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
DC
4201
DeDora Capital
California
$229M +$18.1M +9% 99
OPW
4202
Oxler Private Wealth
New York
$229M +$32M +16% 128
PCFFS
4203
Pacific Center for Financial Services
California
$229M +$20.2M +10% 360
TWM
4204
TMD Wealth Management
Arizona
$229M +$18.7M +9% 43
VCM
4205
Voleon Capital Management
California
$229M +$69M +43% 12
LRIC
4206
Long Road Investment Counsel
Michigan
$229M +$7.1M +3% 74
PFA
4207
Pinnacle Family Advisors
Missouri
$229M +$38.3M +20% 150
PCM
4208
Palouse Capital Management
Washington
$229M +$2.16M +1% 104
AFM
4209
Abbot Financial Management
Massachusetts
$229M +$8.37M +4% 135
BW
4210
Bison Wealth
Georgia
$229M -$4.52M -2% 506
CNBT
4211
Cornerstone National Bank & Trust
Illinois
$229M +$15.5M +7% 62
T
4212
Tinicum
New York
$228M -$3.69M -2% 2
HCM
4213
HM Capital Management
Missouri
$228M +$13.1M +6% 46
CP
4214
Castleview Partners
Texas
$228M 922
DM
4215
Diker Management
New York
$228M +$14.5M +7% 44
NC
4216
Nixon Capital
Texas
$228M +$28.2M +14% 25
WAM
4217
Westport Asset Management
Connecticut
$228M +$8.63M +4% 76
JGIA
4218
Jackson Grant Investment Advisers
Connecticut
$228M +$10.2M +5% 382
MSWMA
4219
Market Street Wealth Management Advisors
Indiana
$228M +$58.6M +35% 67
CPIA
4220
Cornell Pochily Investment Advisors
New York
$227M +$19M +9% 161
DFA
4221
Delta Financial Advisors
Louisiana
$227M +$13.5M +6% 117
JWM
4222
JFG Wealth Management
Colorado
$227M +$47.9M +27% 47
SC
4223
Schulhoff & Co
Ohio
$227M +$8.47M +4% 118
HAFS
4224
Hapanowicz & Associates Financial Services
Pennsylvania
$227M +$16.6M +8% 33
OHSU
4225
Oregon Health & Science University
Oregon
$227M +$18.2M +9% 1