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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
WS
4501
Wela Strategies
Georgia
$186M +$12.3M +7% 3.91% 51.3% 47 21.28%
LFA
4502
Landmark Financial Advisors
Kentucky
$186M +$8.4M +5% 6.05% 11.8% 71 8.45%
OIS
4503
Okabena Investment Services
Minnesota
$186M +$14.3M +8% 6.96% 58.5% 82 25.61%
DRS
4504
Deane Retirement Strategies
Louisiana
$186M +$21.6M +13% 13.1% 64.7% 87 50.57%
MAG
4505
Millrace Asset Group
Pennsylvania
$186M +$42M +29% 23.1% 113% 98 33.67%
FPWM
4506
FSB Premier Wealth Management
Iowa
$186M -$1.19M -0.6% 4.69% 43.1% 105 9.52%
KCMRT
4507
Kemper Corp Master Retirement Trust
Illinois
$186M +$25.5M +16% 8.78% 21.9% 36 94.44%
OAM
4508
Oak Asset Management
California
$186M -$19.8M -10% 5.81% 78% 93 48.39%
RRWA
4509
Rainey & Randall Wealth Advisors
Florida
$185M +$17M +10% 4.99% 47.8% 55 18.18%
EWMCB
4510
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$185M +$10.7M +6% 5.56% 13% 52 19.23%
SCM
4511
Stonepine Capital Management
Oregon
$185M +$54.5M +42% 11.1% 199% 35 57.14%
MCG
4512
MACRO Consulting Group
New Jersey
$185M +$12.6M +7% 5.4% 108 11.11%
NIA
4513
NIA Impact Advisors
California
$185M -$7.02M -4% 0.21% 55 5.45%
GDS
4514
Gimbel Daniel Scott
$185M +$20.4M +12% 2.2% 141% 3 0%
SWP
4515
ShoreHaven Wealth Partners
New Jersey
$185M +$5.88M +3% 2.21% 63.8% 305 22.3%
LBC
4516
Lawrence B. Cohen
$184M +$4.36M +2% 4.3% 41.8% 75 1.33%
ICP
4517
Interchange Capital Partners
Pennsylvania
$184M +$50K +0% 6.94% 79.6% 1,250 82.08%
KRC
4518
Kehrs Ridge Capital
New Jersey
$184M -$90.9M -33% 9.45% 51 86.27%
PBO
4519
Peoples Bank (Ohio)
Ohio
$184M +$14.6M +9% 9.03% 71.7% 115 13.91%
MWM
4520
MBE Wealth Management
Wisconsin
$184M +$36.4M +25% 4.19% 60.9% 64 17.19%
CRCM
4521
Crystal Rock Capital Management
Illinois
$184M +$9.05M +5% 10.7% 153% 39 20.51%
SCM
4522
Stonehearth Capital Management
Massachusetts
$184M +$6.77M +4% 4.92% 80.7% 68 19.12%
LAS
4523
Lloyd Advisory Services
Georgia
$184M +$1.07M +0.6% 2.5% 425 22.12%
BSSFA
4524
Baron Silver Stevens Financial Advisors
Florida
$184M -$108M -37% 5.68% 44% 540 90.74%
ACM
4525
Ararat Capital Management
Connecticut
$184M +$11.1M +6% 19.8% 56.1% 21 19.05%