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
OPW
4326
Oxler Private Wealth
New York
$241M +$14.4M +6% 128
MWC
4327
MBM Wealth Consultants
Missouri
$241M +$21.9M +10% 313
SFP
4328
Sweet Financial Partners
Minnesota
$241M 156
GCA
4329
Gradient Capital Advisors
California
$240M +$22.1M +10% 123
OFCM
4330
One Fin Capital Management
California
$240M +$24.2M +11% 32
WA
4331
WP Advisors
California
$240M -$3.84M -2% 111
AGP
4332
Autumn Glory Partners
Texas
$240M 218
AF
4333
Affiance Financial
Minnesota
$240M +$9.64M +4% 157
FPWM
4334
FSB Premier Wealth Management
Iowa
$240M +$39.9M +20% 536
DI
4335
DFPG Investments
Utah
$239M -$24.8M -9% 200
CCG
4336
Ceeto Capital Group
Florida
$239M +$25.6M +12% 159
FA
4337
FC Advisory
Pennsylvania
$239M +$15.2M +7% 69
BFWA
4338
Benchmark Financial Wealth Advisors
Florida
$239M +$28.9M +14% 80
AWM
4339
Aprio Wealth Management
Georgia
$239M +$19.8M +9% 82
PBPIA
4340
Pivotal bioVenture Partners Investment Advisor
California
$239M -$43.8M -15% 10
JIC
4341
JRM Investment Counsel
Nebraska
$239M +$41.6M +21% 19
AGAM
4342
Audent Global Asset Management
California
$239M 45
PI
4343
Pettee Investors
Connecticut
$239M +$24M +11% 126
SCG
4344
Sonata Capital Group
Washington
$239M +$15.7M +7% 131
MTIM
4345
Marathon Trading Investment Management
Pennsylvania
$239M +$29.1M +14% 294
SCM
4346
Stamina Capital Management
New York
$239M -$135M -36% 31
AJ
4347
Ashburton (Jersey)
Jersey
$239M +$12.1M +5% 48
NF
4348
Nikulski Financial
Iowa
$239M +$22.3M +10% 130
TSA
4349
Tri-Star Advisors
Texas
$239M +$10.9M +5% 55
IAM
4350
Infusive Asset Management
New York
$238M -$149M -38% 51