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
OAS
5726
Optivise Advisory Services
Tennessee
$178M -$7.39M -4% 210
JWWM
5727
Johnson & White Wealth Management
Pennsylvania
$178M +$12.9M +8% 102
GECH
5728
Garnet Equity Capital Holdings
New York
$178M +$11.6M +7% 21
B
5729
Birchbrook
Maine
$178M +$2.06M +1% 305
AWA
5730
Aletheian Wealth Advisors
Washington
$178M +$8.76M +5% 97
TCG
5731
Transcendent Capital Group
Oklahoma
$178M -$15.5M -8% 448
NC
5732
Napatree Capital
Rhode Island
$178M +$7.5M +4% 202
SCM
5733
Solas Capital Management
Connecticut
$178M +$27.2M +18% 22
WQ
5734
Wealth Quarterback
New Jersey
$178M -$35.3M -17% 135
KCM
5735
Kempner Capital Management
Texas
$178M -$4.5M -2% 52
NWM
5736
Napa Wealth Management
California
$178M -$53.6M -23% 222
YWM
5737
Yoder Wealth Management
California
$178M -$3.36M -2% 112
RCAP
5738
Resolute Capital Asset Partners
Colorado
$178M -$8.23M -4% 56
MC
5739
MSD Capital
New York
$178M -$5.56M -3% 3
SIAM
5740
Sterling Investment Advisors (Missouri)
Missouri
$178M +$6.5M +4% 38
II
5741
Ironclad Investments
Florida
$178M +$6.65M +4% 3
BAM
5742
BOCHK Asset Management
Hong Kong
$178M -$149M -46% 77
BMA
5743
Brooks Moore & Associates
Tennessee
$177M +$8.18M +5% 105
SPI
5744
Strategic Planning Inc
Ohio
$177M 57
BCM
5745
Brookmont Capital Management
Texas
$177M -$9.86M -5% 54
CSIA
5746
Carl Stuart Investment Advisor
Texas
$177M -$10.2M -5% 20
SPFA
5747
Summit Place Financial Advisors
New Jersey
$177M +$1.32M +0.8% 94
HWA
5748
Hilltop Wealth Advisors
North Carolina
$177M -$20.7M -10% 56
BCM
5749
Banyan Capital Management
Georgia
$177M +$10.3M +6% 16
CIG
5750
Cairn Investment Group
Washington
$177M +$6.84M +4% 73