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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
DC
5076
Diametric Capital
Massachusetts
$270M +$82.3M +44% 17.9% 135% 505 63.76%
KSWA
5077
Kathleen S. Wright Associates
Pennsylvania
$270M +$13.4M +5% 5.57% 66% 249 6.83%
OFS
5078
OMC Financial Services
New York
$269M +$24.7M +10% 10.7% 70 11.43%
WPA
5079
WIT Partners Advisory
Singapore
$269M -$19.4M -7% 11.8% 13 92.31%
LFP
5080
Lakeshore Financial Planning
Michigan
$269M +$20.6M +8% 6.48% 56.8% 85 11.76%
POEH
5081
Post Oak Energy Holdings
Texas
$269M -$17.3M -6% 6.02% 113% 1 0%
TCM
5082
Tyro Capital Management
Florida
$269M +$14.3M +6% 1.58% 12 33.33%
GECH
5083
Garnet Equity Capital Holdings
New York
$269M -$154M -36% 21.2% 230% 33 30.3%
TF
5084
Tandem Financial
Colorado
$269M +$162M +151% 9.96% 90 44.44%
S
5085
Sachetta
Massachusetts
$269M +$15.7M +6% 7.41% 1,140 9.74%
IA
5086
IMZ Advisory
Florida
$269M +$18.7M +7% 7.12% 41 2.44%
MA
5087
MKT Advisors
California
$269M +$16M +6% 5.62% 49.2% 175 7.43%
JWM
5088
Jessup Wealth Management
Ohio
$269M +$19.3M +8% 14% 116% 83 12.05%
TFA
5089
TPG Financial Advisors
Oregon
$268M +$18.6M +7% 5.45% 69 8.7%
BOC
5090
Barbara Oil Co
Illinois
$268M +$14.1M +6% 7.14% 56.4% 76 3.95%
SWM
5091
SK Wealth Management
Rhode Island
$268M +$37.5M +16% 6.3% 86 11.63%
WCM
5092
Weik Capital Management
Pennsylvania
$268M +$15.3M +6% 7.64% 67.4% 95 6.32%
EI
5093
eCIO Inc
Wisconsin
$268M +$30.7M +13% 2.15% 80 23.75%
WF
5094
Warner Financial
Maryland
$268M +$25.4M +10% 6.43% 62.1% 125 8.8%
BIA
5095
BHK Investment Advisors
Alabama
$268M +$12.3M +5% 5.65% 54.6% 67 5.97%
FI
5096
Fosun International
China
$267M -$92.2M -26% 0.59% 16.9% 56 21.43%
RA
5097
Ruggaard & Associates
Ohio
$267M +$18.5M +7% 5.53% 39.1% 121 4.96%
FDS
5098
First Dallas Securities
Texas
$267M +$13.9M +6% 9.83% 134% 127 14.17%
FWP
5099
Family Wealth Partners
North Carolina
$267M +$16.9M +7% 3.55% 82 25.61%
TIM
5100
Timelo Investment Management
Ontario, Canada
$267M +$193M +259% 21.8% 123% 50 76%