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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
4701
Okabena Investment Services
Minnesota
$114M +$26.1M +30% 21.6% 72.4% 94 47.87%
NCM
4702
Northwest Capital Management
Oregon
$114M +$13.9M +14% 14.3% 57% 58 17.24%
MFS
4703
Monetta Financial Services
Illinois
$114M +$16.3M +17% 26.5% 275% 46 32.61%
AFC
4704
Adaptive Financial Consulting
Ohio
$114M +$16.5M +17% 13.6% 33.4% 22 18.18%
SP
4705
Successful Portfolios
Florida
$114M +$14.8M +15% 16.5% 101% 173 17.34%
CB
4706
CNB Bank
Pennsylvania
$114M +$20.8M +22% 20.6% 91.6% 442 17.19%
FRGX
4707
First Reserve GP XIII
Connecticut
$114M -$1.23M -1% 1.07% 5.56% 1 0%
MMM
4708
Mendel Money Management
Illinois
$114M 23.1% 75.4% 56
DCM
4709
Davidson Capital Management
Texas
$114M +$43.4M +62% 26.8% 79.2% 82 8.54%
WCFA
4710
Walkner Condon Financial Advisors
Wisconsin
$114M +$19.9M +21% 13.3% 56.8% 67 32.84%
CWAF
4711
Core Wealth Advisors (Florida)
Florida
$114M -$17.8M -14% 18.5% 59.7% 172 36.05%
ABP
4712
Arthur B. Page
$113M +$12.6M +13% 20.4% 40.4% 58 6.9%
DI
4713
DRH Investments
California
$113M +$6.87M +6% 33.6% 81.2% 19 42.11%
ADBIC
4714
A.D. Beadell Investment Counsel
Wisconsin
$113M +$20.7M +22% 15.4% 74.9% 86 24.42%
HHRDM
4715
H&H Retirement Design & Management
Nevada
$113M +$7.59M +7% 13.4% 38.4% 51 15.69%
BIG
4716
Boothe Investment Group
Delaware
$113M 32.2% 59.8% 31
PMA
4717
Prudent Man Advisors
Illinois
$113M 17.6% 82.8% 150
FI
4718
Financial Insights
Washington
$113M +$17.7M +19% 15.7% 71.9% 90 27.78%
FCMI
4719
Foresite Capital Management III
California
$112M +$49.7M +79% 60.7% 444% 11 45.45%
CT
4720
Columbia Trust
Oregon
$112M +$21M +23% 19.8% 36% 132 19.7%
AFM
4721
Andesa Financial Management
Pennsylvania
$112M +$23.1M +26% 19.9% 73.6% 123 39.02%
APWA
4722
Atlas Private Wealth Advisors
New Jersey
$112M 16.4% 51.6% 724
EWP
4723
Engrave Wealth Partners
Texas
$112M +$27.5M +32% 21.6% 39.9% 515 20.58%
RMSCM
4724
R.M. Sincerbeaux Capital Management
New York
$112M +$11.5M +11% 25.8% 76.4% 47 10.64%
MS
4725
Madden Securities
Texas
$112M 28.3% 92.2% 98