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
WVP
4701
Worth Venture Partners
New Jersey
$168M +$8.38M +5% 215
OKSA
4702
O'Keefe Stevens Advisory
New York
$168M +$20.5M +14% 40
ARC
4703
Advisor Resource Council
Texas
$168M +$25.7M +18% 179
BOCM
4704
Bontempo Ohly Capital Management
Maryland
$168M +$17.3M +11% 31
PBCM
4705
Point Break Capital Management
Florida
$168M -$11.7M -7% 10
MAM
4706
Milestone Asset Management
Pennsylvania
$168M 70
SCM
4707
SG Capital Management
Illinois
$168M -$37.4M -18% 76
VFPW
4708
Vantage Financial Partners (Wisconsin)
Wisconsin
$168M +$19.5M +13% 67
RIM
4709
Reliant Investment Management
Tennessee
$168M +$27.2M +19% 58
SIM
4710
SummerHaven Investment Management
Connecticut
$168M +$23.2M +16% 199
MFC
4711
Mechanics Financial Corp
Ohio
$168M +$14.5M +9% 226
SJIM
4712
St. Johns Investment Management
Florida
$168M +$15.3M +10% 185
CCM
4713
Consolidated Capital Management
California
$168M +$8.37M +5% 59
HSG
4714
Helen Stephens Group
Texas
$168M +$24.9M +17% 72
SFP
4715
Sterling Financial Planning
New Jersey
$168M +$25M +17% 91
CCA
4716
Cadent Capital Advisors
Oklahoma
$168M +$471K +0.3% 130
UIA
4717
UG Investment Advisers
Taiwan
$168M 26
FF
4718
Fluent Financial
Texas
$168M -$14.8M -8% 76
HWA
4719
Hillcrest Wealth Advisors
New Jersey
$167M +$9.68M +6% 52
KLC
4720
Kent Lake Capital
Nevada
$167M +$14.7M +10% 58
SFCL
4721
Strengthening Families & Communities LLC
Massachusetts
$167M -$24.6M -13% 567
RI
4722
Rinkey Investments
California
$167M +$34.7M +26% 55
TPW
4723
Transatlantique Private Wealth
New York
$167M +$17.6M +12% 216
AA
4724
Addison Advisors
Vermont
$167M +$5.76M +4% 826
AA
4725
Alta Advisers
United Kingdom
$167M +$8.26M +5% 385