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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
FWM
4301
ForthRight Wealth Management
Georgia
$258M +$26.1M +11% 9.37% 36.6% 59 5.08%
ZCM
4302
Zenyatta Capital Management
Delaware
$258M +$74M +40% 14.2% 40 57.5%
BCC
4303
Bridge City Capital
Oregon
$258M +$60.3M +30% 12.1% 76.9% 113 16.81%
GC
4304
Glenorchy Capital
Australia
$258M 6.86% 73
HLCM
4305
Hi-Line Capital Management
South Dakota
$258M -$13.4M -5% 9.27% 57.5% 39 2.56%
TA
4306
TrueWealth Advisors
Alabama
$258M +$20.9M +9% 9.34% 58.5% 210 12.86%
FFA
4307
Founders Financial Alliance
North Carolina
$258M +$28.9M +13% 11.2% 72.5% 498 6.02%
SSC
4308
Syverson Strege & Co
Iowa
$258M +$34.3M +15% 10.1% 50.6% 70 15.71%
KCM
4309
Kendall Capital Management
Maryland
$257M +$31.9M +14% 11.6% 84.4% 210 10.95%
PTP
4310
Platform Technology Partners
New York
$257M +$43.7M +20% 10.4% 229 20.09%
DSA
4311
Droms Strauss Advisors
Missouri
$257M +$25M +11% 10.6% 56.1% 68 10.29%
LWM
4312
Ledge Wealth Management
Minnesota
$257M +$34.4M +15% 9.75% 66 15.15%
MC
4313
Metavasi Capital
New York
$257M +$79.6M +45% 18.6% 656% 42 64.29%
RBFC
4314
Roman Butler Fullerton & Co
Missouri
$257M +$45.1M +21% 11.8% 109% 219 22.37%
HC
4315
Hendley & Co
Ohio
$257M +$8.71M +4% 6.23% 54.8% 55 7.27%
OIS
4316
Okabena Investment Services
Minnesota
$257M +$128M +100% 11.5% 58.5% 144 60.42%
AA
4317
Addison Advisors
Vermont
$257M +$41.8M +19% 9.36% 42.3% 736 11.68%
PWM
4318
Prentice Wealth Management
New York
$257M +$35.2M +16% 8.83% 44.2% 104 8.65%
SCPM
4319
Sea Cliff Partners Management
California
$256M 18.5% 14
ADIM
4320
Alpha DNA Investment Management
Maryland
$256M +$12.2M +5% 14.3% 134% 248 58.06%
ACM
4321
Ariose Capital Management
Hong Kong
$256M +$79.7M +45% 6.66% 1,745% 19 63.16%
PWAC
4322
Private Wealth Advisors (California)
California
$256M +$20M +8% 7.65% 55% 86 27.91%
CA
4323
Continental Advisors
Utah
$256M +$68.6M +37% 13.5% 69% 52 9.62%
BCA
4324
Bernzott Capital Advisors
California
$256M -$34.2M -12% 10.4% 46.6% 47 12.77%
APW
4325
Acima Private Wealth
Virginia
$256M +$31.4M +14% 8.63% 45.2% 260 12.69%