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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
OFS
4851
Oldfather Financial Services
Nebraska
$190M -$4.13M -2% 7.68% 60.8% 65 6.15%
VC
4852
Veery Capital
Delaware
$190M +$14.1M +8% 4.71% 57.1% 83 12.05%
ICM
4853
ISZO Capital Management
New York
$190M -$36.6M -16% 14.8% 68.2% 8 25%
MFG
4854
Monte Financial Group
Connecticut
$190M +$15.7M +9% 8.04% 55% 74 21.62%
RCA
4855
Rex Capital Advisors
Rhode Island
$190M -$3.74M -2% 0.25% 7.31% 26 26.92%
SPI
4856
Santori & Peters Inc
Pennsylvania
$190M +$13.7M +8% 8.97% 88% 60 8.33%
HWM
4857
Howard Wealth Management
Connecticut
$190M +$10.6M +6% 4.86% 60.3% 134 8.21%
DRS
4858
Deane Retirement Strategies
Louisiana
$189M +$10.7M +6% 5.73% 64.7% 72 50%
CT
4859
Columbia Trust
Oregon
$189M -$271K -0.1% 7.82% 36% 139 0.72%
BCM
4860
Brookmont Capital Management
Texas
$189M +$19.5M +12% 15.5% 36.6% 61 9.84%
LHC
4861
Little House Capital
Massachusetts
$189M +$18.5M +11% 9.59% 85.8% 140 8.57%
TSWM
4862
Tyler-Stone Wealth Management
Ohio
$189M 10.6% 949
GSAM
4863
Grant Street Asset Management
Pennsylvania
$189M +$18.6M +11% 8.73% 35.9% 57 33.33%
DFG
4864
Demars Financial Group
Washington
$189M +$19.3M +11% 10.1% 60.9% 91 10.99%
SHA
4865
Seneca House Advisors
Virginia
$189M +$22.4M +13% 9.93% 48% 94 13.83%
TCOK
4866
Trust Company of Kansas
Kansas
$189M +$13.6M +8% 5.24% 87% 72 13.89%
TIAM2
4867
Tru Independence Asset Management 2
Oregon
$189M +$47.6M +34% 8.72% 146 38.36%
SIRP
4868
Shelter Insurance Retirement Plan
Missouri
$189M +$10.8M +6% 6.4% 51.1% 8 0%
NIA
4869
NIA Impact Advisors
California
$188M -$46.1M -20% 1.27% 58 5.17%
LL
4870
LPWM LLC
Minnesota
$188M +$20.1M +12% 7.32% 54.3% 67 8.96%
BDCM
4871
Black Diamond Capital Management
Connecticut
$188M 27.1% 28.3% 16
ACM
4872
Asymmetry Capital Management
California
$188M +$22M +13% 12.2% 300% 38 60.53%
SL
4873
SWMG LLC
Texas
$188M +$16M +9% 4.44% 61.3% 68 11.76%
KFA
4874
Kelleher Financial Advisors
New York
$188M -$38.7M -17% 11.7% 73.2% 157 28.03%
LC
4875
Landaas & Company
Wisconsin
$188M +$14.3M +8% 8.75% 60.3% 79 6.33%