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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
OHA
4251
Oak Hill Advisors
New York
$107M -$10.2M -9% 0.92% 55.9% 5 20%
NF
4252
Nikulski Financial
Iowa
$107M -$1.21M -1% 7.11% 74.4% 96 33.33%
HMS
4253
Hanseatic Management Services
New Mexico
$107M -$9.24M -8% 14.9% 468 38.89%
BIG
4254
Boothe Investment Group
Delaware
$107M +$380K +0.4% 2.51% 59.8% 24 8.33%
HFP
4255
Holistic Financial Partners
Indiana
$107M +$19.8M +23% 4.15% 95.7% 83 59.04%
MFG
4256
Monte Financial Group
Connecticut
$107M +$8.66M +9% 7.77% 55% 74 12.16%
KAM
4257
Kazazian Asset Management
Florida
$107M -$2.31M -2% 2.51% 99 16.16%
CCM
4258
Copernicus Capital Management
California
$107M -$31.3M -23% 14.7% 126% 23 43.48%
ECM
4259
Engine Capital Management
New York
$106M -$39.8M -27% 1.96% 22.2% 57 22.81%
LMAM
4260
Legg Mason Asset Management
Japan
$106M -$21M -17% 7.7% 131 6.11%
EI
4261
EDMP Inc
Florida
$106M +$9.13M +9% 9.23% 68.1% 58 8.62%
JA
4262
JVL Associates
Michigan
$106M +$3.55M +3% 2.46% 73.3% 39 7.69%
ONST
4263
Old North State Trust
North Carolina
$106M 5.66% 382
WA
4264
Wilshire Advisors
California
$106M -$209K -0.2% 1.47% 100% 29 13.79%
AWM
4265
Avondale Wealth Management
Texas
$106M -$14.9M -12% 5.75% 78.6% 100 7%
CMBA
4266
C.M. Bidwell & Associates
Hawaii
$106M -$2.25M -2% 7.74% 59.8% 500 43%
CCP
4267
Clifford Capital Partners
Utah
$106M +$9.34M +10% 4.94% 54% 33 9.09%
CFN
4268
Cordasco Financial Network
Florida
$105M +$3.2M +3% 5.19% 31.1% 416 14.18%
UIA
4269
UBP Investment Advisors
Switzerland
$105M +$19.8M +23% 1.36% 11.2% 60 30%
PM
4270
Penbrook Management
New York
$104M +$443K +0.4% 5.86% 103% 116 14.66%
OCM
4271
Orser Capital Management
Texas
$104M -$10.6M -9% 11.4% 122% 97 21.65%
WCM
4272
Washington Capital Management
Washington
$104M +$6.92M +7% 6.96% 76.9% 108 10.19%
ILM
4273
Indigo Latam Management
Arizona
$104M +$33.2M +47% 46.9% 39.3% 1 0%
MI
4274
M3F Inc
Utah
$104M +$11.4M +12% 2.11% 146% 30 16.67%
LI
4275
Longer Investments
Arkansas
$104M +$837K +0.8% 3.97% 20.4% 35 28.57%