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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
OGF
5326
Orin Green Financial
California
$123M -$3.15M -3% 4.93% 53.3% 66 6.06%
CI
5327
Ceera Investments
Texas
$123M 6.21% 47.9% 61
SFP
5328
Sandbox Financial Partners
Maryland
$123M +$13.2M +12% 1.01% 69.6% 94 36.17%
FCFC
5329
First Citizens Financial Corp
Iowa
$123M +$7.94M +7% 8.08% 68.1% 110 8.18%
CBCM
5330
Cook & Bynum Capital Management
Alabama
$123M +$6.95M +6% 5.57% 39.2% 5 0%
YSP
5331
Yarra Square Partners
New York
$123M +$6.45M +6% 15% 55.9% 18 16.67%
LR
5332
Library Research
Hong Kong
$123M -$21.2M -15% 13.1% 22.4% 6 0%
PWM
5333
PBMares Wealth Management
Virginia
$122M +$35.5M +41% 7.44% 67.7% 144 15.97%
FCM
5334
Fairbanks Capital Management
California
$122M +$10.7M +10% 31.4% 69.4% 54 11.11%
AWM
5335
Activest Wealth Management
Florida
$122M 3.68% 105% 302
AAM
5336
Alphadyne Asset Management
New York
$122M -$61.3M -33% 12.2% 133% 9 77.78%
PM
5337
Prosight Management
Texas
$122M -$94.3M -44% 16.3% 46.2% 56 58.93%
GBI
5338
GP Brinson Investments
Illinois
$122M 7.79% 45.5% 16
LA
5339
Latitude Advisors
Florida
$122M +$9.18M +8% 5.24% 60.2% 172 28.49%
BI
5340
BCBSM Inc
Minnesota
$122M +$79.6M +188% 0.02% 1 0%
LFGH
5341
Lee Financial Group Hawaii
Hawaii
$122M +$3.21M +3% 2.41% 12.9% 44 40.91%
RVM
5342
Robinson Value Management
Texas
$122M +$16.7M +16% 13.4% 60.9% 68 8.82%
TCM
5343
Taal Capital Management
Massachusetts
$122M +$7K +0% 7.72% 48 70.83%
KCM
5344
Kennicott Capital Management
California
$121M 4.07% 85.5% 46
OF
5345
Outfitter Financial
Maine
$121M +$17.8M +17% 11.2% 73.9% 100 10%
PP
5346
Pacifica Partners
Canada
$121M +$17.6M +17% 8.25% 123% 445 19.1%
ICM
5347
Islay Capital Management
Texas
$121M +$10.4M +9% 8.53% 65.2% 336 37.2%
UMC
5348
United Maritime Capital
New York
$121M +$5.61M +5% 18.8% 113 44.25%
FFA
5349
Freedman Financial Associates
Massachusetts
$121M +$9.71M +9% 7.95% 503 6.36%
CWA
5350
Choice Wealth Advisors
Maine
$121M +$10.3M +9% 4.71% 52.3% 25 20%