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
6526
Oppenheimer & Close
New York
$125M +$10.9M +10% 57
VIP
6527
Viewpoint Investment Partners
Alberta, Canada
$125M +$10.4M +9% 9
PPWM
6528
Perissos Private Wealth Management
Oklahoma
$125M +$13M +12% 94
SFSG
6529
Sound Financial Strategies Group
Mississippi
$125M +$9.43M +8% 92
FW
6530
Fidato Wealth
Ohio
$124M +$11.3M +10% 10
FCC
6531
Florin Court Capital
United Kingdom
$124M +$51.7M +71% 34
BOM
6532
Bank of Marin
California
$124M +$7.91M +7% 129
HFA
6533
Harbert Fund Advisors
Alabama
$124M -$318K -0.3% 113
NF
6534
NavPoint Financial
Minnesota
$124M +$8.91M +8% 46
EPCA
6535
Elizabeth Park Capital Advisors
Ohio
$124M +$8.33M +7% 54
DWM
6536
Dopkins Wealth Management
New York
$124M -$40.7M -25% 89
WDOM
6537
Wasserstein Debt Opportunities Management
New York
$124M +$13.1M +12% 1
DG
6538
DMC Group
Alabama
$124M +$6.9M +6% 136
PHIC
6539
Pine Haven Investment Counsel
Massachusetts
$124M +$7.2M +6% 113
ACP
6540
Acuta Capital Partners
California
$123M +$4.83M +4% 49
TWCA
6541
Two West Capital Advisors
Kansas
$123M +$18.6M +18% 74
SCM
6542
Spring Capital Management
Texas
$123M -$3.43M -3% 30
BTC
6543
Bank & Trust Company
Illinois
$123M +$5.42M +5% 288
BCM
6544
Brooktree Capital Management
Michigan
$123M +$6.18M +5% 25
TC
6545
Tsai Capital
New York
$123M +$21.5M +21% 25
ONST
6546
Old North State Trust
North Carolina
$123M +$7.21M +6% 135
CWM
6547
Cadence Wealth Management
Massachusetts
$123M -$20.1M -14% 48
OWG
6548
Oxford Wealth Group
Florida
$123M -$22.6M -16% 71
GWA
6549
Gibson Wealth Advisors
Texas
$123M +$16.1M +15% 38
DWS
6550
Dynamic Wealth Strategies
California
$123M +$6.25M +5% 247