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
4401
Osprey Private Wealth
New York
$347M +$72.3M +26% 81
LODC
4402
Lanham O'Dell & Company
West Virginia
$347M +$33.3M +11% 47
SA
4403
SRH Advisors
Kansas
$347M +$4.77M +1% 299
AWA
4404
Acumen Wealth Advisors
Tennessee
$347M 525
FMB
4405
Field & Main Bank
Kentucky
$347M +$8.47M +3% 271
SC
4406
Steph & Co
Wisconsin
$347M +$19.5M +6% 342
BIP
4407
Bouvel Investment Partners
Pennsylvania
$347M +$20.2M +6% 88
EL
4408
EQ LLC
Washington
$347M +$52.2M +18% 79
APM
4409
Avidity Partners Management
Texas
$347M -$92.7M -21% 54
BAM
4410
Blueshift Asset Management
New Jersey
$347M +$22.1M +7% 684
BWAM
4411
Boyd Watterson Asset Management
Ohio
$346M +$10.6M +3% 427
NCM
4412
Neumann Capital Management
California
$346M +$4.23M +1% 105
PIA
4413
PineBridge Investments Asia
$346M 7
NL
4414
NKCFO LLC
Illinois
$346M +$13.7M +4% 125
PC
4415
Prevatt Capital
Bahamas
$346M +$51.6M +18% 12
JIC
4416
JRM Investment Counsel
Nebraska
$346M +$11.7M +3% 21
MCG
4417
McCollum Christoferson Group
New York
$346M -$3.3M -0.9% 75
KWM
4418
Kaydan Wealth Management
Michigan
$346M -$4.53M -1% 114
OPW
4419
Oxler Private Wealth
New York
$345M +$1.63M +0.5% 92
BWCS
4420
Beirne Wealth Consulting Services
Connecticut
$345M -$71.5M -17% 229
LAM
4421
LOM Asset Management
$345M +$17.3M +5% 282
CPIA
4422
Cornell Pochily Investment Advisors
New York
$345M +$10M +3% 189
PFA
4423
Pathway Financial Advisers
Indiana
$345M +$2.15M +0.6% 377
FP
4424
FFG Partners
Florida
$345M -$24M -7% 40
KFP
4425
Keystone Financial Planning
Ohio
$345M +$676K +0.2% 48