We are live on ! Find out more

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
OGF
4976
Orin Green Financial
California
$217M +$4.34M +2% 1.93% 53.3% 77 90.91%
WFG
4977
Wills Financial Group
Virginia
$217M +$4.82M +2% 1.96% 51.7% 66 9.09%
BCA
4978
Bernzott Capital Advisors
California
$217M -$35.5M -14% 5.66% 46.6% 40 15%
MM
4979
Monolith Management
Hong Kong
$217M -$35.1M -14% 12.7% 17 58.82%
BAM
4980
BOS Asset Management
Illinois
$217M +$26.5M +14% 2.83% 67.8% 166 15.06%
OAP
4981
One Advisory Partners
Kansas
$217M +$13.4M +7% 2.55% 54.2% 46 8.7%
CH
4982
CVS Health
Rhode Island
$217M +$5.07M +2% 2.45% 52.3% 6 0%
AIM
4983
Ausbil Investment Management
Australia
$217M +$17.1M +9% 3.73% 120% 72 38.89%
AIA
4984
Armor Investment Advisors
North Carolina
$217M +$8.74M +4% 1.26% 43.8% 168 8.93%
RWP
4985
Reliant Wealth Planning
Kentucky
$217M +$7.7M +4% 0.65% 35.1% 24 12.5%
VSI
4986
Verde Servicos Internacionais
Brazil
$217M -$51.9M -19% 7.45% 120% 38 52.63%
SI
4987
SimpliFi Inc
California
$217M -$2.13M -1% 0.85% 26.7% 41 7.32%
HIM
4988
Harbour Investment Management
Washington
$216M +$3.37M +2% 2.91% 58.8% 89 3.37%
RA
4989
Ruggaard & Associates
Ohio
$216M +$5.93M +3% 0.97% 39.1% 123 12.2%
SAMC
4990
Spectrum Asset Management (California)
California
$216M -$17M -7% 0.81% 56.5% 112 25%
BIG
4991
Boothe Investment Group
Delaware
$216M +$17.6M +9% 0.85% 59.8% 44 25%
GRIM
4992
Greenhaven Road Investment Management
Connecticut
$216M -$20.3M -9% 1.06% 76.8% 20 15%
RHI
4993
Richmond Hill Investments
New York
$216M +$4.11M +2% 1.19% 55.2% 4 0%
XSC
4994
X-Square Capital
Puerto Rico
$216M +$4.63M +2% 1.22% 112% 167 14.37%
DPCM
4995
Doma Perpetual Capital Management
Florida
$216M +$65.3M +43% 6.76% 10 20%
DMBA
4996
Deseret Mutual Benefit Administrators
Utah
$216M +$15.9M +8% 0.47% 51.4% 497 2.82%
ACH
4997
Axis Capital Holdings
Bermuda
$216M +$8.04M +4% 3.88% 67% 3 0%
WCA
4998
Whetstone Capital Advisors
Kansas
$215M -$13M -6% 7.26% 201% 44 43.18%
PSC
4999
Patient Square Capital
California
$215M -$19.4M -8% 7.29% 328% 2 0%
RSC
5000
Red Spruce Capital
Pennsylvania
$215M -$169K -0.1% 0.05% 93.3% 86 4.65%