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
SOWAS
6626
Silver Oak Wealth Advisors Services
California
$152M +$13M +9% 39
IPAM
6627
Investment Partners Asset Management
New Jersey
$152M +$8.02M +6% 164
SCM
6628
Saxony Capital Management
Missouri
$152M +$21.2M +16% 161
SC
6629
Scratch Capital
Idaho
$152M +$28.7M +23% 63
BWM
6630
BCO Wealth Management
New Mexico
$152M +$11.3M +8% 38
CNBOF
6631
City National Bank of Florida
Florida
$151M +$14.1M +10% 142
LF
6632
Lighthouse Financial
Florida
$151M +$20.9M +16% 78
EAM
6633
Exome Asset Management
New York
$151M +$41.1M +37% 85
MSA
6634
McAlister Sweet & Associates
Texas
$151M +$38.7M +34% 29
HCWM
6635
Hidden Cove Wealth Management
Washington
$151M +$13.3M +10% 93
FFP
6636
Forbes Financial Planning
Rhode Island
$151M +$3.23M +2% 34
SCA
6637
Sippican Capital Advisors
Massachusetts
$151M +$13.6M +10% 115
SW
6638
Schulz Wealth
Texas
$151M +$17.5M +13% 67
AWA
6639
Authentikos Wealth Advisory
California
$151M +$19.5M +15% 65
BDS
6640
Banco de Sabadell
Florida
$151M +$6.6M +5% 66
CIG
6641
Cascade Investment Group
Colorado
$151M +$7.85M +5% 152
SM
6642
Stonegate Management
Illinois
$151M 57
LOIP
6643
Live Oak Investment Partners
Texas
$151M +$20.8M +16% 86
MP
6644
MSD Partners
New York
$151M -$21.2M -12% 7
LCM
6645
LRT Capital Management
Texas
$151M -$17.8M -11% 92
TP
6646
Toronado Partners
California
$151M +$9.97M +7% 13
IIA
6647
Integrity Investment Advisors
Colorado
$151M +$20.8M +16% 62
VT
6648
Volterra Technologies
New York
$151M +$76.8M +104% 276
MCWA
6649
Meadow Creek Wealth Advisors
Georgia
$151M +$2.54M +2% 152
BCM
6650
Beaumont Capital Management
Massachusetts
$151M +$4.46M +3% 55