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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
T
5276
Transce3nd
Texas
$237M +$12.9M +6% 5.37% 1,297 14.8%
LODC
5277
Lanham O'Dell & Company
West Virginia
$237M +$64.3M +37% 1.75% 81% 41 21.95%
FDW
5278
Fourth Dimension Wealth
Ohio
$237M +$29.9M +14% 10.2% 653 12.4%
HCM
5279
Hall Capital Management
Rhode Island
$237M +$20.9M +10% 7.72% 96 6.25%
AWM
5280
Act Wealth Management
Texas
$237M +$15.7M +7% 6.21% 66.7% 58 12.07%
TWCM
5281
True Wind Capital Management
California
$236M -$53.7M -19% 18.4% 119% 2 0%
DI
5282
Disciplined Investments
Oklahoma
$236M +$18.6M +9% 5.65% 51.4% 130 7.69%
MPAM
5283
Murphy Pohlad Asset Management
Minnesota
$236M +$638K +0.3% 3.9% 75.1% 124 5.65%
JRCM
5284
Jones Road Capital Management
New York
$236M +$76.2M +48% 20.7% 88.5% 36 58.33%
OGF
5285
Orin Green Financial
California
$236M +$24.1M +11% 7.42% 53.3% 81 9.88%
WFS
5286
Weitzel Financial Services
Iowa
$236M +$26.5M +13% 6.28% 42.4% 49 24.49%
HRC
5287
Hoertkorn Richard Charles
$236M +$20M +9% 13.1% 172% 80 1.25%
OPL
5288
Orland Properties Ltd
British Virgin Islands
$236M +$153M +185% 5.19% 77.6% 8 12.5%
TCMNY
5289
Thrive Capital Management (New York)
New York
$236M -$353M -60% 54.1% 205% 4 25%
FIA
5290
FNY Investment Advisers
New York
$236M +$72.1M +44% 29% 307% 1,277 61.71%
SCMS
5291
Serenity Capital Management (Singapore)
Singapore
$236M +$68.6M +41% 5.85% 21% 8 12.5%
MVP
5292
Miller Value Partners
Florida
$236M +$16.2M +7% 1.69% 133% 34 2.94%
VP
5293
Verisail Partners
Georgia
$236M +$18.6M +9% 6.82% 35 5.71%
PFG
5294
Prosperity Financial Group
California
$235M +$34.6M +17% 15.8% 108% 184 21.2%
SSWM
5295
Strait & Sound Wealth Management
California
$235M +$20.2M +9% 11.3% 74% 154 11.69%
KIG
5296
Kennedy Investment Group
New Jersey
$235M +$20M +9% 11.6% 84.8% 139 12.23%
DJC
5297
Daily Journal Corp
California
$235M +$19.6M +9% 9.79% 108% 4 0%
SHA
5298
Seneca House Advisors
Virginia
$235M +$351K +0.1% 7.19% 58.2% 93 17.2%
NWWA
5299
New Wave Wealth Advisors
Arkansas
$235M +$12.1M +5% 12.3% 163 30.67%
MFC
5300
Mechanics Financial Corp
Ohio
$235M +$14.8M +7% 7.73% 81.6% 246 3.25%