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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
ONSWM
5776
Old North State Wealth Management
North Carolina
$179M +$26.7M +18% 11% 76.7% 115 20.87%
KAM
5777
Krensavage Asset Management
New York
$178M -$39.3M -18% 6.37% 124% 14 14.29%
PXPO
5778
Peak XV Partners Operations
Mauritius
$178M -$16.5M -8% 8.18% 3 0%
SWAG
5779
Spectrum Wealth Advisory Group
California
$178M +$84.8M +91% 5.12% 67.9% 47 27.66%
BMCM
5780
Burns Matteson Capital Management
New York
$178M +$19.2M +12% 9.16% 144% 203 44.83%
GBWM
5781
Granite Bay Wealth Management
New Hampshire
$178M -$8.41M -5% 4.65% 75 53.33%
PM
5782
Pharo Management
New York
$178M +$144M +420% 5.74% 2 50%
CCM
5783
Chaney Capital Management
Washington
$178M +$27.3M +18% 4.73% 38 10.53%
LODC
5784
Lanham O'Dell & Company
West Virginia
$178M +$82.1K +0% 10.9% 81% 29 31.03%
AP
5785
Aspect Partners
Virginia
$178M +$10.2M +6% 7.59% 594 10.77%
SS
5786
Sound Stewardship
Kansas
$178M +$13.6M +8% 5.69% 43.2% 61 9.84%
WCM
5787
Westerly Capital Management
California
$178M -$22.9M -11% 5.79% 116% 52 42.31%
SIAM
5788
Sterling Investment Advisors (Missouri)
Missouri
$178M +$14M +9% 5.9% 37.8% 34 2.94%
CSIA
5789
Carl Stuart Investment Advisor
Texas
$178M +$17.9M +11% 7.1% 84.4% 17 17.65%
SCA
5790
Southern Capital Advisors
Tennessee
$178M +$15.2M +9% 6.79% 58.2% 82 17.07%
CCC
5791
Cincinnati Casualty Company
Ohio
$177M -$5.09M -3% 8.58% 56% 26 7.69%
RDIA
5792
RE Dickinson Investment Advisors
Iowa
$177M +$12.9M +8% 7.37% 2.24% 254 13.78%
SC
5793
Seldon Capital
California
$177M -$5.74M -3% 7.78% 604% 70 20%
FC
5794
Family CFO
California
$177M +$14.9M +9% 6.61% 84% 74 14.86%
GWM
5795
Grand Wealth Management
Michigan
$177M +$8.8M +5% 6.13% 54.1% 66 12.12%
CVA
5796
Central Valley Advisors
California
$177M -$57M -24% 6.38% 173 46.24%
CAM
5797
Concorde Asset Management
Michigan
$177M +$14.9M +9% 5.71% 189 21.69%
MVP
5798
Miller Value Partners
Florida
$177M +$20.6M +13% 9.57% 133% 30 6.67%
CGH
5799
CMG Global Holdings
Texas
$177M +$25.9M +17% 6.19% 79.4% 100 14%
DFG
5800
Delphi Financial Group
Delaware
$177M -$604K -0.3% 3.79% 66.3% 25 24%