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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
OFP
4651
OLIO Financial Planning
Virginia
$193M +$9.32M +5% 4.08% 47.8% 43 6.98%
CD
4652
Chapin Davis
Maryland
$193M +$21.1M +12% 10.6% 323% 248 26.21%
GA
4653
Greytown Advisors
Florida
$193M +$9.3M +5% 6.26% 14.1% 101 10.89%
TAM
4654
Townsend Asset Management
North Carolina
$193M -$6.02M -3% 7.82% 77% 217 16.13%
TIM
4655
Tikehau Investment Management
France
$193M -$137M -41% 11% 102% 18 22.22%
VFIC
4656
Valley Forge Investment Consultants
Pennsylvania
$193M +$3.44M +2% 5.9% 61.9% 80 16.25%
SRCM
4657
Sage Rock Capital Management
New York
$193M -$128M -40% 4.83% 13% 202 40.59%
EM
4658
Excalibur Management
Massachusetts
$193M +$1.57M +0.8% 3.03% 81.7% 163 5.52%
BSA
4659
Bull Street Advisors
Georgia
$193M +$31K +0% 1.48% 41.9% 90 1.11%
ST
4660
SAL Trading
Pennsylvania
$193M +$20.8M +12% 10.9% 18.9% 54 57.41%
FCMI
4661
Foresite Capital Management IV
California
$193M -$41.4M -18% 11.4% 151% 8 0%
SCM
4662
Stonehill Capital Management
New York
$193M +$100M +108% 4.4% 117% 14 14.29%
SHA
4663
Seneca House Advisors
Virginia
$193M +$11.7M +6% 4.86% 58.2% 87 8.05%
HSG
4664
Helen Stephens Group
Texas
$192M +$24.9M +15% 4.56% 49.5% 72 4.17%
CPC
4665
Congress Park Capital
New York
$192M +$21.9M +13% 14.2% 95.6% 148 17.57%
AFS
4666
Amtrust Financial Services
New York
$192M -$16.8M -8% 5.76% 53.8% 20 10%
NIM
4667
Nicollet Investment Management
Minnesota
$192M +$19M +11% 14.9% 83.3% 59 1.69%
PCM
4668
Pinnbrook Capital Management
New York
$192M +$36.1M +23% 11.5% 913% 74 82.43%
WCM
4669
Wunderlich Capital Managemnt
Tennessee
$192M +$12.6M +7% 8.11% 33.6% 90 11.11%
HPWA
4670
Hall Private Wealth Advisors
North Carolina
$192M +$16.1M +9% 6.52% 54 14.81%
RW
4671
Rede Wealth
Virginia
$192M +$4.63M +2% 3.09% 80.9% 95 11.58%
WG
4672
Watchman Group
Texas
$192M +$10.6M +6% 5.75% 52.9% 73 17.81%
TDWM
4673
Topel & Distasi Wealth Management
California
$192M +$13.1M +7% 5.34% 40% 76 14.47%
ZIMP
4674
Zimmermann Investment Management & Planning
Pennsylvania
$191M +$18.1M +10% 7.92% 31.6% 120 30.83%
TC
4675
Tenere Capital
New York
$191M -$34.6M -15% 15.1% 131% 32 50%