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
6526
Oak Wealth Advisors
Illinois
$135M +$5.16M +4% 59
BBA
6527
Braun-Bostich & Associates
Pennsylvania
$135M -$3.62M -3% 118
JKSF
6528
John & Kathleen Schreiber Foundation
Illinois
$135M -$37M -22% 7
FFP
6529
Forbes Financial Planning
Rhode Island
$135M -$71.4M -35% 33
VWA
6530
VERITY Wealth Advisors
United States
$135M -$3.62M -3% 73
PCP
6531
Perbak Capital Partners
United Kingdom
$135M -$52.3M -28% 227
WAM
6532
WealthTrust Asset Management
Florida
$135M -$4.35M -3% 103
LIM
6533
Lancaster Investment Management
United Kingdom
$135M +$21.9M +19% 6
VAG
6534
Vannoy Advisory Group
Texas
$135M +$368K +0.3% 27
CIM
6535
Caldwell Investment Management
Ontario, Canada
$135M -$13.5M -9% 39
PP
6536
Pingora Partners
Wyoming
$135M -$17.8M -12% 233
TIM
6537
Tevis Investment Management
Texas
$135M $0 0% 96
CA
6538
Continental Advisors
Utah
$135M +$2.94M +2% 35
PWM
6539
Palacios Wealth Management
Florida
$135M +$42.1M +45% 67
CPL
6540
Capital & Planning LLC
Georgia
$135M -$2.09M -2% 192
BG
6541
BRX Global
New York
$135M -$6.82M -5% 4
SCP
6542
Sender Company & Partners
New York
$135M +$54.1M +67% 94
PWSG
6543
Pacific Wealth Strategies Group
California
$135M -$9.27M -6% 58
MP
6544
MSD Partners
New York
$134M -$7.76M -5% 9
CIAM
6545
Caitong International Asset Management
Hong Kong
$134M +$32.4M +32% 2,616
GK
6546
Graney & King
New York
$134M +$1.93M +1% 354
SGC
6547
Slocum, Gordon & Co
Rhode Island
$134M +$12.7M +10% 145
WBCM
6548
Wilson & Boucher Capital Management
California
$134M -$6.94M -5% 114
GC
6549
Glenorchy Capital
Australia
$134M -$5.29M -4% 62
PFA
6550
Pillar Financial Advisors
Kentucky
$134M +$3.55M +3% 117