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
4576
Oldfather Financial Services
Nebraska
$263M +$974K +0.4% 82
OCM
4577
Ovata Capital Management
Hong Kong
$263M +$1.52M +0.6% 53
SC
4578
Sykon Capital
New York
$263M -$27M -9% 83
GAM
4579
Grandview Asset Management
Pennsylvania
$263M -$9.2M -3% 125
CCA
4580
Cadent Capital Advisors
Oklahoma
$263M -$23.2M -8% 164
CCG
4581
Ceeto Capital Group
Florida
$263M -$8.55M -3% 186
PH
4582
Pinnacle Holdings
Oklahoma
$263M -$1.82M -0.7% 263
HGA
4583
Hobbs Group Advisors
South Carolina
$263M -$2.9M -1% 161
WCM
4584
Westend Capital Management
California
$263M -$73.9M -22% 264
IFA
4585
Independence Financial Advisors
New Hampshire
$263M 47
JHWEPV
4586
J.H. Whitney Equity Partners VII
Connecticut
$263M +$40.6M +18% 1
IPW
4587
Intergy Private Wealth
Colorado
$263M -$4.99M -2% 99
ROC
4588
Robertson Opportunity Capital
Texas
$263M -$9.74M -4% 29
TWD
4589
True Wealth Design
Ohio
$263M +$4.82M +2% 2,695
BCM
4590
BluePointe Capital Management
California
$262M +$87.7M +50% 134
FC
4591
Fusion Capital
South Carolina
$262M +$14.3M +6% 87
KFSC
4592
Keystone Financial Services (Colorado)
Colorado
$262M +$1.19M +0.5% 112
TCM
4593
Tekne Capital Management
New York
$262M -$20.3M -7% 7
GSCM
4594
Greenfield Seitz Capital Management
Texas
$262M -$534K -0.2% 114
HPM
4595
Hoxton Planning & Management
West Virginia
$262M +$504K +0.2% 221
LSWP
4596
Liberty Square Wealth Partners
Pennsylvania
$262M -$12M -4% 156
CAGAS
4597
Capital Advisory Group Advisory Services
Minnesota
$262M -$16.6M -6% 184
JCM
4598
JAT Capital Management
Connecticut
$262M -$310M -54% 46
SPIO
4599
Seven Post Investment Office
California
$262M +$586K +0.2% 33
GFPC
4600
Global Financial Private Client
Florida
$262M -$4.91M -2% 1,711