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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
FDW
5276
Fourth Dimension Wealth
Ohio
$237M +$29.9M +14% 10.2% 653 12.4%
HCM
5277
Hall Capital Management
Rhode Island
$237M +$20.9M +10% 7.72% 96 6.25%
AWM
5278
Act Wealth Management
Texas
$237M +$15.7M +7% 6.21% 66.7% 58 12.07%
TWCM
5279
True Wind Capital Management
California
$236M -$53.7M -19% 18.4% 119% 2 0%
DI
5280
Disciplined Investments
Oklahoma
$236M +$18.6M +9% 5.65% 51.4% 130 7.69%
MPAM
5281
Murphy Pohlad Asset Management
Minnesota
$236M +$638K +0.3% 3.9% 75.1% 124 5.65%
JRCM
5282
Jones Road Capital Management
New York
$236M +$76.2M +48% 20.7% 88.5% 36 58.33%
OGF
5283
Orin Green Financial
California
$236M +$24.1M +11% 7.42% 53.3% 81 9.88%
WFS
5284
Weitzel Financial Services
Iowa
$236M +$26.5M +13% 6.28% 42.4% 49 24.49%
HRC
5285
Hoertkorn Richard Charles
$236M +$20M +9% 13.1% 172% 80 1.25%
OPL
5286
Orland Properties Ltd
British Virgin Islands
$236M +$153M +185% 5.19% 77.6% 8 12.5%
TCMNY
5287
Thrive Capital Management (New York)
New York
$236M -$353M -60% 54.1% 205% 4 25%
FIA
5288
FNY Investment Advisers
New York
$236M +$72.1M +44% 29% 307% 1,277 61.71%
SCMS
5289
Serenity Capital Management (Singapore)
Singapore
$236M +$68.6M +41% 5.85% 21% 8 12.5%
MVP
5290
Miller Value Partners
Florida
$236M +$16.2M +7% 1.69% 133% 34 2.94%
VP
5291
Verisail Partners
Georgia
$236M +$18.6M +9% 6.82% 35 5.71%
PFG
5292
Prosperity Financial Group
California
$235M +$34.6M +17% 15.8% 108% 184 21.2%
SSWM
5293
Strait & Sound Wealth Management
California
$235M +$20.2M +9% 11.3% 74% 154 11.69%
KIG
5294
Kennedy Investment Group
New Jersey
$235M +$20M +9% 11.6% 84.8% 139 12.23%
DJC
5295
Daily Journal Corp
California
$235M +$19.6M +9% 9.79% 108% 4 0%
SHA
5296
Seneca House Advisors
Virginia
$235M +$351K +0.1% 7.19% 58.2% 93 17.2%
NWWA
5297
New Wave Wealth Advisors
Arkansas
$235M +$12.1M +5% 12.3% 163 30.67%
MFC
5298
Mechanics Financial Corp
Ohio
$235M +$14.8M +7% 7.73% 81.6% 246 3.25%
FPW
5299
Flagship Private Wealth
Massachusetts
$235M +$25.2M +12% 8.25% 62.7% 110 14.55%
OL
5300
Owen LaRue
Kentucky
$235M +$34.4M +17% 16.4% 126% 115 29.57%