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
OFW
4001
Omnia Family Wealth
Florida
$137M -$61.2M -31% 100
WFM
4002
Wolff Financial Management
Michigan
$137M +$7.05M +5% 84
SCM
4003
Stonehearth Capital Management
Massachusetts
$137M +$286K +0.2% 57
LD
4004
Lipe & Dalton
New York
$137M -$2.91M -2% 107
TWS
4005
Thomas W. Smith
$137M -$8.07M -6% 10
AIM
4006
Assured Investment Management
New York
$137M -$63M -32% 41
AIS
4007
Accurate Investment Solutions
Pennsylvania
$137M +$5.47M +4% 440
UCMOK
4008
United Capital Management of KS
Kansas
$137M +$4.57M +3% 108
SIM
4009
Sterling Investment Management
Arizona
$137M +$7.58M +6% 63
CWA
4010
Clarus Wealth Advisors
Arizona
$137M -$1.53M -1% 624
LC
4011
Landaas & Company
Wisconsin
$137M -$3.55M -3% 59
FCCM
4012
First City Capital Management
Georgia
$137M -$527K -0.4% 140
SAM
4013
Sequent Asset Management
Texas
$137M -$1.99M -1% 54
GI
4014
GS Investments
Minnesota
$137M +$14.3M +12% 120
DR
4015
Davis Rea
Ontario, Canada
$137M -$37.2M -21% 58
SCM
4016
Smith Capital Management
Arkansas
$136M +$29K +0% 83
CRCM
4017
Crystal Rock Capital Management
Illinois
$136M +$986K +0.7% 38
PCM
4018
Poehling Capital Management
Wisconsin
$136M -$12.9M -9% 110
IDBONY
4019
Israel Discount Bank of New York
New York
$136M +$4.39M +3% 85
NFP
4020
Narus Financial Partners
Utah
$136M +$6.98M +5% 74
MS
4021
Marshall & Sullivan
Washington
$136M -$5.36M -4% 42
SAM
4022
Selway Asset Management
$136M -$12.9M -9% 73
MF
4023
Madrona Funds
Washington
$136M 58
MFS
4024
Madrona Financial Services
Washington
$136M +$28.4M +26% 59
NL
4025
NKCFO LLC
Illinois
$136M +$2.89M +2% 118