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
5126
OMC Financial Services
New York
$258M -$10.4M -4% 66
SI
5127
Stash Investments
New York
$258M +$8.43M +3% 5
T
5128
TrustBank
Illinois
$258M +$18.1M +8% 166
AWMT
5129
AAFMAA Wealth Management & Trust
North Carolina
$258M +$2.64M +1% 103
CAG
5130
Carroll Advisory Group
Texas
$258M +$26.4M +11% 75
PAP
5131
Persistent Asset Partners
Hong Kong
$258M +$49.5M +24% 426
TC
5132
Towle & Co
Colorado
$257M -$121M -32% 68
HC
5133
Hillman Company
Pennsylvania
$257M -$31.3M -11% 17
GCCM
5134
Gate City Capital Management
Illinois
$257M +$26M +11% 19
MM
5135
Monolith Management
Hong Kong
$257M +$47.1M +22% 39
EBWM
5136
Eagle Bluffs Wealth Management
Missouri
$257M +$9.96M +4% 82
BMCM
5137
Burns Matteson Capital Management
New York
$257M +$7.62M +3% 220
HFRG
5138
Houlihan Financial Resource Group
Virginia
$257M -$6.39M -2% 110
PHAM
5139
Palisades Hudson Asset Management
Florida
$257M -$1.36M -0.5% 109
Axa
5140
Axa
France
$256M +$45.1M +21% 82
CIA
5141
Corigliano Investment Advisers
North Carolina
$256M -$25.6M -9% 57
KAM
5142
Krensavage Asset Management
New York
$256M -$27.4M -10% 22
TWM
5143
Trueblood Wealth Management
Ohio
$256M -$538K -0.2% 265
PCM
5144
Peirce Capital Management
Texas
$256M +$4.43M +2% 46
HP
5145
Highlander Partners
Texas
$256M -$23.2M -8% 68
CA
5146
Cumberland Advisors
Florida
$255M -$8.29M -3% 50
WFC
5147
Western Financial Corp
California
$255M +$3.33M +1% 152
APIM
5148
Agate Pass Investment Management
Washington
$255M -$13.7M -5% 109
KIG
5149
Kennedy Investment Group
New Jersey
$255M -$9.74M -4% 147
2
5150
2Xideas
Switzerland
$255M -$102M -29% 53