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
OFS
4501
Oldfather Financial Services
Nebraska
$195M +$11.7M +6% 64
HLAM
4502
Hidden Lake Asset Management
New York
$194M -$71.9M -27% 31
GFPC
4503
Global Financial Private Client
Florida
$194M +$15.4M +9% 612
LAS
4504
Lloyd Advisory Services
Georgia
$194M -$3.53M -2% 430
DM
4505
Diker Management
New York
$194M -$33.4M -15% 40
CG
4506
Castellan Group
Kentucky
$194M -$44.2M -19% 93
BIMC
4507
Benson Investment Management Company
Virginia
$194M -$2.19M -1% 73
BSA
4508
Bull Street Advisors
Georgia
$194M +$6.7M +4% 95
MWVC
4509
Morgens Waterfall Vintiadis & Co
New York
$194M -$1.74M -0.9% 39
OWP
4510
Old Well Partners
North Carolina
$194M -$26.6M -12% 52
HBCM
4511
Heron Bay Capital Management
Michigan
$194M +$12.9M +7% 76
3F
4512
360 Financial
Minnesota
$194M +$1.22M +0.6% 98
RCA
4513
Rex Capital Advisors
Rhode Island
$194M -$13.4M -6% 22
XSC
4514
X-Square Capital
Puerto Rico
$193M -$17.2M -8% 158
MFGM
4515
Marshall Financial Group (Maryland)
Maryland
$193M +$8.25M +4% 180
DFA
4516
DHJJ Financial Advisors
Illinois
$193M +$3.89M +2% 127
CAM
4517
Centre Asset Management
New York
$193M +$328K +0.2% 72
HFA
4518
Harbert Fund Advisors
Alabama
$193M +$13.9M +8% 42
VAM
4519
Velanne Asset Management
United Kingdom
$193M -$95.4M -33% 20
IIM
4520
Ironwood Investment Management
Massachusetts
$193M -$5.14M -3% 175
ACM
4521
ACT Capital Management
Pennsylvania
$193M -$1.65M -0.8% 141
CIM
4522
Chapman Investment Management
California
$193M +$12.5M +7% 45
IAMOG
4523
Investors Asset Management of Georgia
Georgia
$192M +$6.52M +4% 173
BFA
4524
Beacon Financial Advisory
Ohio
$192M +$6.28M +3% 237
SWM
4525
Strategic Wealth Management
Washington
$192M +$7.04M +4% 74