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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
SM
5301
Selkirk Management
New Jersey
$195M +$47M +32% 24.9% 245% 15 6.67%
DMC
5302
DSC Meridian Capital
New York
$195M -$8.79M -4% 0.13% 13 30.77%
ORG
5303
Optimist Retirement Group
Washington
$195M +$40.8M +26% 12.2% 110 36.36%
I2I
5304
Insight 2811 Inc
Illinois
$195M +$11.3M +6% 3.29% 30.8% 84 5.95%
KC
5305
Kinloch Capital
Virginia
$195M +$37.3M +24% 6.61% 63.4% 79 17.72%
RFS
5306
Retirement Financial Solutions
Tennessee
$195M +$18M +10% 5.33% 50% 47 14.89%
FOA
5307
Five Oceans Advisors
California
$195M +$15.8M +9% 8.44% 78.8% 198 13.13%
GFM
5308
Gramercy Funds Management
Connecticut
$195M +$194M +24,723% 26.2% 87.6% 2 50%
BPM
5309
Blue Pool Management
Hong Kong
$194M -$60.1M -24% 2.38% 72.8% 2 0%
TC
5310
Taika Capital
Florida
$194M +$19.6M +11% 12.5% 68.3% 67 67.16%
IVMX
5311
Institutional Venture Management XV
California
$194M -$11.6M -6% 20.7% 116% 5 0%
FWM
5312
Fortress Wealth Management
California
$194M +$10.6M +6% 5.48% 52.1% 71 15.49%
CWG
5313
Crown Wealth Group
North Carolina
$194M +$27.9M +17% 10.5% 86.2% 121 29.75%
LD
5314
Lipe & Dalton
New York
$194M +$9.69M +5% 5.94% 89.6% 111 10.81%
BFS
5315
Burkett Financial Services
South Carolina
$194M +$14.4M +8% 7.66% 204 4.41%
IA
5316
IMZ Advisory
Florida
$194M +$8.41M +5% 8.01% 34 11.76%
CFO
5317
Custos Family Office
Texas
$194M +$1.39M +0.7% 6.64% 57.4% 49 14.29%
TWM
5318
Trinity Wealth Management
Pennsylvania
$194M +$26.7M +16% 7.1% 53.5% 51 21.57%
RA
5319
Rockingstone Advisors
Massachusetts
$194M +$15.3M +9% 11.7% 101% 109 7.34%
SXM
5320
SC XII Management
California
$194M -$251M -56% 34.7% 73.4% 1 0%
CVA
5321
Central Valley Advisors
California
$194M +$23.5M +14% 9.38% 166 19.88%
FZCM
5322
Flynn Zito Capital Management
New York
$194M +$45.3M +31% 12.9% 97.3% 117 23.93%
BFA
5323
Bluestem Financial Advisors
Illinois
$194M +$21.5M +13% 4.57% 39.5% 28 7.14%
CCMI
5324
Creative Capital Management Investments
California
$193M +$20.5M +12% 4.77% 50.7% 227 12.78%
MA
5325
MBA Advisors
Pennsylvania
$193M +$14M +8% 7.44% 58.3% 132 12.12%