Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SC
3776
Searle & Co
Connecticut
$182M +$12.2M +7% 7.8% 62.1% 142
WEO
3777
William E. Oberndorf
$182M -$3.91M -2% 15.2% 107% 8
SFA
3778
Semmax Financial Advisors
North Carolina
$181M +$14.5M +9% 4.47% 314
PCR
3779
Potrero Capital Research
California
$181M +$17M +10% 9.43% 98.3% 53
SAMC
3780
Spectrum Asset Management (California)
California
$181M +$25.2M +16% 7.05% 53.8% 100
AF
3781
Affiance Financial
Minnesota
$181M +$16.6M +10% 5.9% 46.3% 147
BF
3782
Blankinship & Foster
California
$181M +$13M +8% 6.81% 46.5% 49
BI
3783
Ballast Inc
Kentucky
$181M +$18.3M +11% 7.17% 50.7% 108
PWSG
3784
Pacific Wealth Strategies Group
California
$181M +$18.6M +11% 8.01% 81.1% 84
TWM
3785
Torch Wealth Management
Ohio
$181M +$12.1M +7% 8.09% 48.8% 113
OFS
3786
OneAscent Financial Services
Alabama
$181M +$158M +707% 5.97% 43.2% 189
BPGAM
3787
BTG Pactual Global Asset Management
Bermuda
$181M +$63.9M +55% 4.47% 41.1% 92
CCM
3788
Cota Capital Management
California
$181M 10.7% 46% 13
LWA
3789
Lowe Wealth Advisors
Maryland
$180M +$12.6M +8% 6.03% 46.2% 340
AFA
3790
Arlington Financial Advisors
California
$180M +$4.61M +3% 8.02% 55.6% 61
TLIC
3791
Taiyo Life Insurance Company
Japan
$180M +$12.8M +8% 7.68% 72.1% 5
OAM
3792
Oak Asset Management
California
$180M +$13.8M +8% 11.2% 63.9% 97
MWM
3793
MinichMacGregor Wealth Management
New York
$180M +$31.7M +21% 4.05% 83.1% 56
RW
3794
REDW Wealth
New Mexico
$180M +$9.42M +6% 4.53% 43.2% 88
TC
3795
TAP Consulting
Missouri
$179M +$10.2M +6% 5.42% 3.06% 111
ITIM
3796
Indiana Trust & Investment Management
Indiana
$179M +$724K +0.4% 4.65% 78.2% 119
ETI
3797
Enterprise Trust & Investment
California
$179M +$16.1M +10% 11.5% 58.6% 206
CM
3798
CoreCommodity Management
Connecticut
$179M +$19.9M +12% 12.1% 22.2% 185
BWM
3799
Bernicke Wealth Management
Wisconsin
$179M +$6.28M +4% 3.29% 14.4% 47
TWA
3800
Tillar-Wenstrup Advisors
Ohio
$179M +$6.48M +4% 5.17% 27.4% 53