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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
COA
5701
Crown Oak Advisors
California
$180M +$3.05M +2% 6.19% 22 0%
AIM
5702
Aikya Investment Management
United Kingdom
$180M -$166M -48% 0.28% 3 0%
SPFA
5703
Summit Place Financial Advisors
New Jersey
$179M +$10.1M +6% 10.7% 89.4% 91 3.3%
NED
5704
Nancy E. Dempze
$179M +$33.5M +23% 6.08% 59.1% 106 28.3%
MM
5705
MQS Management
New York
$179M +$13.8M +8% 4.22% 9.76% 694 81.7%
AFT
5706
Alpha Family Trust
California
$179M +$8.44M +5% 7.03% 142% 167 17.96%
CCM
5707
Candelo Capital Management
New York
$179M +$30.5M +20% 16.4% 45 62.22%
VCM
5708
Viewpoint Capital Management
Washington
$179M +$15.5M +9% 8.31% 105% 145 7.59%
EFS
5709
Econ Financial Services
Pennsylvania
$179M +$17.4M +11% 3.98% 16.9% 111 53.15%
CWM
5710
CCG Wealth Management
California
$179M +$1.38M +0.8% 6.28% 63% 76 13.16%
PFG
5711
Prosperity Financial Group
California
$179M +$20.1M +13% 5.57% 108% 166 19.88%
ONSWM
5712
Old North State Wealth Management
North Carolina
$179M +$26.7M +18% 11% 76.7% 115 20.87%
KAM
5713
Krensavage Asset Management
New York
$178M -$39.3M -18% 6.37% 113% 14 14.29%
PXPO
5714
Peak XV Partners Operations
Mauritius
$178M -$16.5M -8% 8.18% 3 0%
SWAG
5715
Spectrum Wealth Advisory Group
California
$178M +$84.8M +91% 5.12% 57.2% 47 27.66%
BMCM
5716
Burns Matteson Capital Management
New York
$178M +$19.2M +12% 9.16% 144% 203 44.83%
GBWM
5717
Granite Bay Wealth Management
New Hampshire
$178M -$8.41M -5% 4.65% 41.9% 75 53.33%
PM
5718
Pharo Management
New York
$178M +$144M +420% 5.74% 2 50%
CCM
5719
Chaney Capital Management
Washington
$178M +$27.3M +18% 4.73% 38 10.53%
LODC
5720
Lanham O'Dell & Company
West Virginia
$178M +$82.1K +0% 10.9% 81% 29 31.03%
AP
5721
Aspect Partners
Virginia
$178M +$10.2M +6% 7.59% 594 10.77%
SS
5722
Sound Stewardship
Kansas
$178M +$13.6M +8% 5.69% 43.2% 61 9.84%
WCM
5723
Westerly Capital Management
California
$178M -$22.9M -11% 5.79% 104% 52 42.31%
SIAM
5724
Sterling Investment Advisors (Missouri)
Missouri
$178M +$14M +9% 5.9% 37.8% 34 2.94%
CSIA
5725
Carl Stuart Investment Advisor
Texas
$178M +$17.9M +11% 7.1% 78.6% 17 17.65%