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
OWA
6401
Oak Wealth Advisors
Illinois
$156M +$20.8M +15% 58
AIP
6402
Alapocas Investment Partners
Massachusetts
$156M -$7.68M -5% 22
IOOF
6403
Independent Order of Foresters
Ontario, Canada
$156M +$15M +11% 2
SL
6404
SFM LLC
New Hampshire
$156M +$19.8M +15% 62
BCG
6405
BayBridge Capital Group
California
$156M +$16.7M +12% 89
CIA
6406
Cascade Investment Advisors
Oregon
$156M +$7.75M +5% 118
SOWBOCOPL
6407
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$156M +$786K +0.5% 6
CP
6408
Castleview Partners
Texas
$156M +$7.88M +5% 198
TC
6409
Tacita Capital
Ontario, Canada
$156M +$16.7M +12% 220
SWR
6410
Spahn Wealth & Retirement
Arizona
$155M +$19.2M +14% 40
HIA
6411
Harvest Investment Advisors
Florida
$155M +$17M +12% 59
CWM
6412
Certus Wealth Management
California
$155M +$8.01M +5% 57
EFIC
6413
Eliot Finkel Investment Counsel
California
$155M +$8.21M +6% 32
AFS
6414
AFG Fiduciary Services
Massachusetts
$155M +$19.1M +14% 89
GWM
6415
Greenhouse Wealth Management
Connecticut
$155M +$21.4M +16% 60
RLWM
6416
RF&L Wealth Management
Massachusetts
$155M +$15.4M +11% 60
LA
6417
Lakeside Advisors
Washington
$155M +$4.17M +3% 63
ICM
6418
Islay Capital Management
Texas
$155M +$6.99M +5% 216
SFS
6419
Sharp Financial Services
Pennsylvania
$155M +$24.4M +19% 102
CGA
6420
Channing Global Advisors
Florida
$155M +$8.02M +5% 49
SFC
6421
Swisher Financial Concepts
Ohio
$155M +$33.9M +28% 97
MC
6422
MSD Capital
New York
$155M -$22.8M -13% 3
PTCG
6423
Pring Turner Capital Group
California
$155M -$6.42M -4% 71
MWM
6424
Momentous Wealth Management
Washington
$155M +$13.5M +10% 50
ANC
6425
Ames National Corp
Iowa
$155M +$5.64M +4% 67