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
KSWA
5001
Kathleen S. Wright Associates
Pennsylvania
$270M +$13.4M +5% 249
OFS
5002
OMC Financial Services
New York
$269M +$24.7M +10% 70
WPA
5003
WIT Partners Advisory
Singapore
$269M -$19.4M -7% 13
LFP
5004
Lakeshore Financial Planning
Michigan
$269M +$20.6M +8% 85
POEH
5005
Post Oak Energy Holdings
Texas
$269M -$17.3M -6% 1
TCM
5006
Tyro Capital Management
Florida
$269M +$14.3M +6% 12
S
5007
Sachetta
Massachusetts
$269M +$15.7M +6% 1,140
IA
5008
IMZ Advisory
Florida
$269M +$18.7M +7% 41
MA
5009
MKT Advisors
California
$269M +$16M +6% 175
YCM
5010
Yakira Capital Management
Connecticut
$269M -$2.9M -1% 250
MAM
5011
Monaco Asset Management
Monaco
$269M +$4.59M +2% 112
TF
5012
Tandem Financial
Colorado
$269M +$162M +152% 88
JWM
5013
Jessup Wealth Management
Ohio
$269M +$19.3M +8% 83
TFA
5014
TPG Financial Advisors
Oregon
$268M +$18.6M +7% 69
BOC
5015
Barbara Oil Co
Illinois
$268M +$14.1M +6% 76
SWM
5016
SK Wealth Management
Rhode Island
$268M +$37.5M +16% 86
WCM
5017
Weik Capital Management
Pennsylvania
$268M +$15.3M +6% 95
EI
5018
eCIO Inc
Wisconsin
$268M +$30.7M +13% 80
WF
5019
Warner Financial
Maryland
$268M +$25.4M +10% 125
BIA
5020
BHK Investment Advisors
Alabama
$268M +$12.3M +5% 67
FI
5021
Fosun International
China
$267M -$92.2M -26% 56
RA
5022
Ruggaard & Associates
Ohio
$267M +$18.5M +7% 121
HPC
5023
Highland Peak Capital
Connecticut
$267M +$22.5M +9% 18
FDS
5024
First Dallas Securities
Texas
$267M +$13.9M +6% 127
FWP
5025
Family Wealth Partners
North Carolina
$267M +$16.9M +7% 82