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
HBS
4876
Howard Bailey Securities
Indiana
$261M +$13.1M +5% 169
BO
4877
Bank OZK
Arkansas
$261M +$20.5M +9% 149
MAM
4878
MMA Asset Management
Pennsylvania
$261M +$23.4M +10% 169
WW
4879
Westshore Wealth
California
$261M +$24.3M +10% 101
ODFS
4880
O'Donnell Financial Services
California
$261M +$18.3M +8% 51
EFM
4881
Eley Financial Management
Vermont
$261M +$11M +4% 66
LCC
4882
Lincoln Capital Corp
Rhode Island
$260M +$20.3M +8% 101
SIC
4883
Samalin Investment Counsel
New York
$260M +$14.1M +6% 329
PS
4884
Planned Solutions
California
$260M +$16.6M +7% 131
BA
4885
BIP Alliance
Georgia
$260M +$23.9M +10% 53
HP
4886
Highlander Partners
Texas
$260M +$98.6M +61% 52
TSS
4887
Thomas Story & Son
Indiana
$260M +$3.26M +1% 52
5VM
4888
5AM Venture Management
California
$260M -$4.29M -2% 31
PWM
4889
Power Wealth Management
Georgia
$260M +$13M +5% 93
KCM
4890
Kaye Capital Management
California
$260M +$15M +6% 45
PCM
4891
Presidio Capital Management
California
$260M +$20M +8% 72
LIG
4892
Lokken Investment Group
Delaware
$260M +$22.4M +9% 145
GJIA
4893
Glass Jacobson Investment Advisors
Maryland
$260M -$45M -15% 880
SFA
4894
Seneca Financial Advisors
New York
$259M +$53.2M +26% 61
FPCG
4895
Forum Private Client Group
Indiana
$259M +$29.1M +13% 82
I
4896
InvesTrust
Oklahoma
$259M -$106M -29% 94
GWP
4897
Gen-Wealth Partners
Michigan
$259M +$19.5M +8% 668
HCM
4898
Highview Capital Management
Illinois
$259M +$20.2M +8% 123
WAM
4899
Weinberger Asset Management
California
$259M +$25.9M +11% 84
HOWA
4900
Heritage Oak Wealth Advisors
Florida
$259M +$31.3M +14% 83