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
CIA
5826
Cascade Investment Advisors
Oregon
$154M +$13M +9% 118
BAM
5827
Boyar Asset Management
New York
$153M +$20.1M +15% 83
YWM
5828
Yoder Wealth Management
California
$153M +$11.5M +8% 111
OIM
5829
Opus Investment Management
Massachusetts
$153M -$21.1M -12% 40
ONSWM
5830
Old North State Wealth Management
North Carolina
$153M +$17.8M +13% 94
WAM
5831
Werlinich Asset Management
Connecticut
$153M +$21.1M +16% 61
ICM
5832
Indaba Capital Management
California
$153M -$21M -12% 9
IWS
5833
Integrity Wealth Solutions
Colorado
$153M +$8.63M +6% 107
SVBP
5834
Strategic Value Bank Partners
Ohio
$153M -$51.8M -25% 25
DSN
5835
D. Scott Neal
Kentucky
$153M +$40.7M +36% 64
TCFP
5836
Treasure Coast Financial Planning
Florida
$153M +$9.55M +7% 34
PCP
5837
Pacific Capital Partners
$153M +$20.2M +15% 60
DC
5838
Darrow Company
Massachusetts
$153M +$22.6M +17% 48
AAMC
5839
Asset Allocation & Management Company
Illinois
$153M +$3.33M +2% 52
EFMH
5840
E Fund Management (HK)
Hong Kong
$153M -$34.1M -18% 95
HWM
5841
Horizons Wealth Management
North Carolina
$153M $0 0% 182
HHWM
5842
Hiley Hunt Wealth Management
Nebraska
$153M +$17.4M +13% 37
MPIM
5843
McGinn Penninger Investment Management
Virginia
$153M +$14.9M +11% 25
BB
5844
Burford Brothers
Texas
$152M +$10.9M +8% 157
SWP
5845
Significant Wealth Partners
Illinois
$152M +$15M +11% 207
LFA
5846
Lauterbach Financial Advisors
Texas
$152M +$8.83M +6% 69
OR
5847
Olympiad Research
Connecticut
$152M +$25.2M +20% 502
OPPS
5848
Obsidian Personal Planning Solutions
Maryland
$152M +$20.9M +16% 105
OCM
5849
Orleans Capital Management
Louisiana
$152M +$3.42M +2% 86
PGF
5850
Plan Group Financial
Oklahoma
$152M +$38.3M +34% 98