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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
OIA
4301
Optimum Investment Advisors
Illinois
$186M -$13.8M -7% 4.74% 125% 918 15.8%
OR
4302
Olympiad Research
Connecticut
$186M -$36.6M -16% 9.21% 189% 358 53.63%
PWM
4303
Paulson Wealth Management
Illinois
$186M -$4.13M -2% 4.83% 47.2% 85 24.71%
CHA
4304
Carmichael Hill & Associates
Maryland
$186M -$4.73M -2% 5.03% 39.7% 886 8.8%
SRC
4305
Stone Run Capital
New York
$186M -$13.2M -7% 2.77% 77.8% 63 11.11%
OM
4306
OpenView Management
Massachusetts
$185M -$39.3M -17% 17.4% 3 0%
AWM
4307
Abound Wealth Management
Tennessee
$185M +$5.63M +3% 6.19% 58.6% 754 84.75%
SPG
4308
Snow Phipps Group
New York
$185M -$6.86M -4% 3.46% 89.2% 2 0%
GWA
4309
GGM Wealth Advisors
Maryland
$185M +$6.05M +3% 1.76% 25.9% 138 7.25%
TAM
4310
Tealwood Asset Management
Minnesota
$185M -$16.6M -8% 6.37% 121% 128 1.56%
CAN
4311
Claraphi Advisory Network
United States
$185M -$99.6M -35% 1.88% 88.3% 309 50.16%
FDS
4312
Freedom Day Solutions
Texas
$185M -$14.6M -7% 4.41% 84.6% 115 18.26%
AWM
4313
Ameliora Wealth Management
Switzerland
$185M +$100M +119% 3.65% 70.1% 238 89.5%
WOC
4314
West Oak Capital
California
$184M -$6.2M -3% 3.68% 110% 354 6.78%
BO
4315
Bank OZK
Arkansas
$184M -$13.4M -7% 6.46% 81.7% 126 12.7%
SFG
4316
Snider Financial Group
Washington
$184M +$638K +0.3% 3.53% 73.7% 65 26.15%
SG
4317
Stagwell Group
Florida
$184M +$40.3M +28% 28% 8.47% 1 0%
LC
4318
LCNB Corp
Ohio
$184M -$8.88M -5% 5.54% 60.1% 167 7.19%
SSWG
4319
Seven Springs Wealth Group
Tennessee
$184M -$15.6M -8% 3.67% 56.4% 69 24.64%
TFA
4320
Triad Financial Advisors
North Carolina
$184M +$3.38M +2% 4.46% 109 12.84%
CVV
4321
Curative Ventures V
Texas
$184M +$8.36M +5% 4.76% 37.7% 1 0%
CCM
4322
Chicago Capital Management
Illinois
$184M +$7.57M +4% 36.8% 295% 50 80%
TCM
4323
Triumph Capital Management
Colorado
$184M -$5.59M -3% 5.48% 48.6% 235 33.62%
SF
4324
Susquehanna Foundation
Pennsylvania
$184M -$9.47M -5% 4.86% 36.7% 4 0%
VC
4325
Veracity Capital
Georgia
$184M -$4.39M -2% 3.59% 140% 198 17.17%