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
OKSA
4776
O'Keefe Stevens Advisory
New York
$159M +$13.4M +9% 41
CCC
4777
Cincinnati Casualty Company
Ohio
$159M +$13M +9% 26
JWS
4778
Juncture Wealth Strategies
Arizona
$159M +$945K +0.6% 126
LFWA
4779
LBJ Family Wealth Advisors
Texas
$159M +$5.21M +3% 20
ICM
4780
IMS Capital Management
Oregon
$159M -$1.53M -1% 146
MWM
4781
MorganRosel Wealth Management
Colorado
$159M +$16.6M +12% 91
CIM
4782
Chapman Investment Management
California
$159M +$5.23M +3% 42
EF
4783
Exeter Financial
Arizona
$159M +$14.4M +10% 80
WFA
4784
Wade Financial Advisory
California
$158M +$9.22M +6% 69
TGI
4785
TRV GP II
Massachusetts
$158M +$14.7M +10% 3
VC
4786
Veery Capital
Delaware
$158M +$9.87M +7% 73
RIA
4787
Recurrent Investment Advisors
Texas
$158M +$23.3M +17% 44
ACM
4788
Axar Capital Management
New York
$158M -$61.3M -28% 2
SFS
4789
Searcy Financial Services
Kansas
$158M -$9.5M -6% 20
SIAM
4790
Sterling Investment Advisors (Missouri)
Missouri
$158M +$6.9M +5% 27
CWM
4791
Curi Wealth Management
North Carolina
$158M +$19.5M +14% 540
1W
4792
1776 Wealth
Georgia
$158M +$2.95M +2% 119
CCMU
4793
Cheyne Capital Management (UK)
United Kingdom
$158M -$39.9M -20% 150
GWM
4794
Gray Wealth Management
Maine
$158M +$11.2M +8% 109
WMA
4795
Wealth Management Associates
New Jersey
$158M +$5.26M +3% 194
BCM
4796
Beddow Capital Management
Wyoming
$157M +$13.8M +10% 59
RSC
4797
Red Spruce Capital
Pennsylvania
$157M +$13.3M +9% 93
GC
4798
Grace Capital
Massachusetts
$157M -$1.09M -0.7% 268
WCAMG
4799
Woodard & Company Asset Management Group
North Carolina
$157M -$5.84M -4% 114
BWP
4800
Bernardo Wealth Planning
Pennsylvania
$157M -$102M -39% 175