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
OPTFSNA
4351
Old Point Trust & Financial Services N A
Virginia
$285M -$69.6K -0% 354
OPW
4352
Oxler Private Wealth
New York
$285M -$19.6M -6% 86
NIM
4353
Nicollet Investment Management
Minnesota
$284M -$6.75M -2% 75
YCM
4354
Yiheng Capital Management
California
$284M -$167M -37% 24
CPIA
4355
Cornell Pochily Investment Advisors
New York
$284M -$1.96M -0.7% 174
CA
4356
CV Advisors
Florida
$284M -$3.21M -1% 44
PCM
4357
Princeton Capital Management
New Jersey
$284M -$38.9M -12% 131
ATI
4358
ARK & TLK Investments
Oklahoma
$284M -$3.93M -1% 114
HZ
4359
Hixon Zuercher
Ohio
$284M +$23.7M +9% 85
TWM
4360
TriaGen Wealth Management
California
$284M -$13.2M -4% 196
RW
4361
Rockport Wealth
Ohio
$283M +$58.4M +26% 77
CS
4362
Cisco Systems
California
$283M -$70.3M -20% 4
FNWM
4363
Financial Network Wealth Management
Utah
$283M +$3.39M +1% 322
SFP
4364
Sandbox Financial Partners
Maryland
$283M -$16.6M -6% 117
CWA
4365
CJM Wealth Advisers
Virginia
$283M -$13.6M -5% 72
CRAM
4366
Compass Rose Asset Management
New York
$283M +$79M +39% 23
FMB
4367
Field & Main Bank
Kentucky
$283M -$1.08M -0.4% 259
RW
4368
Rede Wealth
Virginia
$283M +$22.1M +8% 107
AWP
4369
Accretive Wealth Partners
New Jersey
$283M +$47.6M +20% 146
AIM
4370
Advyzon Investment Management
Illinois
$283M +$23.7M +9% 311
GJWM
4371
Gilliland Jeter Wealth Management
Arkansas
$283M -$13.4M -5% 182
BDA
4372
Borer Denton & Associates
Pennsylvania
$283M -$4.78M -2% 61
WWM
4373
WJ Wealth Management
Arizona
$283M -$7.7M -3% 86
MC
4374
Meteora Capital
Florida
$282M +$3.5M +1% 198
FMTCOCP
4375
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$282M +$18M +7% 417