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
OFS
3451
Orrstown Financial Services
Pennsylvania
$420M +$47.5M +13% 142
TAS
3452
TIFF Advisory Services
Pennsylvania
$420M +$113M +37% 18
OGC
3453
Oak Grove Capital
New Hampshire
$419M -$78.9M -16% 71
WDG
3454
Wealth Dimensions Group
Ohio
$419M +$10.7M +3% 162
RA
3455
RR Advisors
Texas
$419M +$29.6M +8% 31
RCP
3456
Reverence Capital Partners
New York
$418M +$82.4M +25% 1
CPG
3457
Cornerstone Planning Group
New Jersey
$418M +$10.9M +3% 1,714
BWP
3458
Bernardo Wealth Planning
Pennsylvania
$418M -$9.8K -0% 117
SG
3459
SCHF (GPE)
Wyoming
$418M 3
SIAP
3460
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$417M +$4.05M +1% 180
SL
3461
Systelligence LLC
Minnesota
$416M +$11.2M +3% 51
CAC
3462
Core Alternative Capital
Georgia
$416M -$62.4M -13% 365
UAM
3463
UAS Asset Management
New York
$416M +$1M +0.2% 16
BHBT
3464
Burke & Herbert Bank & Trust
Virginia
$416M -$6.1M -1% 235
PA
3465
Parkside Advisors
California
$415M -$9.01M -2% 83
HW
3466
Hamilton Wealth
California
$415M +$2.64M +0.6% 135
GLAM
3467
Gardner Lewis Asset Management
Pennsylvania
$415M +$20.4M +5% 99
MIP
3468
Marietta Investment Partners
Wisconsin
$415M -$39M -9% 167
LT
3469
Legacy Trust
Michigan
$415M -$16M -4% 163
GWM
3470
Gibbs Wealth Management
Georgia
$415M +$46.2M +13% 321
SMI
3471
Shelter Mutual Insurance
Missouri
$415M +$13.6M +3% 57
CTWM
3472
Cherry Tree Wealth Management
Minnesota
$415M +$10.6M +3% 765
AIM
3473
Adapt Investment Managers
Switzerland
$414M +$199M +92% 49
BWP
3474
Balboa Wealth Partners
Arizona
$414M -$23.9M -5% 384
NAMP
3475
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$414M -$22.4M -5% 146