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
SF
6976
SageOak Financial
Oklahoma
$113M +$3.35M +3% 46
CI
6977
CPR Investments
Michigan
$113M +$1.92M +2% 45
AGP
6978
Aspire Growth Partners
Florida
$113M +$10.5M +10% 116
BF
6979
bLong Financial
Tennessee
$113M -$8.75M -7% 84
HAM
6980
Hickory Asset Management
Ohio
$113M -$5.13M -4% 92
LWM
6981
Lionsbridge Wealth Management
Florida
$112M -$6.64M -6% 66
USWIA
6982
UP Strategic Wealth Investment Advisors
Pennsylvania
$112M +$12.5M +12% 89
SIA
6983
Summit Investment Advisors
Maryland
$112M -$81.1K -0.1% 59
OCM
6984
Octahedron Capital Management
California
$112M +$7.07M +7% 23
VWM
6985
VanWeelden Wealth Management
Ohio
$112M +$1.71M +2% 26
BCM
6986
Barden Capital Management
Texas
$112M -$4.18M -4% 63
PCC
6987
Park Circle Company
Maryland
$112M +$2.23M +2% 111
BFG
6988
Birch Financial Group
New Hampshire
$112M +$23.4M +26% 109
EVC
6989
Emeth Value Capital
Louisiana
$112M -$11.8M -10% 6
SPC
6990
Square Peg Capital
Australia
$112M +$3.17M +3% 10
TWA
6991
Trace Wealth Advisors
California
$112M +$620K +0.6% 59
NA
6992
NVP Associates
California
$112M -$74.8M -40% 7
SOWAS
6993
Silver Oak Wealth Advisors Services
California
$112M -$3.45M -3% 40
AWA
6994
Arbor Wealth Advisors
Michigan
$112M -$123K -0.1% 52
NIP
6995
Norwood Investment Partners
California
$112M -$28M -20% 16
SFSG
6996
Sound Financial Strategies Group
Mississippi
$112M -$7.86M -7% 109
CWMS
6997
Cannon Wealth Management Services
North Carolina
$112M -$4M -3% 81
CF
6998
Cyr Financial
Illinois
$112M +$2.26M +2% 57
RWM
6999
Riverbend Wealth Management
South Carolina
$112M -$490K -0.4% 124
OWM
7000
Orca Wealth Management
Florida
$112M +$642K +0.6% 67