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
OBWP
4126
O'Brien Wealth Partners
Massachusetts
$127M -$9.38M -7% 41
MWC
4127
MBM Wealth Consultants
Missouri
$127M +$6.97M +6% 231
FF
4128
Friedenthal Financial
New Jersey
$127M +$10.8M +9% 67
GCM
4129
GoodHaven Capital Management
New Jersey
$127M +$3.53M +3% 23
BSAM
4130
Blue Square Asset Management
New York
$127M 80
ACP
4131
Acuta Capital Partners
California
$127M -$132M -51% 39
PCAP
4132
Pratt Collard Advisory Partners
New York
$127M +$139K +0.1% 106
GAAM
4133
Guinness Atkinson Asset Management
California
$127M -$8.03M -6% 65
GSM
4134
Global Strategic Management
Puerto Rico
$127M +$13.3M +12% 38
EGWAG
4135
Elwood & Goetz Wealth Advisory Group
Georgia
$126M +$9.74M +8% 31
MSWM
4136
Mader & Shannon Wealth Management
Missouri
$126M +$8.64M +7% 23
RIM
4137
Reliant Investment Management
Tennessee
$126M -$5.95M -4% 54
RMSCM
4138
R.M. Sincerbeaux Capital Management
New York
$126M +$3.39M +3% 52
HJMC
4139
Hellman Jordan Management Company
Massachusetts
$126M +$52.9M +72% 67
TCMNY
4140
Thrive Capital Management (New York)
New York
$126M -$28.3M -18% 5
RCIM
4141
Russell Clark Investment Management
United Kingdom
$126M -$30.8M -20% 47
SIAM
4142
Sterling Investment Advisors (Missouri)
Missouri
$126M +$471K +0.4% 28
SDWIA
4143
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$126M +$4.73M +4% 87
WSL
4144
Western Standard LLC
California
$126M -$9.46M -7% 53
HAM
4145
Hammer Asset Management
California
$126M +$4.74M +4% 57
CA
4146
Centerpoint Advisors
Massachusetts
$126M +$641K +0.5% 291
EF
4147
Exeter Financial
Arizona
$126M +$6.09M +5% 71
PIP
4148
Peachtree Investment Partners
Florida
$126M -$1.67M -1% 70
WTFG
4149
Wells Trecaso Financial Group
Ohio
$126M +$3.9M +3% 67
PHAM
4150
Portland Hill Asset Management
United Kingdom
$125M -$11.3M -8% 20