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
OC
6026
Optimas Capital
Hong Kong
$102M -$16.5M -14% 44
AS
6027
American Securities
New York
$102M +$22.5M +28% 1
IFPL
6028
Investments & Financial Planning LLC
Kentucky
$102M 36
VWA
6029
VERITY Wealth Advisors
United States
$102M +$4.43M +5% 74
TA
6030
TRB Advisors
New York
$102M +$95K +0.1% 4
ABP
6031
Arthur B. Page
$102M +$6.06M +6% 50
SMWM
6032
Silvia McColl Wealth Management
California
$102M 105
CAM
6033
Campion Asset Management
Virginia
$102M +$7.18M +8% 94
OC
6034
Oppenheimer & Close
New York
$102M +$9.41M +10% 63
EI
6035
EDMP Inc
Florida
$102M +$7.84M +8% 60
GWM
6036
Guardian Wealth Management
Illinois
$102M +$13.2M +15% 272
TIM
6037
Timelo Investment Management
Ontario, Canada
$102M +$50.9M +100% 79
SGWM
6038
Sterling Group Wealth Management
California
$102M 48
DC
6039
Darrow Company
Massachusetts
$102M +$6.13M +6% 33
SWMP
6040
Signature Wealth Management Partners
New Jersey
$102M +$10.7M +12% 105
KA
6041
Kooman & Associates
Pennsylvania
$101M 40
AMAL
6042
Asset Management Advisors LLC
Oklahoma
$101M +$4.44M +5% 17
AA
6043
AlphaCentric Advisors
Puerto Rico
$101M +$3.77M +4% 226
KFS
6044
Kaizen Financial Strategies
California
$101M +$3.04M +3% 139
AWA
6045
Archvest Wealth Advisors
California
$101M +$3.56M +4% 44
GPTE
6046
Generali Powszechne Towarzystwo Emerytalne
Poland
$101M +$13.1M +15% 29
MHWM
6047
Montz Harcus Wealth Management
Louisiana
$101M +$10.1M +11% 56
SA
6048
SRN Advisors
Pennsylvania
$101M -$18.8M -16% 127
LC
6049
Lakehouse Capital
Australia
$101M +$9.54M +10% 14
SFB
6050
STAR Financial Bank
Indiana
$101M 91