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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
TA
5926
TRB Advisors
New York
$102M +$95K +0.1% 1.17% 42.3% 4 0%
ABP
5927
Arthur B. Page
$102M +$6.06M +6% 10.4% 40.4% 50 6%
CAM
5928
Campion Asset Management
Virginia
$102M +$7.18M +8% 11% 59.3% 94 13.83%
OC
5929
Oppenheimer & Close
New York
$102M +$9.41M +10% 18.9% 145% 63 4.76%
EI
5930
EDMP Inc
Florida
$102M +$7.84M +8% 14.2% 68.1% 60 11.67%
GWMI
5931
Guardian Wealth Management (Illinois)
Illinois
$102M +$13.2M +15% 14.2% 103% 272 17.65%
SGWM
5932
Sterling Group Wealth Management
California
$102M 10.9% 54.6% 48
DC
5933
Darrow Company
Massachusetts
$102M +$6.13M +6% 5.79% 30.6% 33 21.21%
SWMP
5934
Signature Wealth Management Partners
New Jersey
$102M +$10.7M +12% 10.3% 70% 105 7.62%
AMAL
5935
Asset Management Advisors LLC
Oklahoma
$101M +$4.44M +5% 8.72% 124% 17 17.65%
AA
5936
AlphaCentric Advisors
Puerto Rico
$101M +$3.77M +4% 10.1% 226 45.58%
KFS
5937
Kaizen Financial Strategies
California
$101M +$2.51M +3% 5.52% 90.5% 140 30%
AWA
5938
Archvest Wealth Advisors
California
$101M +$3.56M +4% 4.93% 36.3% 44 13.64%
GPTE
5939
Generali Powszechne Towarzystwo Emerytalne
Poland
$101M +$13.1M +15% 17.7% 140% 29 10.34%
ACL
5940
Applied Capital LLC
Florida
$101M 13.6% 71% 79
MHWM
5941
Montz Harcus Wealth Management
Louisiana
$101M +$10.1M +11% 8.74% 74.1% 56 16.07%
SA
5942
SRN Advisors
Pennsylvania
$101M -$18.8M -16% 4.63% 146% 127 48.82%
LC
5943
Lakehouse Capital
Australia
$101M +$9.54M +10% 3.14% 47.2% 14 0%
SFB
5944
STAR Financial Bank
Indiana
$101M 9.78% 48.4% 91
FA
5945
Financial Alternatives
California
$101M 7.79% 42.6% 78
RPM
5946
Ridgemont Partners Management
North Carolina
$101M -$4.65M -4% 4.41% 45.6% 1 0%
CWA
5947
Continuum Wealth Advisors
New York
$101M 8.2% 61.4% 46
CI
5948
CPR Investments
Michigan
$101M +$22.9M +29% 1.8% 79.3% 49 59.18%
5SA
5949
5th Street Advisors
Connecticut
$101M +$5.96M +6% 9.84% 39.2% 18 16.67%
OCM
5950
Objective Capital Management
Ohio
$101M +$6.85M +7% 7.92% 96 13.54%