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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
HHRDM
5276
H&H Retirement Design & Management
Nevada
$158M -$4.36M -3% 2.24% 29.7% 69 43.48%
OWA
5277
Opal Wealth Advisors
New York
$158M +$54M +52% 7.96% 55.6% 137 47.45%
SOAG
5278
Silver Oak Advisory Group
Oregon
$158M 2.65% 20.1% 60
HWM
5279
HighMark Wealth Management
Minnesota
$158M +$21.9M +16% 5.1% 84.2% 547 14.26%
CPWA
5280
Cerro Pacific Wealth Advisors
California
$158M +$18.9M +14% 13.6% 128 11.72%
RI
5281
Ridgewood Investments
New Jersey
$158M +$10.2M +7% 5.63% 202 7.92%
AWA
5282
Acorn Wealth Advisors
Michigan
$158M +$14.7M +10% 7.8% 42.9% 185 10.27%
RHP
5283
Royal Harbor Partners
Texas
$158M +$17.1M +12% 8.88% 49.5% 86 15.12%
HFS
5284
HBC Financial Services
Washington
$158M +$7.57M +5% 7.41% 12.6% 197 16.24%
BCFD
5285
Boit C.F. David
$158M +$11.9M +8% 11% 66.7% 116 0.86%
RCM
5286
Regency Capital Management
Hawaii
$157M +$15.2M +11% 10.8% 82.1% 179 54.75%
JPLA
5287
Joseph P. Lucia & Associates
New York
$157M -$11.5M -7% 6.08% 58.2% 609 77.83%
PBF
5288
Petix & Botte Financial
California
$157M -$138M -47% 6.07% 36.5% 119 36.13%
BFA
5289
BMS Financial Advisors
South Dakota
$157M 8.2% 92
AWP
5290
Accretive Wealth Partners
New Jersey
$157M +$15.3M +11% 8.42% 54% 116 17.24%
SMP
5291
Santa Monica Partners
Florida
$157M +$2.6M +2% 7.47% 123% 23 8.7%
EBA
5292
Eagle Bay Advisors
New York
$157M -$21.5M -12% 6.22% 62.7% 1,410 32.98%
UIA
5293
Ulland Investment Advisors
Minnesota
$157M 8.79% 154% 221
LIM
5294
Loudon Investment Management
New Hampshire
$157M +$16.1M +11% 13.3% 50.1% 88 3.41%
RCF
5295
Rainwater Charitable Foundation
Texas
$157M -$342K -0.2% 9.14% 40.2% 2 0%
SMG
5296
Smart Money Group
Texas
$157M +$19.1M +14% 4.29% 45.6% 69 10.14%
ASI
5297
Advisory Services & Investments
Oregon
$156M +$3.97M +3% 4.39% 19.9% 36 5.56%
EA
5298
Eclectic Associates
California
$156M +$19.3M +14% 6.29% 49.7% 77 14.29%
KAM
5299
KEB Asset Management
Illinois
$156M 6.73% 68.9% 51
KA
5300
Kozak & Associates
Colorado
$156M -$12.9M -8% 10.1% 97.4% 397 18.64%