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
OIS
5601
Okabena Investment Services
Minnesota
$129M -$8.07M -6% 159
CHA
5602
Cooper/Haims Advisors
New York
$129M -$1.81M -1% 80
LWP
5603
Laurel Wealth Planning
Minnesota
$128M -$11.6M -8% 54
CNFG
5604
Creegan & Nassoura Financial Group
New Hampshire
$128M -$6.98M -5% 77
AC
5605
Addison Capital
Pennsylvania
$128M -$11.8M -8% 108
ONST
5606
Old North State Trust
North Carolina
$128M -$6.98M -5% 150
JAM
5607
Jacobs Asset Management
New York
$128M +$1.34M +1% 40
AWS
5608
Aspen Wealth Strategies
Colorado
$128M -$3.46M -3% 82
SNBOSCI
5609
Security National Bank of Sioux City Iowa
Iowa
$128M -$4.41M -3% 95
AWMNH
5610
Arcadia Wealth Management (New Hampshire)
New Hampshire
$128M -$7.36M -5% 55
MCM
5611
Mork Capital Management
California
$128M -$2.18M -2% 119
BC
5612
Barnett & Company
Tennessee
$128M -$6.54M -5% 85
AFA
5613
Atlas Financial Advisors
California
$128M +$56.9M +80% 45
TC
5614
Tacita Capital
Ontario, Canada
$128M -$8.32M -6% 198
IRM
5615
Income Research & Management
Massachusetts
$128M -$33.1M -21% 16
PFMU
5616
Privium Fund Management (UK)
United Kingdom
$128M +$793K +0.6% 95
WWM
5617
Westwood Wealth Management
California
$128M -$6.36M -5% 44
PPG
5618
Peak Planning Group
Colorado
$128M -$6.87M -5% 78
KHC
5619
Koesten Hirschmann & Crabtree
Kansas
$128M -$4.51M -3% 184
HIP
5620
HPS Investment Partners
New York
$127M -$15.3M -11% 8
HIP
5621
Hatteras Investment Partners
North Carolina
$127M -$20.9M -14% 1
BAM
5622
Boyar Asset Management
New York
$127M -$7.81M -6% 81
LFA
5623
Lauterbach Financial Advisors
Texas
$127M -$3.51M -3% 62
TFG
5624
Tilson Financial Group
New Jersey
$127M +$68.5M +116% 61
PM
5625
Plustick Management
Virginia
$127M +$7.8M +7% 26