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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
DI
5326
Disciplined Investments
Oklahoma
$251M +$15.1M +6% 5.15% 51.4% 132 7.58%
DAM
5327
Deepwater Asset Management
Minnesota
$251M -$1.36M -0.5% 6.21% 142% 33 45.45%
SIP
5328
Sellwood Investment Partners
Oregon
$251M +$41.9M +20% 5.35% 107 54.21%
PAG
5329
Powers Advisory Group
Illinois
$251M +$23.7M +10% 4.9% 44.1% 121 4.96%
SIAS
5330
Summit Investment Advisory Services
Minnesota
$251M +$21.1M +9% 7.01% 68.3% 77 9.09%
SLA
5331
Silver Lake Advisory
Utah
$251M +$16.3M +7% 6.92% 70.9% 109 9.17%
EC
5332
ECP ControlCo
New Jersey
$251M +$35.7M +17% 12.8% 42.5% 4 0%
DA
5333
Dover Advisors
Virginia
$251M +$23.8M +10% 7.29% 65% 175 12.57%
SCM
5334
Spreng Capital Management
Ohio
$251M +$8.85M +4% 7.21% 72.5% 79 7.59%
A
5335
Argentarii
Ohio
$251M +$32.7M +15% 11.6% 174 15.52%
AFO
5336
Arrowroot Family Office
California
$251M +$27.5M +12% 5.9% 149 12.75%
ECA
5337
Elevation Capital Advisory
Oregon
$250M +$899K +0.4% 6.38% 82 59.76%
OGF
5338
Orin Green Financial
California
$250M +$13.9M +6% 6.28% 53.3% 88 11.36%
AFC
5339
Adaptive Financial Consulting
Ohio
$250M +$10.7M +4% 4.13% 33.4% 21 9.52%
AF
5340
Abound Financial
California
$250M +$22.7M +10% 7.43% 72 9.72%
SI
5341
Shaker Investments
Ohio
$250M +$5.49M +2% 10.9% 205% 112 26.79%
T
5342
Tableaux
Massachusetts
$250M +$75.6M +43% 6.94% 142 38.73%
ITFISA
5343
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$250M +$375K +0.2% 10.7% 183% 213 16.9%
TPW
5344
TL Private Wealth
Texas
$249M +$8.46M +4% 5.2% 46% 46 8.7%
IWM
5345
Iams Wealth Management
Nebraska
$249M +$31.4M +14% 5.83% 51.3% 196 20.41%
GHP
5346
Great Hill Partners
Massachusetts
$249M +$107M +75% 74.7% 24% 1 0%
CPM
5347
Crescent Park Management
California
$249M -$11M -4% 4.46% 87% 39 23.08%
FPW
5348
Flagship Private Wealth
Massachusetts
$249M +$13.7M +6% 7.33% 62.7% 113 10.62%
TPCM
5349
Two Point Capital Management
New York
$249M +$13.8M +6% 11.6% 25 0%
PVM
5350
Palogic Value Management
Texas
$249M +$3.82M +2% 5.66% 31.3% 188 24.47%