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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
WOSD
5376
WFA of San Diego
California
$131M +$19.7M +18% 6.91% 475 81.47%
OCM
5377
Orleans Capital Management
Louisiana
$131M +$11.1M +9% 11.3% 67.9% 79 3.8%
BA
5378
Ballew Advisors
Mississippi
$131M +$19.1M +17% 7.85% 62.3% 107 18.69%
SAM
5379
Stewart Asset Management
New York
$130M -$7.33M -5% 6.7% 42.5% 29 10.34%
AWA
5380
Acorn Wealth Advisors
Michigan
$130M +$8.43M +7% 8.83% 42.9% 169 15.38%
NPI
5381
New Perspectives Inc
Mississippi
$130M +$14.3M +12% 6.85% 24 25%
MCM
5382
Mork Capital Management
California
$130M +$28.5M +28% 13.3% 45.7% 137 31.39%
EP
5383
Essential Planning
New Hampshire
$130M +$113M +652% 4.46% 32.7% 43 53.49%
PCM
5384
Pointe Capital Management
Michigan
$130M +$5.18M +4% 7.39% 57.6% 149 6.71%
UOC
5385
University of Chicago
Illinois
$130M 2.49% 19.1% 5
ES
5386
ETF Store
Kansas
$130M +$15.4M +13% 6.66% 44.8% 94 13.83%
GFL
5387
Granite FO LLC
New Hampshire
$130M 11.7% 111% 142
TLCM
5388
Twin Lakes Capital Management
California
$130M +$5.77M +5% 14.5% 83.8% 257 5.06%
GF
5389
Gates Foundation
Washington
$130M +$3.28M +3% 10.3% 58.1% 10 10%
MVP
5390
Medina Value Partners
California
$130M +$34.5M +36% 31.4% 78.1% 19 63.16%
HCM
5391
Horiko Capital Management
New York
$130M +$5.81M +5% 6.2% 158% 27 0%
ASBI
5392
American State Bank (Iowa)
Iowa
$130M +$14.2M +12% 11.2% 138% 333 8.41%
PWP
5393
Pursue Wealth Partners
California
$129M -$9.6M -7% 3.09% 94.9% 117 23.08%
CWA
5394
Clearview Wealth Advisors
Oregon
$129M +$3.26M +3% 8.73% 45.2% 669 13.45%
RF
5395
Robbins Farley
New Hampshire
$129M +$7.55M +6% 12.3% 98.2% 194 23.2%
BAM
5396
Bellevue Asset Management
Washington
$129M +$633K +0.5% 6.44% 51% 507 7.69%
SCA
5397
Southern Capital Advisors
Tennessee
$129M +$6.97M +6% 9.98% 58.2% 78 20.51%
VIG
5398
Vienna Insurance Group
Poland
$129M -$12.5M -9% 7.63% 88.1% 39 23.08%
AIM
5399
Aquila Investment Management
New York
$129M -$4.67M -3% 10.1% 53.3% 106 31.13%
OGM
5400
OnyxPoint Global Management
New York
$129M 10.2% 206% 10