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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
CBT
5376
CoreFirst Bank & Trust
Kansas
$141M -$1.3M -0.9% 409
SOA
5377
Sea Otter Advisors
Florida
$141M +$11.4M +9% 300
OCMH
5378
Oxbow Capital Management (HK)
Hong Kong
$141M +$15.6M +12% 5
HAFS
5379
Hapanowicz & Associates Financial Services
Pennsylvania
$141M -$8.78M -6% 33
BWA
5380
Beam Wealth Advisors
Louisiana
$141M -$3.39M -2% 111
C
5381
CEDRUS
Colorado
$141M -$1.06M -0.7% 154
AFA
5382
AllGen Financial Advisors
Florida
$141M -$18.2M -11% 35
CAM
5383
Crown Advisors Management
California
$141M -$12.9M -8% 56
NCM
5384
NCM Capital Management
New Jersey
$141M -$3.38M -2% 156
SPFA
5385
Summit Place Financial Advisors
New Jersey
$141M -$13.9M -9% 92
CWM
5386
Castle Wealth Management
Florida
$140M -$3.09M -2% 114
LB
5387
Legacy Bridge
Iowa
$140M -$9.52M -6% 294
PIAS
5388
PCA Investment Advisory Services
Ohio
$140M -$27.3M -16% 444
HFA
5389
Harbert Fund Advisors
Alabama
$140M -$15.7M -10% 53
MAG
5390
MRA Advisory Group
New Jersey
$140M -$5.22M -4% 148
HG
5391
Herbst Group
Connecticut
$140M -$4.62M -3% 76
TIMH
5392
Tilt Investment Management Holdings
New York
$140M -$11.2M -7% 148
IOOF
5393
Independent Order of Foresters
Ontario, Canada
$140M -$5.72M -4% 17
LAI
5394
Legal Advantage Investments
California
$140M -$10M -7% 94
MPW
5395
Melone Private Wealth
Michigan
$140M -$1.91M -1% 53
ES
5396
ETF Store
Kansas
$140M -$2.8M -2% 99
AIM
5397
Athena Investment Management
California
$140M -$5.62M -4% 139
AS
5398
American Securities
New York
$140M -$35.8M -20% 1
JHA
5399
Jackson Hill Advisors
Texas
$140M -$2.71M -2% 11
LA
5400
Latitude Advisors
Florida
$140M -$4.36M -3% 187