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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
8351
OneAscent Investment Solutions
Alabama
$94.4M +$399K +0.4% 1.74% 128 12.5%
BFS
8352
Boyer Financial Services
California
$94.3M 1.78% 51
PCP
8353
Pacific Capital Partners
$94.2M +$4.34M +5% 4.01% 49.8% 37 13.51%
SFO
8354
Standard Family Office
South Dakota
$94.1M +$1.85M +2% 2.06% 67.6% 29 0%
FCM
8355
Fourier Capital Management
$94.1M 15.2% 20
DFG
8356
DiPaolo Financial Group
Florida
$93.9M 1.71% 31
OAG
8357
Oakmont Advisory Group
New Mexico
$93.7M 0.93% 116
WPA
8358
Winning Points Advisors
Florida
$93.5M 3.5% 43
DWRES
8359
Divco West Real Estate Services
California
$93.3M -$14.3M -13% 12.5% 22.3% 4 0%
FWS
8360
FinDec Wealth Services
California
$93.2M -$3.33M -3% 1.88% 47.6% 35 11.43%
AM
8361
Account Management
Massachusetts
$93.2M -$619K -0.7% 0.17% 87.4% 23 4.35%
SPW
8362
Surience Private Wealth
Washington
$93.1M -$16.3M -15% 3.88% 168% 51 76.47%
BWM
8363
Briggs Wealth Management
Connecticut
$93M 1.87% 54
AWA
8364
Ark Wealth Advisors
California
$92.9M 2.46% 77
JCM
8365
JAT Capital Management
Connecticut
$92.9M +$46.6M +101% 3.53% 734% 28 82.14%
CG
8366
Circumference Group
Arkansas
$92.8M +$3.32M +4% 6.58% 28 35.71%
CPM
8367
Corre Partners Management
New York
$92.8M +$4.67M +5% 3.17% 109% 5 40%
ACMH
8368
Andar Capital Management (HK)
Hong Kong
$92.8M -$6.11M -6% 30.1% 983% 28 75%
WS
8369
Wilian Securities
Minnesota
$92.8M 1.4% 95
EW
8370
Expressive Wealth
Illinois
$92.6M 4.08% 122
SIRP
8371
Shelter Insurance Retirement Plan
Missouri
$92.5M +$2.07M +2% 2.32% 60.5% 8 0%
ZWA
8372
Zinnia Wealth Advisory
Florida
$92.5M 1.65% 91
YF
8373
Yu Fan
$92.3M +$15.4M +20% 31.6% 42.7% 5 20%
TFS
8374
truNorth Financial Services
Pennsylvania
$92.2M 4.45% 48
FHM
8375
Framtiden Holdings Management
Illinois
$92.2M 0.53% 6