We are live on ! Find out more

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
OWA
6301
Oak Wealth Advisors
Illinois
$182M +$7.83M +4% 0.26% 60 6.67%
TFP
6302
Tilia Fiduciary Partners
North Carolina
$182M +$829K +0.5% 1.01% 69.4% 121 9.92%
HIMS
6303
Hager Investment Management Services
New Hampshire
$182M -$1.4M -0.8% 1.29% 343 10.2%
LG
6304
LAM Group
Oregon
$182M +$7.22M +4% 0.96% 54.3% 135 45.19%
AFS
6305
Anderson Financial Strategies
Ohio
$182M +$9.66M +6% 0.13% 39 23.08%
EMB
6306
Elefante Mark B
$182M +$18.6M +11% 2.28% 60 10%
CIA
6307
Cladis Investment Advisory
Montana
$182M -$942K -0.5% 2.31% 97% 166 11.45%
HWM
6308
HFG Wealth Management
Texas
$182M +$329K +0.2% 0.63% 53 7.55%
LIM
6309
Lancaster Investment Management
United Kingdom
$182M -$13.2M -7% 10.6% 18% 10 30%
DCM
6310
Delta Capital Management
New Jersey
$182M +$3.69M +2% 5.12% 125% 106 8.49%
SBCM
6311
Silverberg Bernstein Capital Management
New York
$182M +$8.37M +5% 6.28% 68 2.94%
SP
6312
Successful Portfolios
Florida
$181M -$14.8M -8% 0.98% 101% 200 10%
WPEP
6313
Walnut Private Equity Partners
Nebraska
$181M +$9.42M +5% 6.11% 60.6% 14 7.14%
HIM
6314
Hanlon Investment Management
New Jersey
$181M +$921K +0.5% 2.37% 57.5% 248 33.47%
HWMC
6315
Heritage Wealth Management (California)
California
$181M +$23.9M +15% 1.46% 99 14.14%
WWM
6316
Wolff Wiese Magana
California
$181M -$1.39M -0.8% 1.08% 136% 1,030 12.82%
RWP
6317
Ridgecrest Wealth Partners
California
$181M -$3.21M -2% 1.93% 78.6% 109 17.43%
TCOK
6318
Trust Company of Kansas
Kansas
$181M -$36.1M -17% 0.39% 87% 57 5.26%
ATIA
6319
American Trust Investment Advisors
New Hampshire
$181M -$6M -3% 2.06% 81.1% 83 15.66%
TWP
6320
Tower Wealth Partners
Pennsylvania
$181M -$967K -0.5% 0.38% 45.2% 99 24.24%
VM
6321
Valor Management
Illinois
$181M +$126M +228% 16.4% 15.4% 5 40%
KPPF
6322
Klein Pavlis & Peasley Financial
California
$181M +$11.2M +7% 6.35% 99 13.13%
AA
6323
AF Advisors
California
$181M -$82.3M -31% 27% 81.3% 31 22.58%
MGW
6324
MB Generational Wealth
Washington
$181M -$8.07M -4% 0.26% 68 4.41%
BRPW
6325
Ballast Rock Private Wealth
South Carolina
$181M +$20.8M +13% 0.76% 189 15.87%