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
ONPI
4276
Owls Nest Partners IA
Pennsylvania
$361M +$1.36M +0.4% 15
MI
4277
Merk Investments
California
$361M +$35.7M +11% 11
KIC
4278
Keating Investment Counselors
Florida
$361M +$10.4M +3% 64
HFA
4279
Highland Financial Advisors
New Jersey
$361M +$11.9M +3% 67
LWM
4280
Luminvest Wealth Management
Arizona
$360M +$53.7M +17% 53
OCMH
4281
Oxbow Capital Management (HK)
Hong Kong
$360M -$210M -37% 13
I
4282
InceptionR
California
$360M -$53.8M -13% 917
CYG
4283
Clean Yield Group
Vermont
$360M +$6.43M +2% 437
SL
4284
SWMG LLC
Texas
$360M +$29.5M +9% 126
UB
4285
Umpqua Bank
Oregon
$360M +$2.21M +0.6% 161
VWM
4286
VCI Wealth Management
Missouri
$360M +$30M +9% 139
HWMO
4287
Heritage Wealth Management (Ohio)
Ohio
$360M +$19M +6% 271
BFS
4288
Bare Financial Services
Pennsylvania
$360M +$24.7M +7% 1,724
FAM
4289
Fulcrum Asset Management
United Kingdom
$359M -$1.28M -0.4% 183
ECA
4290
Endeavour Capital Advisors
Connecticut
$359M +$28.8M +9% 37
SWA
4291
Strata Wealth Advisors
Texas
$359M -$19.4M -5% 104
HC
4292
Headland Capital
South Carolina
$359M +$3.06M +0.9% 77
AWC
4293
Adamsbrown Wealth Consultants
Kansas
$359M -$3.77M -1% 127
NC
4294
Nokomis Capital
Texas
$359M +$77M +27% 65
RBWA
4295
RFG - Bristol Wealth Advisors
Massachusetts
$359M +$12.7M +4% 184
MAM
4296
Montanaro Asset Management
United Kingdom
$359M -$41.6M -10% 43
SWM
4297
SK Wealth Management
Rhode Island
$359M +$90.5M +34% 90
AFA
4298
Amicus Financial Advisors
Texas
$359M 90
WEG
4299
World Equity Group
Illinois
$358M -$82.3M -19% 394
AA
4300
Argent Advisors
Louisiana
$358M +$19.1M +6% 178