3.6M +3% 3.74% 59% 17 0%
BCIM
4119
Bishop & Co Investment Management
Pennsylvania
$124M +$6.31M +5% 1.4% 47.6% 22 31.82%
DLHL
4120
Donald L. Hagan LLC
Florida
$124M +$4.01M +3% 2.93% 47.9% 90 20%
PIM
4121
Partner Investment Management
California
$124M +$31.3M +34% 10.1% 168% 124 38.71%
WA
4122
Wheatland Advisors
Pennsylvania
$124M +$2.58M +2% 3.13% 30.5% 98 4.08%
DACG
4123
Donor Advised Charitable Giving
California
$123M -$5.73M -4% 2.33% 365% 18 27.78%
PWA
4124
Peterson Wealth Advisors
Utah
$123M +$2.37M +2% 2.27% 46.4% 49 16.33%
SHA
4125
Seneca House Advisors
Virginia
$123M +$3.48M +3% 0.57% 58.2% 100 11%