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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
OWCM
5676
One Wealth Capital Management
Arizona
$223M +$9.88M +5% 7.04% 129 20.16%
CFGF
5677
Compass Financial Group (Florida)
Florida
$223M +$23.4M +12% 5.76% 44.1% 47 19.15%
DCM
5678
Dudley Capital Management
Virginia
$223M +$22.3M +11% 11.4% 110% 142 14.79%
PC
5679
Panoramic Capital
California
$223M +$90.4M +68% 29.6% 54 44.44%
LWM
5680
Lodestone Wealth Management
Washington
$222M +$17.1M +8% 8.96% 81.1% 177 7.34%
WAM
5681
Worth Asset Management
Texas
$222M +$19.7M +10% 7.79% 115% 204 43.63%
MSS
5682
Mitchell Sinkler & Starr
Pennsylvania
$222M +$13.5M +6% 8.08% 72.2% 148 6.76%
SNWA
5683
Siligmueller & Norvid Wealth Advisors
Illinois
$222M -$35.1M -14% 6% 228 89.91%
HWA
5684
Hillcrest Wealth Advisors
New Jersey
$222M +$9.71M +5% 7.69% 55% 54 11.11%
EA
5685
Evolution Advisers
Virginia
$222M +$18.4M +9% 5.08% 40.8% 162 5.56%
OFM
5686
Omega Fund Management
Massachusetts
$222M +$67.9M +44% 48.9% 106% 14 21.43%
IRP
5687
Investment Research Partners
Pennsylvania
$222M 7.65% 224
SCM
5688
Sage Capital Management
New Jersey
$222M +$14.5M +7% 6.79% 164 8.54%
MC
5689
Matisse Capital
Oregon
$222M +$10.6M +5% 8.39% 66.9% 183 18.58%
LAI
5690
Legal Advantage Investments
California
$222M +$8.29M +4% 9.04% 105% 99 15.15%
YP
5691
YANKCOM Partnership
South Dakota
$222M +$17.7M +9% 7.65% 336 21.73%
ATWA
5692
Arbor Trust Wealth Advisors
Michigan
$222M +$17.6M +9% 7.66% 63.8% 85 5.88%
RA
5693
Ransom Advisory
Rhode Island
$222M +$9.89M +5% 11.4% 329 10.64%
ACG
5694
Ampersand Capital Group
California
$222M +$21M +10% 6.16% 7 0%
LFPWM
5695
Leicht Financial Planning & Wealth Management
New Jersey
$222M +$11.3M +5% 6.04% 46.3% 15 0%
CI
5696
Cordant Inc
Oregon
$222M +$14.3M +7% 4.94% 47% 72 13.89%
PAM
5697
Prodigy Asset Management
Nebraska
$222M +$68.9M +45% 3.65% 25 8%
SWA
5698
Sightline Wealth Advisors
Connecticut
$221M +$14.4M +7% 5.38% 44.4% 96 9.38%
PFSC
5699
Peoples Financial Services Corp
Pennsylvania
$221M +$19.1M +9% 7.92% 93% 269 7.43%
ATC
5700
Advantage Trust Company
Kansas
$221M +$18.4M +9% 7.54% 209 9.57%