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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
OFP
4826
OLIO Financial Planning
Virginia
$237M -$551K -0.2% 0.45% 47.8% 52 0%
LI
4827
LHM Inc
Utah
$237M +$95.4M +67% 1.55% 16 6.25%
SHCM
4828
Silver Heights Capital Management
Ontario, Canada
$237M -$16.3M -6% 1.06% 39.8% 5 0%
RW
4829
Rockport Wealth
Ohio
$237M +$87.2M +58% 5.85% 69 18.84%
AJ
4830
Ashburton (Jersey)
Jersey
$237M 6.64% 39
DFA
4831
DHJJ Financial Advisors
Illinois
$237M +$10.8M +5% 1.02% 56.7% 848 5.66%
BAMG
4832
Brand Asset Management Group
Missouri
$237M +$4.27M +2% 1.34% 70.2% 83 9.64%
LWMM
4833
Legacy Wealth Management (Mississippi)
Mississippi
$237M +$14.9M +7% 5.51% 89.1% 76 11.84%
PWM
4834
Palumbo Wealth Management
New York
$237M +$13.3M +6% 1.89% 115% 157 14.65%
HVP
4835
Hudson Value Partners
Florida
$237M +$1.13M +0.5% 2.21% 124% 100 15%
GIM
4836
Gold Investment Management
Alberta, Canada
$236M -$11M -4% 0.31% 216 0.93%
II
4837
INCA Investments
Florida
$236M +$4.02M +2% 5.53% 128% 11 9.09%
CI
4838
Ceera Investments
Texas
$236M +$8.03M +4% 0.01% 47.9% 93 8.6%
OFW
4839
Omnia Family Wealth
Florida
$236M +$22.8M +11% 2.85% 80.6% 84 19.05%
HCM
4840
Heathbridge Capital Management
Ontario, Canada
$236M -$22.6M -9% 1.42% 58.7% 32 18.75%
EFM
4841
Eley Financial Management
Vermont
$236M +$3.71M +2% 2.97% 69.7% 69 2.9%
PVM
4842
Palogic Value Management
Texas
$236M +$4.77M +2% 0.99% 31% 170 10.59%
NC
4843
Naman Capital
Brazil
$236M -$20.6M -8% 3.93% 89.9% 10 10%
CAS
4844
CTC Alternative Strategies
Illinois
$236M +$75.3M +47% 2.14% 111% 297 95.96%
FFAM
4845
Forge First Asset Management
Canada
$235M -$83M -26% 1.4% 112% 65 66.15%
NCFG
4846
New Century Financial Group
New Jersey
$235M +$91.1M +63% 2.42% 307 52.44%
GGI
4847
GPM Growth Investors
Michigan
$235M 4.96% 43
WPW
4848
Watershed Private Wealth
Illinois
$235M +$9.24M +4% 3.68% 71.4% 127 10.24%
RCM
4849
Raleigh Capital Management
North Carolina
$235M +$3.12M +1% 2% 71.8% 1,032 11.53%
TWM
4850
TSA Wealth Management
Texas
$235M +$5.23M +2% 2.53% 69 21.74%