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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
OIS
4326
Okabena Investment Services
Minnesota
$237M -$26.4M -10% 5.65% 58.5% 203 15.27%
VF
4327
Visa Foundation
California
$237M -$32.2M -12% 7.75% 37.7% 1 0%
IP
4328
Investment Partners
Ohio
$237M -$8.36M -3% 3.53% 58.7% 174 7.47%
NF
4329
Nikulski Financial
Iowa
$236M -$2.14M -0.9% 3.42% 95.8% 135 12.59%
GAM
4330
Grandview Asset Management
Pennsylvania
$236M -$12.2M -5% 4.02% 172% 144 8.33%
SCI
4331
Stableford Capital II
Arizona
$236M -$1.03M -0.4% 0.17% 59.3% 136 21.32%
MM
4332
MWG Management
British Virgin Islands
$236M -$107M -31% 31% 59.2% 2 0%
AFG
4333
Allegheny Financial Group
Pennsylvania
$236M -$14.3M -6% 4.48% 71.1% 170 12.35%
BCM
4334
BlueMar Capital Management
Florida
$236M -$124M -34% 5.53% 27.4% 58 48.28%
GCA
4335
Gradient Capital Advisors
California
$236M -$4.17M -2% 3.81% 71% 131 10.69%
SC
4336
Stolper & Co
Oklahoma
$236M +$11.7M +5% 3.19% 70.5% 90 8.89%
TAM
4337
Tealwood Asset Management
Minnesota
$236M -$13.4M -5% 3.51% 121% 137 8.76%
NCM
4338
Neumann Capital Management
California
$235M -$10.1M -4% 3.99% 79.4% 92 6.52%
RC
4339
Renaissance Capital
Connecticut
$235M -$154M -40% 19.6% 248% 110 11.82%
BFWA
4340
Benchmark Financial Wealth Advisors
Florida
$235M -$3.88M -2% 4.69% 70.6% 85 18.82%
CA
4341
CHI Advisors
New York
$235M -$66.1M -22% 26.9% 88.2% 22 9.09%
MGB
4342
Mass General Brigham
Massachusetts
$235M -$46.9M -17% 7.38% 8 50%
GFM
4343
Gramercy Funds Management
Connecticut
$235M -$51.5M -18% 41.3% 4 75%
JF
4344
JSF Financial
California
$235M +$29.5M +14% 4.08% 79% 143 41.96%
PCM
4345
Prime Capital Management
Hong Kong
$235M -$48.3M -17% 23.2% 401% 10 20%
AA
4346
Auxano Advisors
Washington
$235M +$11.3M +5% 2.6% 80.2% 87 19.54%
SP
4347
SCF Partners
Texas
$235M +$52.1M +29% 58.2% 2.1% 4 0%
LWA
4348
LWS Wealth Advisors
New Jersey
$235M -$9.75M -4% 4.74% 8.87% 61 9.84%
LGA
4349
Lebenthal Global Advisors
New York
$235M -$12.6M -5% 4.37% 33.1% 177 23.73%
LFS
4350
Legacy Financial Strategies
Kansas
$235M +$3.23M +1% 4.92% 67.1% 68 10.29%