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
OCPWS
4151
One Charles Private Wealth Services
Massachusetts
$152M 35
HM
4152
HCSF Management
California
$152M +$8.81M +6% 13
RBFC
4153
Roman Butler Fullerton & Co
Missouri
$152M +$6.95M +5% 176
HIS
4154
Horizon Investment Services
Indiana
$152M +$1.26M +0.8% 109
AC
4155
Addison Capital
Pennsylvania
$152M +$10.8M +8% 129
BCIM
4156
Bishop & Co Investment Management
Pennsylvania
$151M +$14M +10% 25
SFC
4157
SYM Financial Corp
Indiana
$151M +$1.84M +1% 98
CWA
4158
Clarus Wealth Advisors
Arizona
$151M +$14.5M +11% 167
TW
4159
Towerpoint Wealth
California
$151M +$4.12M +3% 87
HS
4160
Haafor (Singapore)
Singapore
$151M 275
GTCM
4161
Gyon Technologies Capital Management
New Jersey
$151M 128
PAM
4162
Peninsula Asset Management
Florida
$151M +$4.9M +3% 47
SCM
4163
Stonehearth Capital Management
Massachusetts
$151M +$14M +10% 63
LD
4164
Lipe & Dalton
New York
$151M +$13.9M +10% 109
WFM
4165
Wolff Financial Management
Michigan
$151M +$13.8M +10% 83
ACM
4166
AREX Capital Management
New York
$151M 11
SIM
4167
Sterling Investment Management
Arizona
$151M +$13.8M +10% 66
JFGLC
4168
Johnson Financial Group LLC (Colorado)
Colorado
$151M +$5.37M +4% 20
SIC
4169
Shoker Investment Counsel
Ohio
$150M +$11.1M +8% 100
LTI
4170
Laffer Tengler Investments
Tennessee
$150M +$33.1M +28% 146
MMHP
4171
Murphy Middleton Hinkle & Parker
Georgia
$150M +$9.16M +6% 133
CCM
4172
Consolidated Capital Management
California
$150M +$11.9M +9% 37
BWM
4173
BCS Wealth Management
Tennessee
$150M 113
SSW
4174
Smith Shellnut Wilson
Mississippi
$150M +$15M +11% 138
IC
4175
Innealta Capital
Texas
$150M +$36.6M +32% 50