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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
OBGC
4651
O'Brien Greene & Co
Pennsylvania
$337M +$11.7M +4% 2.34% 81.4% 145 17.93%
VW
4652
Vance Wealth
California
$337M +$11.4M +4% 2.19% 66.4% 119 5.04%
AB
4653
Atlas Brown
Kentucky
$336M -$1.96M -0.6% 3.14% 102% 235 7.23%
HP
4654
HT Partners
Connecticut
$336M +$9.17M +3% 3% 63.1% 56 8.93%
RWI
4655
Red Wave Investments
Pennsylvania
$336M +$10.2M +3% 1.75% 58% 115 7.83%
LKIM
4656
Lawson Kroeker Investment Management
Nebraska
$336M -$212M -39% 1.86% 64.5% 100 39%
MJFG
4657
Mars Jewett Financial Group
Washington
$336M 1.48% 39
MWP
4658
Meredith Wealth Planning
Illinois
$336M +$20.4M +6% 2.31% 66.3% 66 10.61%
OFS
4659
Oldfather Financial Services
Nebraska
$336M +$14.7M +5% 2.06% 60.8% 106 20.75%
CPW
4660
Cove Private Wealth
New York
$336M +$20.2M +6% 4.95% 165 9.7%
HVP
4661
Hudson Value Partners
Florida
$336M +$12.9M +4% 5.08% 124% 115 10.43%
CWM
4662
Chesapeake Wealth Management
Virginia
$336M +$7.96M +2% 2.16% 65.9% 166 7.23%
CGC
4663
Continental Grain Company
New York
$336M -$10.3M -3% 0.71% 5.73% 4 0%
AWA
4664
Acorn Wealth Advisors
Michigan
$336M +$16.6M +5% 2.23% 53.6% 293 12.63%
QFA
4665
Quattro Financial Advisors
Texas
$335M +$18.8M +6% 2.27% 61.8% 94 23.4%
CPC
4666
Congress Park Capital
New York
$335M +$13.2M +4% 2.94% 95.6% 140 19.29%
CVA
4667
Central Valley Advisors
California
$335M +$11.8M +4% 2.5% 154 6.49%
HPM
4668
Hoxton Planning & Management
West Virginia
$334M +$23.6M +8% 1.97% 70.1% 231 12.12%
SBF
4669
Sara-Bay Financial
Florida
$334M -$23.3M -7% 2.82% 231% 87 16.09%
CWM
4670
Cedar Wealth Management
California
$334M +$7.99M +2% 2.73% 68.1% 255 12.94%
CWA
4671
CJM Wealth Advisers
Virginia
$334M +$8.85M +3% 2.38% 71.5% 75 2.67%
FLI
4672
Family Legacy Inc
South Carolina
$334M +$6.94M +2% 3.98% 87.8% 124 4.03%
FNBSF
4673
First National Bank Sioux Falls
South Dakota
$334M +$13.3M +4% 2.86% 65.4% 142 4.93%
BL
4674
BCWM LLC
Kansas
$334M -$2.13K -0% 0.06% 57 5.26%
SCM
4675
Stonehill Capital Management
New York
$334M +$53.4M +19% 9.99% 117% 23 39.13%