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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
OC
7201
Opinicus Capital
Florida
$113M -$5.86M -5% 4.6% 102 12.75%
MFS
7202
Monetta Financial Services
Illinois
$113M -$11.3M -9% 4.28% 275% 61 32.79%
ASP
7203
Adams Street Partners
Illinois
$113M +$142K +0.1% 32.7% 399% 8 37.5%
ICVCFVA
7204
IDG China Venture Capital Fund V Associates
Hong Kong
$113M -$16.8M -13% 13% 7.34% 1 0%
APW
7205
Axim Planning & Wealth
Ohio
$113M +$18.9M +20% 26.1% 3.66% 57 49.12%
SF
7206
SageOak Financial
Oklahoma
$113M +$3.35M +3% 0.36% 46 32.61%
CI
7207
CPR Investments
Michigan
$113M +$1.92M +2% 1.25% 79.3% 45 40%
AGP
7208
Aspire Growth Partners
Florida
$113M +$10.5M +10% 2.53% 116 17.24%
BF
7209
bLong Financial
Tennessee
$113M -$8.75M -7% 2.38% 84 15.48%
SF
7210
Seek First
California
$113M 5.45% 53
HAM
7211
Hickory Asset Management
Ohio
$113M -$5.13M -4% 2.71% 92 5.43%
EAM
7212
Exome Asset Management
New York
$112M -$20.6M -15% 6.45% 84 59.52%
LWM
7213
Lionsbridge Wealth Management
Florida
$112M -$6.64M -6% 0.58% 66% 66 16.67%
USWIA
7214
UP Strategic Wealth Investment Advisors
Pennsylvania
$112M +$12.5M +12% 1.73% 89 14.61%
SIA
7215
Summit Investment Advisors
Maryland
$112M -$81.1K -0.1% 1.85% 59 13.56%
VWM
7216
VanWeelden Wealth Management
Ohio
$112M +$1.71M +2% 0.09% 26 46.15%
BCM
7217
Barden Capital Management
Texas
$112M -$4.18M -4% 1.24% 73.4% 63 9.52%
BFG
7218
Birch Financial Group
New Hampshire
$112M +$23.4M +26% 1.21% 109 24.77%
EVC
7219
Emeth Value Capital
Louisiana
$112M -$11.8M -10% 3.41% 6 16.67%
SPC
7220
Square Peg Capital
Australia
$112M +$3.17M +3% 6.45% 10 20%
TWA
7221
Trace Wealth Advisors
California
$112M +$620K +0.6% 1.2% 59 8.47%
NA
7222
NVP Associates
California
$112M -$74.8M -40% 16.3% 953% 7 14.29%
SOWAS
7223
Silver Oak Wealth Advisors Services
California
$112M -$3.45M -3% 0.33% 40 22.5%
AWA
7224
Arbor Wealth Advisors
Michigan
$112M -$123K -0.1% 0.57% 52 7.69%
NIP
7225
Norwood Investment Partners
California
$112M -$28M -20% 9.44% 25.2% 16 37.5%