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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
SA
5451
SRN Advisors
Pennsylvania
$120M -$23.7M -17% 2.23% 146% 108 0.93%
CWA
5452
Choice Wealth Advisors
Maine
$120M -$3.88M -3% 4.46% 52.3% 54 94.44%
OCM
5453
Orleans Capital Management
Louisiana
$120M -$14.3M -11% 4.91% 94.6% 79 7.59%
KA
5454
Kinnevik AB
Sweden
$119M -$56.8M -32% 29.8% 51.4% 2 0%
AIM
5455
Athena Investment Management
California
$119M -$7.7M -6% 5.23% 80.6% 130 2.31%
W
5456
WorthPointe
California
$119M -$151K -0.1% 4.19% 59.7% 44 18.18%
OCP
5457
Oakcliff Capital Partners
New York
$119M -$16.7M -12% 4.62% 133% 10 10%
KIC
5458
Kensington Investment Counsel
California
$119M +$1.67M +1% 3.4% 81.9% 81 1.23%
LI
5459
Latigo Investments
Florida
$119M -$1.71M -1% 7.14% 56.6% 18 22.22%
HFS
5460
HBC Financial Services
Washington
$119M -$9.96M -8% 3.99% 12.6% 188 5.85%
TWP
5461
Transparent Wealth Partners
Arkansas
$119M +$5.48M +5% 4.79% 32 21.88%
BI
5462
Berkeley Inc
Idaho
$119M -$6.2M -5% 4.97% 40.9% 86 13.95%
CC
5463
Corsicana & Co
Texas
$119M -$7.75M -6% 5.11% 216 5.09%
OC
5464
Optimas Capital
Hong Kong
$119M +$37.2M +46% 4.3% 355% 39 71.79%
SIM
5465
Sterling Investment Management
Arizona
$119M -$1.64M -1% 4.46% 44.1% 74 25.68%
GPFA
5466
Game Plan Financial Advisors
Ohio
$119M -$5.93M -5% 0.3% 107 19.63%
FCG
5467
Financial Connections Group
California
$119M +$5.09M +4% 5.82% 44.4% 300 23%
TCM
5468
Tandem Capital Management
New Jersey
$119M -$6.35M -5% 6.31% 120% 93 4.3%
PGEBT
5469
Pactiv General Employee Benefit Trust
Illinois
$119M -$213M -64% 5.94% 15.7% 3 33.33%
NPP
5470
New Potomac Partners
Maryland
$118M -$6.08M -5% 5.89% 37.2% 64 4.69%
JIC
5471
Juniper Investment Company
New York
$118M +$3.17M +3% 3.27% 358% 10 10%
JGGDR
5472
JGP Global Gestao de Recursos
Brazil
$118M -$13M -10% 20% 206% 67 31.34%
LAIC
5473
Lederer & Associates Investment Counsel
California
$118M -$11.4M -9% 6.16% 75.5% 88 1.14%
MCA
5474
Magnolia Capital Advisors
Mississippi
$118M +$8.19M +7% 3.33% 78.7% 136 15.44%
PWM
5475
Palumbo Wealth Management
New York
$118M -$7.82M -6% 6.88% 115% 81 3.7%