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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
OCM
6926
Octahedron Capital Management
California
$132M +$17.6M +15% 31.4% 150% 25 36%
AI
6927
Axos Invest
Nevada
$132M +$3.42M +3% 8.47% 22 0%
OIM
6928
Oder Investment Management
California
$132M +$14.6M +12% 17% 88.7% 99 7.07%
AIS
6929
Accredited Investor Services
Minnesota
$132M +$12.6M +11% 10.2% 73 8.22%
KCIC
6930
Kuhn & Co Investment Counsel
Illinois
$132M +$13.7M +12% 8.38% 135 8.15%
LAMNM
6931
Longview Asset Management (New Mexico)
New Mexico
$132M +$15.8M +14% 8.97% 59 13.56%
PI
6932
Pachira Investments
California
$132M -$10M -7% 9.5% 72.6% 58 13.79%
MWM
6933
Moulton Wealth Management
Washington
$132M +$1.1M +0.8% 5.14% 47.1% 43 34.88%
PC
6934
Panoramic Capital
California
$132M +$45.7M +53% 37.8% 49 61.22%
BCM
6935
BML Capital Management
Indiana
$132M +$8.62M +7% 14.9% 395% 29 24.14%
IA
6936
IFS Advisors
Kansas
$132M +$9.01M +7% 7.69% 47.6% 205 20%
ACM
6937
Alethea Capital Management
Washington
$132M -$1.89M -1% 5.51% 200% 33 72.73%
GEH
6938
General Equity Holdings
New York
$132M +$21.8M +20% 48.1% 1,293% 10 40%
CAP
6939
Columbia Advisory Partners
Washington
$132M +$16.8M +15% 7.25% 63.7% 84 19.05%
RWM
6940
Riverbend Wealth Management
South Carolina
$132M +$20.3M +18% 10% 144 23.61%
AIA
6941
Affinity Investment Advisors
California
$132M +$9.32M +8% 14.6% 120% 163 32.52%
TPBG
6942
Turning Point Benefit Group
Maryland
$132M +$25.1M +23% 6.85% 80 20%
SCM
6943
Sunbeam Capital Management
Georgia
$132M +$27M +26% 11.4% 92 14.13%
CC
6944
Commons Capital
Massachusetts
$132M +$23M +21% 18.5% 138% 123 30.89%
NDBT
6945
North Dallas Bank & Trust
Texas
$132M 9.18% 99
BGAI
6946
Bruce G. Allen Investments
Colorado
$132M +$5.62M +4% 5.09% 1,147 11.07%
PBRA
6947
Pine Brook Road Advisors
New York
$132M +$4.21M +3% 3.39% 2 0%
LFA
6948
Laraway Financial Advisors
Minnesota
$132M +$5.97M +5% 8.41% 69.8% 125 3.2%
CMMS
6949
Comprehensive Money Management Services
Florida
$132M +$7.96M +6% 4.9% 189 7.94%
OO
6950
Obsido Oy
$132M +$15.1M +13% 10.2% 20 0%