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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
SC
5201
Sagil Capital
United Kingdom
$238M -$15.2M -6% 11.4% 140% 26 65.38%
VU
5202
Valence8 US
Massachusetts
$238M +$24.3M +11% 10.6% 53.9% 14 42.86%
FZCM
5203
Flynn Zito Capital Management
New York
$238M +$19.7M +9% 10.4% 97.3% 133 9.02%
MP
5204
Mediatel Partners
Texas
$237M -$6.26M -3% 2.53% 22.9% 3 0%
PIAS
5205
PCA Investment Advisory Services
Ohio
$237M +$48.2M +25% 8.35% 63.7% 51 9.8%
SST
5206
S Squared Technology
New York
$237M +$41.9M +21% 41.1% 138% 36 11.11%
FFP
5207
Freedom Financial Partners
Minnesota
$237M +$22.5M +10% 7.81% 80 11.25%
EI
5208
eCIO Inc
Wisconsin
$237M -$61.7M -21% 1.7% 505 87.33%
CWA
5209
Consilium Wealth Advisory
Texas
$237M +$37.6M +19% 14% 91.5% 101 18.81%
SM
5210
Samjo Management
New York
$237M +$1.11M +0.5% 4.23% 60 8.33%
T
5211
Transce3nd
Texas
$237M +$12.9M +6% 5.37% 1,297 14.8%
LODC
5212
Lanham O'Dell & Company
West Virginia
$237M +$64.3M +37% 1.75% 81% 41 21.95%
FDW
5213
Fourth Dimension Wealth
Ohio
$237M +$29.9M +14% 10.2% 653 12.4%
HCM
5214
Hall Capital Management
Rhode Island
$237M +$20.9M +10% 7.72% 96 6.25%
AWM
5215
Act Wealth Management
Texas
$237M +$15.7M +7% 6.21% 66.7% 58 12.07%
TWCM
5216
True Wind Capital Management
California
$236M -$53.7M -19% 18.4% 119% 2 0%
DI
5217
Disciplined Investments
Oklahoma
$236M +$18.6M +9% 5.65% 41.9% 130 7.69%
MPAM
5218
Murphy Pohlad Asset Management
Minnesota
$236M +$638K +0.3% 3.9% 75.1% 124 5.65%
JRCM
5219
Jones Road Capital Management
New York
$236M +$76.2M +48% 20.7% 82.5% 36 58.33%
OGF
5220
Orin Green Financial
California
$236M +$24.1M +11% 7.42% 53.3% 81 9.88%
WFS
5221
Weitzel Financial Services
Iowa
$236M +$26.5M +13% 6.28% 42.4% 49 24.49%
HRC
5222
Hoertkorn Richard Charles
$236M +$20M +9% 13.1% 172% 80 1.25%
OPL
5223
Orland Properties Ltd
British Virgin Islands
$236M +$153M +185% 5.19% 101% 8 12.5%
FIA
5224
FNY Investment Advisers
New York
$236M +$72.1M +44% 29% 307% 1,277 61.71%
SCMS
5225
Serenity Capital Management (Singapore)
Singapore
$236M +$68.6M +41% 5.85% 20.4% 8 12.5%