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
ATWA
5476
Arbor Trust Wealth Advisors
Michigan
$190M $0 0% 100
OCFG
5477
O'Connor Financial Group
Illinois
$190M +$18.4M +11% 55
CIA
5478
Citadel Investment Advisory
Ohio
$190M +$14.3M +8% 83
AIA
5479
Alternative Investment Advisors
Florida
$190M +$15.2M +9% 51
TSW
5480
Three Seasons Wealth
Utah
$190M +$9.2M +5% 119
OAS
5481
Optivise Advisory Services
Tennessee
$190M +$4.83M +3% 192
CPSC
5482
Carl P. Sherr & Co
Massachusetts
$190M +$10.7M +6% 120
NIWA
5483
New Insight Wealth Advisors
California
$190M +$20.1M +12% 93
AWMNH
5484
Arcadia Wealth Management (New Hampshire)
New Hampshire
$190M +$14.9M +9% 65
EFP
5485
Envision Financial Planning
Tennessee
$190M +$59M +45% 39
TCM
5486
Tandem Capital Management
New Jersey
$190M +$7.35M +4% 118
PMIA
5487
Patrick Mauro Investment Advisor
Illinois
$190M +$17.5M +10% 44
DWS
5488
Discipline Wealth Solutions
South Carolina
$189M +$62.8M +50% 70
PGF
5489
Plan Group Financial
Oklahoma
$189M +$25.9M +16% 120
AFS
5490
Axiom Financial Strategies
Indiana
$189M +$35.5M +23% 45
DSN
5491
D. Scott Neal
Kentucky
$189M +$9.43M +5% 67
FCFC
5492
First Citizens Financial Corp
Iowa
$189M +$20.1M +12% 121
HP
5493
Holowesko Partners
Bahamas
$189M +$11.5M +7% 26
FFL
5494
Financial Freedom LLC
Ohio
$189M +$12.9M +7% 372
SC
5495
Solstein Capital
California
$189M +$35.6M +23% 324
ICMM
5496
Integrated Capital Management (Michigan)
Michigan
$189M 59
EW
5497
Element Wealth
Mississippi
$189M +$11.1M +6% 305
SHFP
5498
Second Half Financial Partners
Florida
$189M +$63.8M +51% 100
SAM
5499
S.A. Mason
Michigan
$189M +$12.8M +7% 332
QS
5500
Quantitative Strategies
California
$189M +$13.4M +8% 21