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
BOM
6851
Bank of Marin
California
$133M +$54.1M +69% 136
NWM
6852
Navigoe Wealth Management
California
$132M +$17M +15% 190
OCM
6853
Octahedron Capital Management
California
$132M +$20M +18% 24
AI
6854
Axos Invest
Nevada
$132M +$3.42M +3% 22
OIM
6855
Oder Investment Management
California
$132M +$14.6M +12% 99
AIS
6856
Accredited Investor Services
Minnesota
$132M +$12.6M +11% 73
KCIC
6857
Kuhn & Co Investment Counsel
Illinois
$132M +$13.7M +12% 135
LAMNM
6858
Longview Asset Management (New Mexico)
New Mexico
$132M +$15.8M +14% 59
PI
6859
Pachira Investments
California
$132M -$10M -7% 58
MWM
6860
Moulton Wealth Management
Washington
$132M +$1.1M +0.8% 43
IA
6861
IFS Advisors
Kansas
$132M +$9.01M +7% 205
ACM
6862
Alethea Capital Management
Washington
$132M -$1.89M -1% 33
GEH
6863
General Equity Holdings
New York
$132M +$21.8M +20% 10
CAP
6864
Columbia Advisory Partners
Washington
$132M +$16.8M +15% 84
RWM
6865
Riverbend Wealth Management
South Carolina
$132M +$20.3M +18% 144
AIA
6866
Affinity Investment Advisors
California
$132M +$9.32M +8% 163
TPBG
6867
Turning Point Benefit Group
Maryland
$132M +$25.1M +23% 80
SCM
6868
Sunbeam Capital Management
Georgia
$132M +$27M +26% 92
NDBT
6869
North Dallas Bank & Trust
Texas
$132M 99
BGAI
6870
Bruce G. Allen Investments
Colorado
$132M +$5.62M +4% 1,154
HWMC
6871
Heritage Wealth Management (California)
California
$132M +$14.8M +13% 88
PBRA
6872
Pine Brook Road Advisors
New York
$132M +$4.21M +3% 2
LFA
6873
Laraway Financial Advisors
Minnesota
$132M +$5.97M +5% 125
AWA
6874
Authentikos Wealth Advisory
California
$132M +$13.1M +11% 63
CMMS
6875
Comprehensive Money Management Services
Florida
$132M +$7.96M +6% 189