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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
HB
7326
Hauser Brothers
Germany
$124M +$23.6M +23% 37.9% 7 14.29%
JAA
7327
Joel Adams & Associates
North Carolina
$124M +$11M +10% 4.84% 66 12.12%
LCG
7328
Lakeshore Capital Group
Illinois
$124M +$11.1M +10% 8.02% 79 1.27%
OFG
7329
Orcam Financial Group
California
$124M +$8.73M +8% 5.4% 40% 55 7.27%
DM
7330
Diker Management
New York
$124M +$17.4M +16% 12.6% 210% 42 28.57%
LSC
7331
Lesa Sroufe & Co
Washington
$124M +$14.9M +14% 18.8% 73 9.59%
VI
7332
Ventas Inc
Illinois
$124M 3% 1
FAI
7333
Fiduciary Advisors Inc
Missouri
$124M +$10.1M +9% 5.89% 102 10.78%
IP
7334
Integras Partners
Georgia
$124M +$24.5M +25% 6.16% 62 17.74%
OCA
7335
OEP Capital Advisors
New York
$124M -$6.63M -5% 5.09% 23.2% 1 0%
OF
7336
Outfitter Financial
Maine
$124M +$6.32M +5% 6.86% 95.9% 78 10.26%
EPCA
7337
Elizabeth Park Capital Advisors
Ohio
$124M +$12.1M +11% 7% 119% 51 25.49%
IVP
7338
Intrinsic Value Partners
Arizona
$123M +$11.1M +10% 12.3% 126% 70 8.57%
YEPI
7339
Yorktown Energy Partners IX
New York
$123M +$65.8M +115% 145% 67.3% 2 0%
VFP
7340
Vested Financial Planning
California
$123M +$10.9M +10% 6.44% 30 6.67%
ECP
7341
Epacria Capital Partners
Colorado
$123M +$3.47M +3% 4.06% 89.1% 34 0%
EWP
7342
Equity Wealth Partners
Missouri
$123M 6.44% 80
MFN
7343
Midwest Financial Network
Illinois
$123M +$22.5M +22% 4.43% 67 16.42%
LWM
7344
Lighthouse Wealth Management
Ohio
$123M +$7.64M +7% 6.46% 45 11.11%
DFA
7345
Davies Financial Advisors
California
$123M -$5.62M -4% 10.2% 77 18.18%
SCM
7346
Stonepine Capital Management
Oregon
$123M +$21.1M +21% 34.9% 231% 78 50%
MCFP
7347
Mallini Complete Financial Planning
Florida
$123M +$43.8M +55% 4.96% 63 7.94%
MAFA
7348
MJT & Associates Financial Advisory
Minnesota
$123M +$42.3M +52% 6.26% 526 22.81%
OFO
7349
OneAscent Family Office
Alabama
$123M +$17.2M +16% 7.31% 168 21.43%
CCP
7350
Crocodile Capital Partners
Germany
$123M +$63.3M +106% 38.3% 190% 12 8.33%