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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
BC
4876
Barrett & Company
Rhode Island
$291M -$9.21M -3% 1.49% 74.8% 679 6.77%
OAM
4877
Oak Asset Management
California
$290M -$2.76M -0.9% 1.12% 78% 111 9.01%
EA
4878
Everpar Advisors
Oklahoma
$290M +$20.8M +8% 0.35% 305 19.67%
ACG
4879
Arch Capital Group
Bermuda
$290M -$1.87M -0.6% 0.64% 2.15% 4 0%
ODFS
4880
O'Donnell Financial Services
California
$290M -$2.19M -0.7% 2.79% 47.9% 64 15.63%
OCM
4881
Orion Capital Management
California
$290M -$7.17M -2% 1.91% 66.8% 524 13.36%
FFA
4882
Fairfield Financial Advisors
Massachusetts
$290M -$16.6M -5% 2.67% 75 9.33%
FF
4883
Friday Financial
Iowa
$290M +$6.56M +2% 0.27% 95 7.37%
AA
4884
Altrafin AG
$290M -$25.2M -8% 8.95% 97.6% 56 25%
SI
4885
Saxon Interests
Texas
$290M +$4.8M +2% 0.76% 58.4% 242 19.83%
PIA
4886
Powell Investment Advisors
Florida
$290M -$371K -0.1% 1.91% 76.1% 177 6.21%
GJIA
4887
Glass Jacobson Investment Advisors
Maryland
$290M +$12M +4% 0.65% 48.6% 623 9.15%
RCM
4888
Raleigh Capital Management
North Carolina
$290M +$14.2M +5% 1.05% 71.8% 808 33.91%
SA
4889
Sonoma Allocations
California
$290M -$11.5M -4% 1.17% 152 20.39%
WMA
4890
Wealth Management Associates
New Jersey
$290M +$2.12M +0.7% 1.93% 111% 257 17.51%
LWP
4891
LeClair Wealth Partners
Ohio
$289M +$117M +68% 0.2% 204 94.61%
BWAM
4892
Blue Water Asset Management
Michigan
$289M +$11.3M +4% 0.2% 108 8.33%
WPWM
4893
Windward Private Wealth Management
Kansas
$289M +$530K +0.2% 0.65% 28.8% 45 4.44%
PIA
4894
PineBridge Investments Asia
$289M -$56.8M -16% 0.06% 8 25%
CAM
4895
Costello Asset Management
Pennsylvania
$289M -$13.2M -4% 2.6% 65.9% 739 13.8%
GIM
4896
Goodlander Investment Management
Texas
$289M +$27.3M +10% 25.6% 19 78.95%
PSA
4897
Plum Street Advisors
Louisiana
$289M +$8M +3% 0.31% 100 7%
NPI
4898
New Perspectives Inc
Mississippi
$289M +$370K +0.1% 1.32% 44 4.55%
LK
4899
Lumbard & Kellner
New Hampshire
$289M +$3.03M +1% 8.38% 105% 106 12.26%
WCA
4900
Whetstone Capital Advisors
Kansas
$288M -$32.2M -10% 17.1% 201% 65 30.77%