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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
BIA
5526
Beacon Investment Advisors
Maryland
$146M +$9.35M +7% 5.85% 96.4% 132 7.58%
RMSCM
5527
R.M. Sincerbeaux Capital Management
New York
$146M +$2.74M +2% 4.4% 76.4% 43 0%
GFL
5528
Granite FO LLC
New Hampshire
$146M -$15.9M -10% 6.11% 111% 214 20.56%
OAMA
5529
Oslo Asset Management AS
Norway
$146M +$77.3M +112% 2.34% 82.7% 15 46.67%
GPC
5530
Greenstone Partners & Co
California
$146M +$14M +11% 14.8% 527% 11 9.09%
NIMC
5531
Nierenberg Investment Management Company
Washington
$146M +$13.5M +10% 15.6% 135% 38 21.05%
DCM
5532
Decatur Capital Management
Georgia
$146M +$13.4M +10% 14.4% 135% 63 17.46%
AWA
5533
Aletheian Wealth Advisors
Washington
$146M +$32.8M +29% 5% 79 20.25%
LWM
5534
Lodestone Wealth Management
Washington
$146M +$16.2M +13% 5.72% 81.1% 136 14.71%
HWM
5535
Hassell Wealth Management
Louisiana
$146M +$9.65M +7% 4.16% 46.3% 20 0%
ADMI
5536
Albert D. Mason Inc
Massachusetts
$146M +$1.73M +1% 4.05% 82% 162 6.79%
EL
5537
EWA LLC
Pennsylvania
$146M +$11.4M +8% 4.76% 102% 99 19.19%
SFG
5538
Sowa Financial Group
Rhode Island
$146M +$6.19M +4% 4.72% 77.7% 35 5.71%
EA
5539
Ergawealth Advisors
Illinois
$146M +$23M +19% 5.02% 47.7% 53 24.53%
IOOF
5540
Independent Order of Foresters
Ontario, Canada
$146M +$10.6M +8% 7.34% 66.3% 17 0%
VWMG
5541
Virginia Wealth Management Group
Virginia
$146M -$34.8K -0% 2.4% 42.1% 75 9.33%
SPWM
5542
Straight Path Wealth Management
Michigan
$146M +$20M +16% 8.89% 70.6% 83 19.28%
OCP
5543
OCO Capital Partners
New York
$146M +$17.7M +14% 20.7% 679% 3 0%
GC
5544
GGV Capital
California
$146M -$42.6M -23% 39.1% 49.3% 11 18.18%
RFS
5545
Retirement Financial Solutions
Tennessee
$146M +$19.7M +16% 5.13% 50% 34 8.82%
CTFG
5546
Capstone Triton Financial Group
Oklahoma
$146M +$12.6M +9% 10.1% 109 10.09%
MAG
5547
MRA Advisory Group
New Jersey
$145M +$6.71M +5% 2.39% 84.5% 151 21.19%
DCM
5548
Delta Capital Management
New Jersey
$145M +$3.19M +2% 4.27% 125% 90 4.44%
AIM
5549
Athena Investment Management
California
$145M +$6.26M +5% 5.33% 80.6% 139 2.88%
ACM
5550
AUA Capital Management
Pennsylvania
$145M -$2.82M -2% 6.07% 61.4% 88 9.09%