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
6701
Oppenheimer & Close
New York
$148M +$17.5M +13% 60
CA
6702
Continental Advisors
Utah
$148M +$8.29M +6% 37
FPWM
6703
Five Pine Wealth Management
Idaho
$148M +$12.8M +9% 42
IWM
6704
IMG Wealth Management
Florida
$148M +$18.8M +15% 567
TCTWM
6705
Three Cord True Wealth Management
Pennsylvania
$148M +$13.8M +10% 33
AIA
6706
Affinity Investment Advisors
California
$148M +$15.6M +12% 142
SMWM
6707
Silvia McColl Wealth Management
California
$148M +$10.1M +7% 118
S
6708
Steadtrust
Texas
$148M +$20.4M +16% 128
AWM
6709
Allen Wealth Management
North Carolina
$148M +$4.54M +3% 62
SFG
6710
Somnio Financial Group
Connecticut
$147M +$7.75M +6% 13
HCM
6711
Helios Capital Management
Singapore
$147M +$17.5M +13% 37
NL
6712
NDWM LLC
California
$147M +$10.8M +8% 34
EP
6713
Elkhorn Partners
Nebraska
$147M +$9.8M +7% 40
CFG
6714
Certior Financial Group
Pennsylvania
$147M +$17M +13% 139
SM
6715
Soapstone Management
Maryland
$147M -$3.36M -2% 17
1IA
6716
1620 Investment Advisors
Massachusetts
$147M +$6.26M +4% 710
PIP
6717
PB Investment Partners
California
$147M +$234K +0.2% 8
OCM
6718
Occam Crest Management
Connecticut
$147M 25
PAM
6719
Pacific Asset Management
Washington
$147M +$23M +18% 65
RFA
6720
Reyes Financial Architecture
California
$147M +$31.3M +27% 327
AFA
6721
Antonelli Financial Advisors
Michigan
$147M +$8.68M +6% 48
SC
6722
Settian Capital
New York
$147M +$5.25M +4% 23
ZC
6723
Zeit Capital
Colorado
$147M +$7.23M +5% 28
CWR
6724
Chico Wealth RIA
California
$147M +$20.7M +16% 39
AIA
6725
Accelerate Investment Advisors
California
$147M +$12.6M +9% 126