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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
WFL
6601
Wealth Forward LLC
North Dakota
$177M +$4.77M +3% 1.73% 45 8.89%
LTL
6602
Lowery Thomas LLC
California
$177M +$3.81M +2% 2.19% 74.7% 55 0%
OCM
6603
Orser Capital Management
Texas
$177M -$13.2M -7% 3.91% 122% 77 36.36%
DWA
6604
Dougherty Wealth Advisers
Minnesota
$177M +$21.7M +14% 2.13% 67.5% 125 16%
KRAVCF
6605
Karnit Road Accident Victims Compensation Fund
$177M 2.53% 16
AWMM
6606
Aegis Wealth Management (Maryland)
Maryland
$177M -$9.8M -5% 3.16% 127 7.87%
PFA
6607
Presper Financial Architects
Ohio
$177M +$4.5M +3% 0.8% 56 12.5%
UAH
6608
United Airlines Holdings
Illinois
$177M 7.28% 3
PWSG
6609
Pacific Wealth Strategies Group
California
$177M +$13.6M +8% 4.69% 75.5% 67 13.43%
AP
6610
Andera Partners
$177M 2.77% 5
FD
6611
Financial Designs
California
$177M +$3.86M +2% 0.91% 42.1% 24 12.5%
GGA
6612
Granite Group Advisors
Connecticut
$177M +$11.4M +7% 1.24% 92 16.3%
CFG
6613
CNO Financial Group
Indiana
$176M +$25.9M +17% 0.98% 10 20%
CPL
6614
CAP Partners LLC
Tennessee
$176M +$254K +0.1% 0.61% 154 12.34%
DF
6615
Define Financial
California
$176M +$9.76M +6% 1.46% 45 15.56%
HIA
6616
Harvest Investment Advisors
Florida
$176M +$6.13M +4% 3.06% 78.3% 59 3.39%
AIM
6617
Aurora Investment Managers
Florida
$176M -$7.38M -4% 2.12% 47% 52 19.23%
KIM
6618
Kestrel Investment Management
California
$176M -$994K -0.6% 3.74% 89.2% 46 26.09%
GPI
6619
General Partner Inc
Pennsylvania
$176M -$5.27M -3% 3.5% 74% 173 4.62%
MWM
6620
Momentous Wealth Management
Washington
$176M +$18.7M +12% 1.98% 48 20.83%
SIM
6621
Sterling Investment Management
Arizona
$176M +$9.85M +6% 3.77% 44.1% 74 17.57%
WAC
6622
William Allan Corp
Colorado
$176M -$2.06M -1% 1.81% 84.7% 60 18.33%
VAM
6623
Vienna Asset Management
California
$176M +$8.45M +5% 5% 63 26.98%
SCM
6624
Solas Capital Management
Connecticut
$176M +$12.4M +8% 10.7% 62.5% 26 38.46%
PS
6625
Pinney & Scofield
Massachusetts
$176M +$15.2M +9% 4.55% 220 5%