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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
AWM
5601
Aberdeen Wealth Management
Illinois
$108M -$17.3M -14% 7.67% 56.7% 160 28.13%
HFAS
5602
Hummer Financial Advisory Services
Illinois
$108M +$5.32M +5% 6.32% 60.6% 110 9.09%
OC
5603
Oppenheimer & Close
New York
$108M +$19.1M +22% 11% 145% 58 13.79%
LAM
5604
L2 Asset Management
Massachusetts
$108M +$10.8M +11% 6.84% 110% 107 34.58%
JFS
5605
JD Financial Services
Pennsylvania
$108M +$28.9M +37% 4.58% 47 36.17%
GWM
5606
Greenhouse Wealth Management
Connecticut
$108M +$7.02M +7% 7.45% 65.7% 53 5.66%
1CP
5607
17 Capital Partners
Arizona
$108M 10.1% 99
PSC
5608
Piper Sandler & Co
Minnesota
$108M -$12.8M -11% 0.02% 0.09% 18 16.67%
TC
5609
Tenret Company
Florida
$108M 5% 25
OWA
5610
Opal Wealth Advisors
New York
$107M +$15.5M +17% 7.73% 55.6% 94 22.34%
APC
5611
Aristotle Pacific Capital
California
$107M -$46.8M -30% 3.24% 1.3% 22 22.73%
DAM
5612
Derbend Asset Management
Georgia
$107M 9.43% 23.9% 87
BCG
5613
Barington Capital Group
New York
$107M +$12.3M +13% 24.2% 55.3% 13 15.38%
KCM
5614
Khrom Capital Management
Florida
$107M 21.2% 36.7% 15
CCM
5615
Crew Capital Management
Ohio
$107M +$6.76M +7% 7.22% 76.3% 106 11.32%
AWM
5616
Avondale Wealth Management
Texas
$107M +$5.41M +5% 6.72% 78.6% 110 14.55%
CCP
5617
Clifford Capital Partners
Utah
$107M +$10.7M +11% 6.04% 54% 44 11.36%
CCM
5618
Coe Capital Management
Illinois
$106M +$6.51M +7% 9.06% 84.4% 117 14.53%
DLDF
5619
Dan L. Duncan Foundation
Texas
$106M +$3.48M +3% 3.65% 11.8% 3 0%
MFG
5620
Menard Financial Group
Texas
$106M +$12.6M +14% 8.81% 105% 171 31.58%
ARS
5621
Adirondack Retirement Specialists
New York
$106M +$7.99M +8% 16.5% 13.1% 16 0%
HP
5622
HealthInvest Partners
Sweden
$106M -$20M -16% 4.06% 15 40%
VBCG
5623
Valley Brook Capital Group
Pennsylvania
$105M -$5.58M -5% 5.77% 77.9% 476 75.21%
DM
5624
Delphi Management
Massachusetts
$105M +$10.6M +11% 6.6% 78% 113 30.09%
CAM
5625
CIF Asset Management
Hong Kong
$105M +$55.5M +113% 16.2% 9 33.33%