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
OKSA
4301
O'Keefe Stevens Advisory
New York
$220M -$13.2M -6% 45
ACA
4302
Aspire Capital Advisors
Washington
$220M +$13.9M +7% 68
GWAG
4303
Garrett Wealth Advisory Group
Texas
$220M -$5.69M -3% 59
IAA
4304
Ironsides Asset Advisors
North Carolina
$220M -$15.8M -7% 101
WAMC
4305
Western Asset Management Company
California
$220M -$3.78M -2% 21
VFIC
4306
Valley Forge Investment Consultants
Pennsylvania
$219M +$16.2M +8% 82
APGDR
4307
Absoluto Partners Gestao de Recursos
Brazil
$219M -$12.3M -5% 30
ST
4308
Somerset Trust
Pennsylvania
$219M -$13.2M -6% 150
AB
4309
Atlas Brown
Kentucky
$219M -$8.07M -4% 185
AAI
4310
American Assets Inc
California
$219M -$977K -0.4% 10
MFS
4311
Madrona Financial Services
Washington
$219M +$14.5M +7% 100
TA
4312
Trellis Advisors
Washington
$219M -$5.4M -2% 93
AA
4313
Argent Advisors
Louisiana
$219M +$628K +0.3% 138
FFM
4314
Flagstone Financial Management
Nebraska
$219M +$5.7M +3% 39
RWPA
4315
Richard W. Paul & Associates
Michigan
$219M -$10.9M -5% 572
FP
4316
Financial Perspectives
Minnesota
$218M -$8.85M -4% 713
HCM
4317
Heathbridge Capital Management
Ontario, Canada
$218M -$11.4M -5% 30
GJIA
4318
Glass Jacobson Investment Advisors
Maryland
$218M +$118K +0.1% 841
RI
4319
Rinkey Investments
California
$218M -$416K -0.2% 63
BE
4320
Bonness Enterprises
District of Columbia
$218M -$3.99M -2% 40
JWM
4321
Jeppson Wealth Management
California
$218M -$11.6M -5% 202
KCM
4322
Kaye Capital Management
California
$218M +$12.4M +6% 36
WC
4323
Wynnefield Capital
New York
$218M +$17.9M +9% 24
KFS
4324
Kelly Financial Services
Massachusetts
$218M +$6.78M +3% 794
DAM
4325
Deepwater Asset Management
Minnesota
$218M -$17.4M -7% 35