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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
CIG
5926
CHB Investment Group
Pennsylvania
$184M -$4.34M -2% 0.96% 74 1.35%
DFS
5927
Dixon Fnancial Services
California
$184M -$4.19M -2% 0.85% 70% 39 7.69%
HBT
5928
Heartland Bank & Trust
Illinois
$184M -$1.21M -0.7% 3.84% 105% 161 18.63%
GWM
5929
Glass Wealth Management
Texas
$184M +$3.01M +2% 2.66% 58 5.17%
TCP
5930
TSG Consumer Partners
California
$184M -$342M -65% 63.5% 70.1% 2 50%
TC
5931
Triavera Capital
California
$184M 7.14% 19
OIM
5932
Oracle Investment Management
Connecticut
$184M +$16.8M +10% 37% 865% 25 36%
PSF
5933
Pacific Sun Financial
California
$184M +$2.24M +1% 1.98% 70.3% 189 5.29%
LAM
5934
Lifestyle Asset Management
Texas
$184M +$2.44M +1% 1.82% 82.6% 121 27.27%
AIA
5935
Arcadia Investment Advisors
Idaho
$184M -$3.06M -2% 0.19% 51.4% 82 4.88%
GWM
5936
GoalFusion Wealth Management
Texas
$183M +$2.97M +2% 1.7% 43.6% 30 10%
PFS
5937
Prospect Financial Services
New York
$183M +$22.1M +14% 6.04% 122 19.67%
MC
5938
MSD Capital
New York
$183M -$415M -69% 17.7% 11.5% 4 25%
EA
5939
Evolution Advisers
Virginia
$183M -$657K -0.4% 2.37% 40.8% 203 13.3%
ACM
5940
Alamar Capital Management
California
$183M +$1.9M +1% 4.23% 84 9.52%
AAMC
5941
Asset Allocation & Management Company
Illinois
$183M +$23.8M +15% 0.99% 53.8% 90 55.56%
5W
5942
5T Wealth
California
$183M 0.41% 97
LODC
5943
Lanham O'Dell & Company
West Virginia
$183M +$4.5M +3% 0.25% 81% 29 31.03%
HPC
5944
Highland Peak Capital
Connecticut
$183M -$45.9M -20% 1.98% 260% 30 63.33%
AIC
5945
Aurora Investment Counsel
Georgia
$183M -$2.2M -1% 2.13% 31.7% 127 21.26%
FGG
5946
Financial Guidance Group
Florida
$183M +$11.2M +7% 0.18% 52% 72 6.94%
DSN
5947
D. Scott Neal
Kentucky
$182M -$6.76M -4% 4.01% 105% 61 14.75%
OFA
5948
Onyx Financial Advisors
Idaho
$182M +$123K +0.1% 1.32% 52.5% 16 12.5%
KCM
5949
Kempner Capital Management
Texas
$182M -$13.2M -7% 2.81% 60.9% 54 14.81%
UFAC
5950
Urban Financial Advisory Corp
Illinois
$182M +$751K +0.4% 0.9% 51 3.92%