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
OWA
4276
One Wealth Advisors
California
$114M -$6.47M -5% 130
OFG
4277
OmniStar Financial Group
North Carolina
$114M +$2.93M +3% 119
NR
4278
Newfound Research
Massachusetts
$114M -$1.7M -1% 244
DCCA
4279
D.C. Capital Advisors
New York
$114M -$1.66M -1% 23
MCA
4280
Morris Capital Advisors
Pennsylvania
$114M -$6.11M -5% 69
JAM
4281
JW Asset Management
Florida
$114M -$72.4M -39% 15
JWS
4282
Juncture Wealth Strategies
Arizona
$114M -$10.8M -9% 113
HR
4283
Hayden Royal
North Carolina
$114M +$19.7M +21% 189
SST
4284
S Squared Technology
New York
$113M -$20.5M -15% 43
IC
4285
Innealta Capital
Texas
$113M -$45.5M -29% 57
RMCP
4286
Red Mountain Capital Partners
California
$113M -$2.51M -2% 6
PFA
4287
Pinnacle Family Advisors
Missouri
$113M -$7.26M -6% 85
ICMP
4288
Integrated Capital Management (Pennsylvania)
Pennsylvania
$113M -$6.05M -5% 31
KCM
4289
Kendall Capital Management
Maryland
$113M +$2.62M +2% 122
PL
4290
Protective Life
Alabama
$113M +$3.65M +3% 15
MCIA
4291
Mountain Capital Investment Advisors
Colorado
$113M +$6.65M +6% 49
GWCM
4292
Godshalk Welsh Capital Management
Pennsylvania
$113M +$4.94M +5% 112
BHBT
4293
Burke & Herbert Bank & Trust
Virginia
$113M -$659K -0.6% 129
SPL
4294
Smart Portfolios LLC
Washington
$113M +$2.7M +2% 53
FDS
4295
First Dallas Securities
Texas
$113M -$1.54M -1% 93
BRC
4296
Bell Rock Capital
Delaware
$113M -$1.11M -1% 396
BAM
4297
Baldrige Asset Management
Pennsylvania
$113M +$4.26M +4% 84
HFP
4298
Holistic Financial Partners
Indiana
$113M +$12.4M +12% 104
DC
4299
Defender Capital
North Carolina
$113M -$10.9M -9% 18
CA
4300
Claro Advisors
Massachusetts
$113M +$4.35M +4% 171