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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
OPTFSNA
4151
Old Point Trust & Financial Services N A
Virginia
$217M +$17.8M +9% 10.4% 72.6% 81 7.41%
AC
4152
Arjuna Capital
North Carolina
$217M +$13.5M +7% 8.59% 74.9% 106 23.58%
FLA
4153
Financial Life Advisors
Texas
$217M +$17.2M +9% 5.68% 42.7% 84 34.52%
APWM
4154
Atlas Private Wealth Management
New York
$217M +$78.6M +57% 5.88% 19.8% 111 6.31%
LFA
4155
Landmark Financial Advisors
Kentucky
$217M +$27.4M +14% 8.41% 11.8% 87 9.2%
WWM
4156
Wiser Wealth Management
Georgia
$216M +$25.1M +13% 5.59% 46.7% 38 15.79%
E
4157
ETFidea
New York
$216M +$22.3M +12% 8.37% 22.7% 113 15.93%
TWD
4158
True Wealth Design
Ohio
$216M 10.2% 53% 803
MWC
4159
MBM Wealth Consultants
Missouri
$216M +$8.71M +4% 6.2% 52.6% 364 29.95%
RCGI
4160
Ribbit Capital GP II
California
$216M -$51.8M -19% 19.4% 1 0%
AP
4161
Agilis Partners
Massachusetts
$215M +$56.8M +36% 7.14% 8.47% 23 8.7%
IVSFI
4162
IA Venture Strategies Fund II
New York
$215M -$79.4M -27% 26% 375% 2 0%
LC
4163
LCNB Corp
Ohio
$215M +$31.3M +17% 11.1% 60.1% 177 10.73%
IC
4164
Innealta Capital
Texas
$215M +$29.1M +16% 8.62% 52.1% 71 26.76%
NOCM
4165
Night Owl Capital Management
Connecticut
$215M -$25.2M -10% 2.79% 150% 18 16.67%
GGPE
4166
Golden Gate Private Equity
California
$215M -$627K -0.3% 0.67% 8.72% 4 25%
TCM
4167
Tradewinds Capital Management
Washington
$215M -$29.4M -12% 7.55% 85.2% 542 13.65%
FCP
4168
Fosse Capital Partners
United Kingdom
$214M +$19.7M +10% 1.97% 68.6% 4 0%
WCM
4169
Weik Capital Management
Pennsylvania
$214M +$13.6M +7% 9.72% 67.4% 105 8.57%
BWP
4170
Bernardo Wealth Planning
Pennsylvania
$214M +$37.2M +21% 6.18% 50.7% 95 16.84%
SCMS
4171
Serenity Capital Management (Singapore)
Singapore
$214M 14.1% 20.4% 3
LMKC
4172
L.M. Kohn & Company
Ohio
$214M +$9.56M +5% 5.33% 97.9% 232 10.34%
SFS
4173
Shaker Financial Services
Virginia
$214M +$11.2M +6% 4.21% 13.1% 178 30.9%
PFSC
4174
Peoples Financial Services Corp
Pennsylvania
$214M +$19.8M +10% 12.6% 93% 281 3.2%
CMI
4175
Clare Market Investments
Texas
$214M -$18M -8% 2.7% 144 28.47%