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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
OPPS
5726
Obsidian Personal Planning Solutions
Maryland
$164M +$11.5M +8% 0.7% 58.2% 104 11.54%
PM
5727
Penbrook Management
New York
$164M +$2.49M +2% 5.45% 103% 107 10.28%
SIAM
5728
Sterling Investment Advisors (Missouri)
Missouri
$164M -$6.76M -4% 0.01% 37.8% 33 0%
LA
5729
Latitude Advisors
Florida
$164M +$3.8M +2% 4.05% 72% 194 14.43%
GEH
5730
General Equity Holdings
New York
$164M +$43.3M +36% 37.8% 1,293% 6 50%
XXIP
5731
Xiamen Xinweidachuang Investment Partnership
China
$164M -$113M -41% 41% 28.5% 1 0%
PGF
5732
Plan Group Financial
Oklahoma
$164M +$11.2M +7% 0.55% 47.2% 107 19.63%
RF
5733
RHS Financial
California
$163M -$8.21M -5% 1.89% 47.5% 110 31.82%
FHWM
5734
Fox Hill Wealth Management
Massachusetts
$163M +$14.9M +10% 9.57% 145 10.34%
CWM
5735
CarsonAllaria Wealth Management
Illinois
$163M +$4.4M +3% 0.8% 51.7% 431 20.42%
VCM
5736
Viewpoint Capital Management
Washington
$163M +$6.07M +4% 3.95% 105% 143 9.09%
ICP
5737
Indus Capital Partners
New York
$163M +$2.48M +2% 11.2% 115% 5 0%
CCP
5738
Clarity Capital Partners
California
$163M +$11.3M +7% 5.91% 140 24.29%
LHCM
5739
Lloyd Harbor Capital Management
New York
$163M -$2.44M -1% 1.86% 206% 20 45%
FFA
5740
Fortune Financial Advisors
Kansas
$163M +$5.41M +3% 1.71% 76.8% 129 5.43%
EFMH
5741
E Fund Management (HK)
Hong Kong
$163M +$10.5M +7% 5.69% 163% 168 69.05%
ACM
5742
Accent Capital Management
Ohio
$163M +$47.1M +41% 11.7% 233 49.36%
APC
5743
Alpine Peaks Capital
New York
$163M -$10.7M -6% 5.31% 17.2% 25 8%
PSIWM
5744
Paradigm Strategies in Wealth Management
Minnesota
$163M +$707K +0.4% 0.64% 37.9% 51 3.92%
TCPG
5745
Trivant Custom Portfolio Group
California
$163M +$5.65M +4% 4.91% 86.1% 199 14.07%
FGG
5746
Financial Guidance Group
Florida
$163M +$8.74M +6% 0.44% 52% 69 17.39%
RA
5747
Riverstone Advisors
Texas
$163M -$5M -3% 4.37% 83.3% 52 15.38%
AIC
5748
Argus Investors Counsel
New York
$163M -$178K -0.1% 5.62% 92.3% 119 19.33%
RSA
5749
River Street Advisors
Illinois
$163M +$14.6M +10% 3.58% 88.8% 144 13.89%
NF
5750
Nvest Financial
New Hampshire
$163M +$12.5M +8% 4.34% 75.6% 95 22.11%