Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
OCA
6101
OEP Capital Advisors
New York
$139M -$136M -49% 13% 27% 2
CWI
6102
Conscious Wealth Investments
Florida
$139M +$7.6M +6% 1.98% 48
ICM
6103
Islay Capital Management
Texas
$139M +$4.74M +4% 1.93% 60.1% 218
CAM
6104
Chou Associates Management
Ontario, Canada
$139M +$49.9M +56% 0.62% 92% 32
PFA
6105
Petra Financial Advisors
Colorado
$139M +$2.82M +2% 3.76% 133
BM
6106
Bislett Management
California
$139M -$20.6M -13% 9.65% 28.9% 16
SIA
6107
Stegner Investment Associates
Kentucky
$139M +$2.47M +2% 4.28% 66% 24
FHC
6108
Fort Henry Capital
West Virginia
$139M +$3.35M +2% 0.49% 25.3% 15
WAG
6109
Wallace Advisory Group
California
$139M +$5.8M +4% 0.81% 204
CSTB
6110
Charles Schwab Trust Bank
Nevada
$139M -$7.89M -5% 3.57% 1
RFS
6111
Richardson Financial Services
Massachusetts
$139M -$3.03M -2% 2.57% 658
LIA
6112
LifePlan Investment Advisors
North Carolina
$139M +$13.3M +11% 1.54% 86
VAF
6113
Values Added Financial
District of Columbia
$139M +$10.5M +8% 2.52% 92
SNBOSCI
6114
Security National Bank of Sioux City Iowa
Iowa
$139M -$3.13M -2% 0.55% 93
HSWS
6115
Higgins & Schmidt Wealth Strategies
Colorado
$139M +$3.09M +2% 1.51% 45
SFP
6116
Strategic Financial Planning
Texas
$139M +$5.02M +4% 0.11% 31.4% 36
MFFIA
6117
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$139M +$947K +0.7% 0.34% 67
SIA
6118
Schear Investment Advisers
Ohio
$138M +$14M +11% 7.28% 82
CL
6119
CRCM LP
California
$138M +$5.35M +4% 7.15% 7
LAIC
6120
Lederer & Associates Investment Counsel
California
$138M -$5.68M -4% 4.59% 76.7% 90
BIA
6121
Benchmark Investment Advisors
Illinois
$138M +$11.4M +9% 13.3% 90.3% 98
SH
6122
SeaTown Holdings
Singapore
$138M -$19.9M -13% 9% 129% 22
MF
6123
Meridian Financial
Massachusetts
$138M +$4.07M +3% 0.13% 41.5% 125
VF
6124
VitalStone Financial
Texas
$138M +$7.06M +5% 3.71% 611
LWA
6125
Lantern Wealth Advisors
New York
$138M -$4.41M -3% 2.11% 139