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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
OAJ
4301
Ogorek Anthony Joseph
New York
$141M -$42.7M -23% 19.3% 61.1% 227 17.62%
OR
4302
Olympiad Research
Connecticut
$141M +$41.8M +42% 21.8% 189% 437 75.97%
EWM
4303
EPG Wealth Management
Georgia
$141M +$4.88M +4% 20.9% 96% 860 83.84%
C
4304
Cerebellum
California
$141M 28% 471
SCM
4305
Stanley Capital Management
Texas
$141M +$11.2M +9% 24.3% 158% 42 21.43%
XSC
4306
X-Square Capital
Puerto Rico
$141M +$40.5M +40% 25.3% 158% 105 40%
HFS
4307
Howard Financial Services
Texas
$141M +$27.7M +25% 21.6% 50.2% 127 26.77%
VBFP
4308
Valtinson Bruner Financial Planning
Minnesota
$141M +$16.8M +14% 10.1% 36.2% 84 27.38%
RCM
4309
Rain Capital Management
Oregon
$141M +$41M +41% 8.02% 18.2% 36 11.11%
ACM
4310
Ariose Capital Management
Hong Kong
$141M -$68.1M -33% 63.6% 1,745% 54 81.48%
BA
4311
Ballast Advisors
Minnesota
$141M +$34.2M +32% 18.6% 66.7% 168 12.5%
JWBC
4312
John W. Brooker & Co
California
$140M +$1.61M +1% 11.2% 38.4% 180 10.56%
FAAM
4313
First Ascent Asset Management
Colorado
$140M -$5.42M -4% 11.7% 4.15% 36 25%
TCM
4314
Tuttle Capital Management
Connecticut
$140M -$46.9M -25% 34.9% 115% 157 82.17%
MPW
4315
Monterey Private Wealth
California
$140M +$23M +20% 15.3% 29.8% 74 21.62%
RBFC
4316
Roman Butler Fullerton & Co
Missouri
$140M +$26.9M +24% 21.9% 121% 154 17.53%
PAM
4317
Peninsula Asset Management
Florida
$140M +$18.7M +15% 21.9% 44.1% 51 15.69%
BWM
4318
BigSur Wealth Management
Florida
$140M +$6.46M +5% 18.3% 83.1% 113 14.16%
NI
4319
Noked Israel
Israel
$140M +$83.9M +150% 56% 265% 20 50%
NC
4320
Noked Capital
Israel
$140M +$83.9M +150% 56% 197% 20 50%
FP
4321
Financial Perspectives
Minnesota
$140M +$16.1M +13% 15.4% 87.8% 569 10.72%
NERM
4322
New England Research & Management
Illinois
$140M +$22.6M +19% 17.4% 56.4% 159 27.67%
SCM
4323
Salem Capital Management
Massachusetts
$140M +$18.6M +15% 21.5% 32.3% 63 6.35%
SCM
4324
Seascape Capital Management
New Hampshire
$140M +$29.4M +27% 16.6% 111% 77 28.57%
SSW
4325
Smith Shellnut Wilson
Mississippi
$140M +$20.4M +17% 17.5% 90.2% 132 6.82%