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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
OPWM
5126
Oxinas Partners Wealth Management
Indiana
$135M 15.4% 91.4% 117
TFA
5127
TPG Financial Advisors
Oregon
$135M +$17.6M +15% 10.7% 37 2.7%
RIA
5128
Recurrent Investment Advisors
Texas
$135M +$40.7M +43% 31.9% 99.7% 44 11.36%
FS
5129
Ferguson Shapiro
Georgia
$135M -$11.3M -8% 12.6% 39.6% 36 50%
IF
5130
Insight Folios
North Carolina
$135M +$26.7M +25% 21.4% 32.9% 40 2.5%
LIA
5131
Luken Investment Analytics
Tennessee
$135M 11.6% 47.6% 109
FMB
5132
Field & Main Bank
Kentucky
$134M +$4.93M +4% 12.3% 107% 205 17.07%
VIA
5133
Vantis Investment Advisers
Florida
$134M -$76.3M -36% 7.85% 39.6% 28 60.71%
KFI
5134
Key Financial Inc
Pennsylvania
$134M +$36.9M +38% 14.7% 55.5% 755 85.3%
NCM
5135
Northwest Capital Management
Oregon
$134M +$13.5M +11% 9.32% 57% 67 17.91%
AC
5136
AlphaCore Capital
California
$134M +$23.9M +22% 15.7% 85.9% 63 15.87%
WC
5137
Westhampton Capital
North Carolina
$134M +$11.7M +10% 13.4% 95.6% 105 4.76%
QC
5138
Quaero Capital
Switzerland
$134M 45.2% 62.4% 51
FF
5139
Friedenthal Financial
New Jersey
$134M +$9.4M +8% 8.32% 111% 59 32.2%
AA
5140
Alta Advisers
United Kingdom
$134M +$2.15M +2% 6.56% 114% 4 0%
WFS
5141
Weitzel Financial Services
Iowa
$134M 9.21% 42.4% 27
LL
5142
LPWM LLC
Minnesota
$134M +$10.8M +9% 13.6% 54.3% 54 9.26%
IMA
5143
Investment Management Associates
Colorado
$134M 26% 51.6% 55
HG
5144
Harbor Group
New Hampshire
$134M 18.6% 41.4% 53
FCC
5145
Founders Circle Capital
California
$134M 40.5% 28% 5
SSCM
5146
Summit Street Capital Management
New York
$134M +$20.8M +18% 31.7% 217% 36 5.56%
CAM
5147
Caprin Asset Management
Virginia
$134M +$1.52M +1% 0.73% 7.87% 19 5.26%
WU
5148
Washington University
Missouri
$134M 20.9% 44% 2
PBF
5149
Petix & Botte Financial
California
$134M +$8.21M +7% 10.3% 47.5% 84 5.95%
NWS
5150
Newport Wealth Strategies
California
$134M -$728K -0.5% 9.71% 51.5% 91 1.1%