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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
5401
Orin Green Financial
California
$244M -$6.2M -2% 2.05% 53.3% 80 6.25%
AWM
5402
AAF Wealth Management
Massachusetts
$244M +$6.64M +3% 0.86% 65.8% 56 14.29%
SC
5403
Solstein Capital
California
$244M -$5.71M -2% 0.76% 91.4% 520 23.46%
RSC
5404
Red Spruce Capital
Pennsylvania
$244M -$7.29M -3% 0.99% 93.3% 99 11.11%
JAM
5405
JW Asset Management
Florida
$244M -$63.7M -21% 14.2% 251% 20 15%
SC
5406
Schulhoff & Co
Ohio
$243M +$5.94M +3% 4.7% 51.8% 137 6.57%
HCM
5407
Hutner Capital Management
Vermont
$243M +$3.82M +2% 2.97% 53.7% 44 0%
YP
5408
YANKCOM Partnership
South Dakota
$243M +$8.02M +3% 0.05% 411 18.98%
HBS
5409
Howard Bailey Securities
Indiana
$243M -$10.6M -4% 1.95% 156 31.41%
QHA
5410
Quarry Hill Advisors
Minnesota
$243M +$27.9M +13% 2.7% 62.5% 52 5.77%
IFO
5411
Independent Family Office
New York
$243M +$3.5M +1% 0.39% 68.4% 93 18.28%
VG
5412
Visualize Group
New York
$243M -$24.8M -9% 9.53% 16 68.75%
SWM
5413
SFG Wealth Management
Maryland
$243M -$11.6M -5% 0.54% 82.1% 143 39.16%
LP
5414
LGL Partners
Pennsylvania
$243M +$8.57M +4% 1.6% 68.9% 68 25%
CP
5415
Creekside Partners
California
$243M +$6.27M +3% 0.59% 186 4.3%
W
5416
WealthCollab
Washington
$243M -$1.61M -0.7% 4.25% 1,091 16.68%
GPC
5417
Guardian Point Capital
Virginia
$243M -$80.5M -25% 4.82% 142% 13 23.08%
EW
5418
Element Wealth
Mississippi
$242M -$320K -0.1% 0.76% 44.8% 222 15.77%
TSMHT
5419
Thurston Springer Miller Herd & Titak
Indiana
$242M -$44.7M -16% 0.36% 1,622 34.09%
ITFISA
5420
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$242M -$21.9M -8% 2.11% 183% 207 20.29%
SC
5421
Summa Corp
Texas
$242M +$8.75M +4% 5.17% 88 18.18%
TA
5422
TKG Advisors
Indiana
$242M -$6.05M -2% 5.27% 104% 98 17.35%
RA
5423
Resolute Advisors
California
$242M -$64.8M -21% 6.52% 38.3% 101 38.61%
MWM
5424
McNaughton Wealth Management
California
$242M -$1.08M -0.4% 2.21% 50.3% 73 6.85%
DA
5425
Dover Advisors
Virginia
$242M -$16.4M -6% 0.66% 65% 169 8.28%