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
CHA
3776
Cooper/Haims Advisors
New York
$182M +$18M +11% 57
SC
3777
Searle & Co
Connecticut
$182M +$12.2M +7% 142
WEO
3778
William E. Oberndorf
$182M -$3.91M -2% 8
SFA
3779
Semmax Financial Advisors
North Carolina
$181M +$14.5M +9% 314
PCR
3780
Potrero Capital Research
California
$181M +$17M +10% 53
SAMC
3781
Spectrum Asset Management (California)
California
$181M +$25.2M +16% 100
AF
3782
Affiance Financial
Minnesota
$181M +$16.6M +10% 147
BF
3783
Blankinship & Foster
California
$181M +$13M +8% 49
BI
3784
Ballast Inc
Kentucky
$181M +$18.3M +11% 108
PWSG
3785
Pacific Wealth Strategies Group
California
$181M +$18.6M +11% 84
TWM
3786
Torch Wealth Management
Ohio
$181M +$12.1M +7% 113
OFS
3787
OneAscent Financial Services
Alabama
$181M +$158M +707% 189
BPGAM
3788
BTG Pactual Global Asset Management
Bermuda
$181M +$63.9M +55% 92
CCM
3789
Cota Capital Management
California
$181M 13
LWA
3790
Lowe Wealth Advisors
Maryland
$180M +$12.6M +8% 340
AFA
3791
Arlington Financial Advisors
California
$180M +$4.61M +3% 61
TLIC
3792
Taiyo Life Insurance Company
Japan
$180M +$12.8M +8% 5
OAM
3793
Oak Asset Management
California
$180M +$13.8M +8% 97
MWM
3794
MinichMacGregor Wealth Management
New York
$180M +$31.7M +21% 56
RW
3795
REDW Wealth
New Mexico
$180M +$9.42M +6% 88
TC
3796
TAP Consulting
Missouri
$179M +$10.2M +6% 111
ITIM
3797
Indiana Trust & Investment Management
Indiana
$179M +$724K +0.4% 119
ETI
3798
Enterprise Trust & Investment
California
$179M +$16.1M +10% 206
CM
3799
CoreCommodity Management
Connecticut
$179M +$19.9M +12% 185
BWM
3800
Bernicke Wealth Management
Wisconsin
$179M +$6.28M +4% 47