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
OCA
4476
Offit Capital Advisors
New York
$214M +$52.9M +33% 2
JWM
4477
Jeppson Wealth Management
California
$214M +$7M +3% 179
WE
4478
Wealth Effects
Massachusetts
$214M -$26.7M -11% 224
PHAM
4479
Palisades Hudson Asset Management
Florida
$214M -$20.1M -9% 117
AUIM
4480
Aegon USA Investment Management
Iowa
$214M -$146M -40% 56
FP
4481
Financial Perspectives
Minnesota
$214M +$2.63M +1% 704
BIA
4482
Bigelow Investment Advisors
Maine
$214M -$5.95M -3% 152
KWP
4483
Keystone Wealth Partners
Arizona
$214M -$12.5M -6% 37
VAS
4484
VR Advisory Services
Cayman Islands
$214M -$20.6M -9% 93
BCC
4485
Bridge City Capital
Oregon
$214M -$28.5M -12% 96
GWM
4486
Grand Wealth Management
Michigan
$214M -$9.06M -4% 62
CI
4487
Chartist Inc
California
$214M -$18.8M -8% 35
AI
4488
Atom Investors
Texas
$214M -$149M -41% 359
HCM
4489
Highlander Capital Management
New Jersey
$214M -$2.3M -1% 665
CT
4490
Columbia Trust
Oregon
$214M +$24.5M +13% 160
IFA
4491
Interactive Financial Advisors
Illinois
$214M -$48.5M -19% 180
TP
4492
Tranquility Partners
Tennessee
$214M -$2.52M -1% 233
WVP
4493
Worth Venture Partners
New Jersey
$214M +$12M +6% 173
HGM
4494
Highside Global Management
Texas
$213M -$40.4M -16% 20
SIP
4495
Stoneridge Investment Partners
Pennsylvania
$213M -$3.95M -2% 136
RW
4496
Rede Wealth
Virginia
$213M +$13.9M +7% 114
LC
4497
LCNB Corp
Ohio
$213M -$5.97M -3% 173
DJC
4498
Daily Journal Corp
California
$213M -$46M -18% 5
NCM
4499
Northwest Capital Management
Oregon
$213M +$1.44M +0.7% 99
RP
4500
Repertoire Partners
New York
$212M +$91.3M +75% 56