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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
PIA
7426
Polaris Investment Advisors
Massachusetts
$138M 3.48% 73
DAM
7427
Diamant Asset Management
Connecticut
$138M +$2.56M +2% 4.12% 66.9% 73 5.48%
BWM
7428
BAM Wealth Management
Colorado
$138M +$9.17M +7% 2.4% 178 28.65%
EFP
7429
Elser Financial Planning
Indiana
$138M +$55.3M +67% 8.73% 82 18.29%
ICVCFVA
7430
IDG China Venture Capital Fund V Associates
Hong Kong
$138M -$19.7M -12% 11.4% 7.34% 1 0%
ACA
7431
AllStreet Capital Advisors
California
$138M 0.57% 66
LBC
7432
Lane Brothers & Co
Arizona
$138M 1.65% 83
SF
7433
SageOak Financial
Oklahoma
$138M +$2.2M +2% 1.32% 33 3.03%
RWA
7434
Reicon Wealth Advisors
Georgia
$138M 2.12% 59
OIM
7435
Oder Investment Management
California
$138M -$1.18M -0.8% 2.22% 97.5% 106 13.21%
SGC
7436
Slocum, Gordon & Co
Rhode Island
$138M +$12.7M +10% 2.5% 55.2% 61 9.84%
HA
7437
HFG Advisors
Ohio
$138M +$2.41M +2% 2.16% 69.7% 119 19.33%
TL
7438
TowerView LLC
New York
$138M +$555K +0.4% 3.77% 17.9% 17 5.88%
SIM
7439
SWP Investment Management
Ohio
$138M +$36.2M +36% 3.08% 54 27.78%
AFW
7440
Avantra Family Wealth
Pennsylvania
$138M +$4.23M +3% 4.14% 165 7.27%
HPBT
7441
Hickory Point Bank & Trust
Illinois
$138M +$4.06M +3% 3.08% 132 7.58%
GCIG
7442
Grand Central Investment Group
Florida
$138M 19% 43
SA
7443
swisspartners Advisors
Switzerland
$138M +$16M +13% 0.64% 73.2% 24 8.33%
SFC
7444
Summit Financial Consulting
Michigan
$138M +$12.4M +10% 1.24% 45 11.11%
SR
7445
Summer Road
Florida
$138M -$11.5M -8% 3.83% 130% 22 22.73%
USWIA
7446
UP Strategic Wealth Investment Advisors
Pennsylvania
$138M +$4.26M +3% 3.52% 96 18.75%
OCA
7447
OEP Capital Advisors
New York
$138M +$14M +11% 11.3% 23.2% 1 0%
MCM
7448
M28 Capital Management
Connecticut
$138M +$69.6M +102% 117% 200% 9 0%
AC
7449
Anson Capital
Georgia
$137M +$4.09M +3% 2.19% 45.8% 87 9.2%
GAAM
7450
Grand Alliance Asset Management
Hong Kong
$137M -$24.3M -15% 28.4% 13 53.85%