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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
ODFS
5551
O'Donnell Financial Services
California
$122M -$97.6M -44% 9.89% 61% 47 40.43%
PM
5552
Plustick Management
Virginia
$122M -$36.4M -23% 16% 1,667% 27 29.63%
PC
5553
Phoenician Capital
New York
$122M -$47.5M -28% 4.83% 41.1% 14 14.29%
EM
5554
ELCO Management
New York
$122M -$24.9M -17% 12.7% 93% 147 14.29%
CWM
5555
Concentrum Wealth Management
California
$122M -$38.8M -24% 21.8% 174% 64 21.88%
PCC
5556
Park Circle Company
Maryland
$122M +$1.48M +1% 12.7% 70.5% 142 16.2%
TCM
5557
Trybe Capital Management
Connecticut
$122M -$118M -49% 26.2% 681% 12 8.33%
IP
5558
Ignite Planners
California
$122M -$27.4M -18% 12.9% 73.8% 186 16.13%
LI
5559
Latash Investments
Alaska
$122M -$32M -21% 19.8% 110% 22 0%
ML
5560
Mayport LLC
Massachusetts
$122M -$23M -16% 12.1% 57% 63 23.81%
RF
5561
RHS Financial
California
$122M -$14.2M -10% 12.5% 57.8% 90 26.67%
TWP
5562
Tempus Wealth Planning
California
$122M -$19M -14% 12.1% 89.9% 148 20.27%
AFA
5563
AllGen Financial Advisors
Florida
$122M +$1.85M +2% 11.4% 39.7% 40 25%
DIS
5564
Diversified Investment Strategies
Louisiana
$122M -$24.5M -17% 13.9% 86% 47 12.77%
NRW
5565
Nova R Wealth
Kansas
$122M +$4.5M +4% 13.1% 54.5% 84 26.19%
TIAM2
5566
Tru Independence Asset Management 2
Oregon
$122M -$52.6M -30% 3.97% 103 40.78%
ZC
5567
Zoom Communications
California
$121M -$27M -18% 35.5% 10.7% 3 33.33%
TWM
5568
Tanager Wealth Management
United Kingdom
$121M -$11.5M -9% 13.2% 48.1% 47 29.79%
BCM
5569
Beaumont Capital Management
Massachusetts
$121M -$34M -22% 6.51% 45.4% 47 57.45%
BAM
5570
Boyar Asset Management
New York
$121M -$34.5M -22% 15.3% 75.5% 87 9.2%
SCA
5571
Strategic Capital Advisers
Colorado
$121M -$10.1M -8% 12.4% 51.4% 60 3.33%
DCI
5572
Data Collective IV
California
$121M -$350M -74% 24% 317% 5 0%
FFA
5573
Fi3 Financial Advisors
Indiana
$121M -$7.62M -6% 13.9% 83.1% 58 31.03%
RTL
5574
Red Tortoise LLC
Georgia
$121M -$11.3M -9% 12.2% 43.7% 67 10.45%
UOMF
5575
University of Maryland Foundation
Maryland
$121M +$37.9M +46% 16.2% 51.2% 7 14.29%