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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
OFA
4276
Oak Family Advisors
Illinois
$199M -$57M -22% 10.5% 83.5% 149 20.81%
PIC
4277
Portland Investment Counsel
Ontario, Canada
$199M +$9.78M +5% 18.1% 104% 37 10.81%
ONPI
4278
Owls Nest Partners IA
Pennsylvania
$199M -$24.7M -11% 22.9% 94.2% 15 13.33%
PBPIA
4279
Pivotal bioVenture Partners Investment Advisor
California
$199M -$12.8M -6% 2.18% 731% 11 0%
DC
4280
DeDora Capital
California
$198M -$48.9M -20% 15.9% 81.7% 415 78.07%
RRC
4281
Relaxing Retirement Coach
Massachusetts
$198M +$3.36M +2% 13.8% 28.6% 60 13.33%
AIM
4282
AMI Investment Management
Indiana
$198M -$29.6M -13% 14.4% 47.9% 74 6.76%
RFN
4283
RDA Financial Network
Iowa
$198M -$38.7M -16% 13.2% 82.1% 243 18.52%
QWM
4284
Quaker Wealth Management
New Jersey
$198M -$32.3M -14% 10.6% 54 24.07%
WC
4285
Wynnefield Capital
New York
$198M -$64.1M -24% 19% 110% 22 9.09%
IA
4286
IFG Advisors
Missouri
$198M -$28.6M -13% 15% 71.6% 107 7.48%
BO
4287
Bank OZK
Arkansas
$198M -$35.7M -15% 10.6% 81.7% 126 9.52%
MA
4288
Modus Advisors
Minnesota
$198M -$30.5M -13% 13.1% 69.8% 101 7.92%
AMIM
4289
Aull & Monroe Investment Management
Alabama
$198M -$24.3M -11% 8.78% 96.6% 135 4.44%
NCM
4290
Neumann Capital Management
California
$197M -$38M -16% 14.9% 79.4% 87 6.9%
PCA
4291
Prospect Capital Advisors
California
$197M -$17.9M -8% 7.8% 136% 31 25.81%
FFA
4292
Founders Financial Alliance
North Carolina
$197M -$27.8M -12% 14.3% 72.5% 550 29.09%
BWM
4293
BCGM Wealth Management
Indiana
$197M +$13.2M +7% 12% 47.4% 112 12.5%
BBNB
4294
Baker Boyer National Bank
Washington
$197M -$10.6M -5% 13.6% 44.7% 85 9.41%
WIC
4295
WealthBridge Investment Counsel
Alberta, Canada
$197M -$29.4M -13% 10.9% 92.5% 40 7.5%
SC
4296
Sawyer & Company
Massachusetts
$197M -$25.3M -11% 10.6% 97.4% 180 7.22%
GWM
4297
Grand Wealth Management
Michigan
$197M -$17.2M -8% 10.3% 44.3% 62 12.9%
PCM
4298
Passive Capital Management
Maryland
$196M +$9.78M +5% 10.5% 28.1% 52 15.38%
BAMG
4299
Brand Asset Management Group
Missouri
$196M -$30.1M -13% 15.2% 56.7% 85 14.12%
CSWG
4300
Cardinal Strategic Wealth Guidance
Kentucky
$196M -$21.8M -10% 13.4% 53.4% 104 20.19%