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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
AAS
6601
AdviceOne Advisory Services
Connecticut
$165M -$3.96M -2% 2.69% 41 4.88%
OAS
6602
Optivise Advisory Services
Tennessee
$165M -$8.3M -5% 1.38% 219 25.57%
GAAM
6603
Grand Alliance Asset Management
Hong Kong
$165M +$27.8M +20% 49.1% 15 40%
DWMS
6604
Dominguez Wealth Management Solutions
Virginia
$165M +$1.5M +0.9% 0.5% 47.2% 69 5.8%
COA
6605
Charter Oak Advisors
New York
$165M +$46M +39% 17.1% 14 14.29%
TFG
6606
Taylor Financial Group
Virginia
$165M -$5.18M -3% 1.95% 103 4.85%
RWS
6607
Rochester Wealth Strategies
Michigan
$165M +$5.69M +4% 0.32% 24 0%
BPMC
6608
Buckland Partners Management Co
New York
$165M -$15.5M -9% 0.18% 111 24.32%
CPL
6609
Capital & Planning LLC
Georgia
$165M +$143M +663% 4.34% 172 94.77%
OCM
6610
Occam Crest Management
Connecticut
$165M +$20.7M +14% 3.76% 38 36.84%
SMAM
6611
Sugar Maple Asset Management
Wisconsin
$165M +$16M +11% 0.22% 98 28.57%
BCA
6612
Bitterroot Capital Advisors
Montana
$165M +$18.7M +13% 1.28% 61 18.03%
SCP
6613
Sender Company & Partners
New York
$165M -$49.9M -23% 0.28% 36.8% 132 82.58%
AH
6614
Addis & Hill
Pennsylvania
$164M -$618K -0.4% 0.59% 27 0%
GPI
6615
General Partner Inc
Pennsylvania
$164M -$12.2M -7% 1.76% 74% 169 2.37%
CCM
6616
Clutterbuck Capital Management
Ohio
$164M +$44.2M +37% 4.29% 9 55.56%
NCG
6617
Newport Capital Group
New Jersey
$164M +$464K +0.3% 1.3% 75 8%
PVAMC
6618
PPS&V Asset Management Consultants
Michigan
$164M -$8.48M -5% 2.79% 71.1% 42 4.76%
PFS
6619
Prospect Financial Services
New York
$164M -$10.3M -6% 4.27% 109 9.17%
VAM
6620
VMS Asset Management
$164M -$95.8M -37% 29.5% 54 79.63%
CWR
6621
Chico Wealth RIA
California
$164M +$10.2M +7% 1.98% 55.6% 40 25%
ACM
6622
Alamar Capital Management
California
$164M -$17.6M -10% 4.86% 92 15.22%
PWAM
6623
Papamarkou Wellner Asset Management
New York
$164M -$2.72M -2% 2.74% 94 17.02%
GP
6624
Gridiron Partners
Pennsylvania
$164M -$11.9M -7% 1.78% 60 23.33%
LFA
6625
Longview Financial Advisors
Alabama
$164M +$16.5M +11% 5.72% 163 71.17%