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
RHDIC
6551
R.H. Dinel Investment Counsel
California
$155M +$4.95M +3% 42
GMFG
6552
Greater Midwest Financial Group
Minnesota
$155M +$23.9M +18% 62
CNFG
6553
Creegan & Nassoura Financial Group
New Hampshire
$155M +$1.2M +0.8% 78
AC
6554
Athos Capital
Hong Kong
$155M +$87.9M +132% 48
CCA
6555
Cooper Capital Advisors
California
$155M +$51.2M +49% 45
APW
6556
Atlantic Private Wealth
North Carolina
$155M +$5.76M +4% 255
D
6557
Dentgroup
Louisiana
$155M +$10.6M +7% 97
OCM
6558
Orleans Capital Management
Louisiana
$155M -$33.8M -18% 114
PMSA
6559
Patrick M. Sweeney & Associates
Illinois
$155M +$9.32M +6% 162
MAMHA
6560
MY.Alpha Management HK Advisors
Hong Kong
$154M +$19.7M +15% 18
PWAM
6561
Pinnacle West Asset Management
Wyoming
$154M +$9.75M +7% 117
JKSF
6562
John & Kathleen Schreiber Foundation
Illinois
$154M +$12.7M +9% 4
KAM
6563
Kopion Asset Management
Texas
$154M +$5.96M +4% 20
SSIM
6564
Sheets Smith Investment Management
Texas
$154M +$40.3M +35% 160
LAIC
6565
Lederer & Associates Investment Counsel
California
$154M +$2.89M +2% 86
DWM
6566
Daner Wealth Management
Georgia
$154M +$9.02M +6% 100
BWA
6567
Babb Wealth Advisors
Arizona
$154M +$18.4M +14% 19
AFP
6568
Alpha Financial Partners
Kentucky
$154M +$15M +11% 98
KFO
6569
Kopp Family Office
Minnesota
$154M -$910K -0.6% 27
SNBOSCI
6570
Security National Bank of Sioux City Iowa
Iowa
$154M +$11.1M +8% 90
ADMI
6571
Albert D. Mason Inc
Massachusetts
$154M +$15.4M +11% 147
BCA
6572
Bay Capital Advisors
Virginia
$154M +$22.4M +17% 115
FWM
6573
Fingerlakes Wealth Management
New York
$153M +$19.3M +14% 101
ASP
6574
Adams Street Partners
Illinois
$153M +$11.2M +8% 7
CW
6575
Code Waechter
Florida
$153M +$12.7M +9% 119