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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
OIS
8001
OneAscent Investment Solutions
Alabama
$94.4M +$399K +0.4% 128
CCA
8002
Cruiser Capital Advisors
Connecticut
$94.4M -$620K -0.7% 63
HCM
8003
Hestia Capital Management
Pennsylvania
$94.3M -$41.3M -30% 22
BFS
8004
Boyer Financial Services
California
$94.3M 51
TIM
8005
Timelo Investment Management
Ontario, Canada
$94.2M +$34M +56% 59
PCP
8006
Pacific Capital Partners
$94.2M +$4.34M +5% 37
SFO
8007
Standard Family Office
South Dakota
$94.1M +$1.85M +2% 29
FCM
8008
Fourier Capital Management
$94.1M 20
DFG
8009
DiPaolo Financial Group
Florida
$93.9M 31
APW
8010
Axim Planning & Wealth
Ohio
$93.9M -$31.8M -25% 94
OAG
8011
Oakmont Advisory Group
New Mexico
$93.7M 116
DWRES
8012
Divco West Real Estate Services
California
$93.3M -$14.3M -13% 4
FWS
8013
FinDec Wealth Services
California
$93.2M -$3.33M -3% 35
AM
8014
Account Management
Massachusetts
$93.2M -$619K -0.7% 23
BWM
8015
Briggs Wealth Management
Connecticut
$93M 54
AWA
8016
Ark Wealth Advisors
California
$92.9M 77
JCM
8017
JAT Capital Management
Connecticut
$92.9M +$46.6M +101% 28
ACMH
8018
Andar Capital Management (HK)
Hong Kong
$92.8M -$6.11M -6% 28
WS
8019
Wilian Securities
Minnesota
$92.8M 95
EW
8020
Expressive Wealth
Illinois
$92.6M 122
SIRP
8021
Shelter Insurance Retirement Plan
Missouri
$92.5M +$2.07M +2% 8
ZWA
8022
Zinnia Wealth Advisory
Florida
$92.5M 91
JRCM
8023
Jones Road Capital Management
New York
$92.4M -$2.26M -2% 24
YF
8024
Yu Fan
$92.3M +$15.4M +20% 5
TFS
8025
truNorth Financial Services
Pennsylvania
$92.2M 48