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
OGM
5676
OnyxPoint Global Management
New York
$151M -$14.4M -9% 15
JCP
5677
Jennifer C. Price
$150M -$22.8M -13% 52
CBT
5678
CoreFirst Bank & Trust
Kansas
$150M +$9.64M +7% 403
RDIA
5679
RE Dickinson Investment Advisors
Iowa
$150M +$7.88M +6% 291
SWM
5680
SFG Wealth Management
Maryland
$150M +$24.4M +19% 102
AFA
5681
AA Financial Advisors
Ohio
$150M 63
BSAM
5682
Blue Square Asset Management
New York
$150M +$14.4M +11% 84
PSA
5683
Plum Street Advisors
Louisiana
$150M 59
II
5684
Ironclad Investments
Florida
$150M 3
PAEMF
5685
Panview Asian Equity Master Fund
Hong Kong
$150M +$83.5M +126% 10
TCG
5686
Transcendent Capital Group
Oklahoma
$150M 338
TCPG
5687
Trivant Custom Portfolio Group
California
$150M +$14M +10% 228
UWS
5688
Unique Wealth Strategies
Illinois
$150M 133
CA
5689
Cresta Advisors
Texas
$150M +$20.8M +16% 53
NPFS
5690
Novak & Powell Financial Services
Florida
$150M 150
SVWG
5691
Shared Vision Wealth Group
United States
$150M 77
ECM
5692
EMC Capital Management
Texas
$150M +$13.5M +10% 291
FWS
5693
FinDec Wealth Services
California
$150M +$11.2M +8% 49
PFA
5694
Peak Financial Advisors
Colorado
$150M +$57.1M +62% 77
NCM
5695
Northland Capital Management
Minnesota
$150M +$1.84M +1% 34
WFC
5696
Western Financial Corp
California
$150M +$13.1M +10% 116
RFA
5697
Register Financial Advisors
Georgia
$150M +$13M +9% 651
GFL
5698
Granite FO LLC
New Hampshire
$149M +$7.22M +5% 163
ACP
5699
Altitude Crest Partners
Connecticut
$149M 12
FAM
5700
Family Asset Management
South Carolina
$149M +$13.8M +10% 204