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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
LPP
4401
Long Path Partners
Connecticut
$187M +$21.6M +13% 4.75% 9.18% 11 27.27%
OC
4402
Oarsman Capital
Wisconsin
$187M -$14.8M -7% 6.09% 70.6% 173 10.98%
IB
4403
Iyo Bank
Japan
$187M -$114M -38% 8.49% 125% 36 16.67%
RS
4404
Retirement Solution
Washington
$186M +$1.96M +1% 4.21% 65.2% 34 5.88%
IC
4405
Innealta Capital
Texas
$186M -$8.77M -5% 4.51% 63.7% 67 23.88%
2C
4406
272 Capital
Texas
$186M -$23.3M -11% 4.28% 213% 106 60.38%
PI
4407
Pettee Investors
Connecticut
$186M -$15M -7% 5.4% 96.1% 116 0.86%
OIA
4408
Optimum Investment Advisors
Illinois
$186M -$13.8M -7% 4.74% 125% 918 15.8%
OR
4409
Olympiad Research
Connecticut
$186M -$36.6M -16% 9.21% 189% 358 53.63%
PWM
4410
Paulson Wealth Management
Illinois
$186M -$4.13M -2% 4.83% 57.1% 85 24.71%
CHA
4411
Carmichael Hill & Associates
Maryland
$186M -$4.73M -2% 5.03% 39.7% 886 8.8%
SRC
4412
Stone Run Capital
New York
$186M -$13.2M -7% 2.77% 77.8% 63 11.11%
OM
4413
OpenView Management
Massachusetts
$185M -$39.3M -17% 17.4% 3 0%
AWM
4414
Abound Wealth Management
Tennessee
$185M +$5.63M +3% 6.19% 58.6% 754 84.75%
SPG
4415
Snow Phipps Group
New York
$185M -$6.86M -4% 3.46% 89.2% 2 0%
GWA
4416
GGM Wealth Advisors
Maryland
$185M +$6.05M +3% 1.76% 25.9% 138 7.25%
TAM
4417
Tealwood Asset Management
Minnesota
$185M -$16.6M -8% 6.37% 121% 128 1.56%
CAN
4418
Claraphi Advisory Network
United States
$185M -$99.6M -35% 1.88% 88.3% 309 50.16%
FDS
4419
Freedom Day Solutions
Texas
$185M -$14.6M -7% 4.41% 84.6% 115 18.26%
AWM
4420
Ameliora Wealth Management
Switzerland
$185M +$100M +119% 3.65% 70.1% 238 89.5%
WOC
4421
West Oak Capital
California
$184M -$6.2M -3% 3.68% 110% 354 6.78%
BO
4422
Bank OZK
Arkansas
$184M -$13.4M -7% 6.46% 112% 126 12.7%
SFG
4423
Snider Financial Group
Washington
$184M +$638K +0.3% 3.53% 73.7% 65 26.15%
SG
4424
Stagwell Group
Florida
$184M +$40.3M +28% 28% 8.47% 1 0%
LC
4425
LCNB Corp
Ohio
$184M -$8.88M -5% 5.54% 75.2% 167 7.19%