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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
4126
Oak Asset Management
California
$232M +$9.28M +4% 98
P2P
4127
Phase 2 Partners
California
$232M +$10.4M +5% 34
LPP
4128
Long Path Partners
Connecticut
$232M +$1.72M +0.7% 16
SIM
4129
Symetra Investment Management
Connecticut
$232M +$44.6M +24% 3
EBT
4130
Enterprise Bank & Trust
Massachusetts
$231M +$20M +9% 103
WWP
4131
WR Wealth Planners
Missouri
$231M +$69M +43% 956
WWM
4132
WT Wealth Management
Arizona
$231M +$25.6M +12% 113
WI
4133
Wahed Invest
New York
$231M +$38.5M +20% 249
RW
4134
Regimen Wealth
Georgia
$231M +$81.8M +55% 74
SC
4135
Schiavi & Co
Delaware
$231M +$73.5M +47% 22
FFA
4136
Fairfield Financial Advisors
Massachusetts
$231M +$12.8M +6% 344
ST
4137
Somerset Trust
Pennsylvania
$231M -$7.77M -3% 152
CWM
4138
Centric Wealth Management
Illinois
$230M +$33.2M +17% 115
FHC
4139
Forest Hill Capital
Arkansas
$230M -$6.45M -3% 49
CI
4140
Cavalier Investments
Georgia
$230M -$48.1M -17% 102
CA
4141
Crumly & Associates
Illinois
$230M -$34.8M -13% 115
SAS
4142
Stelac Advisory Services
New York
$230M +$9.31M +4% 157
IBOK
4143
Independence Bank of Kentucky
Kentucky
$230M +$7.11M +3% 448
AI
4144
ArchPoint Investors
Florida
$230M +$18.6M +9% 57
MWAM
4145
Manhattan West Asset Management
California
$230M +$33.9M +17% 135
CA
4146
Centerpoint Advisors
Massachusetts
$230M +$16.5M +8% 680
TFA
4147
Triad Financial Advisors
North Carolina
$230M +$5.49M +2% 115
JWM
4148
Jeppson Wealth Management
California
$230M -$8.1M -3% 210
BF
4149
Blankinship & Foster
California
$230M -$403K -0.2% 55
PP
4150
Prosperity Planning
Missouri
$230M +$27.2M +13% 90