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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 Avg Holding
Period (Yrs)
Candelo Capital Management
5776
Candelo Capital Management
New York
$179M +$30.5M +20% 16.4% – 45 62.22% 0.3
VCM
5777
Viewpoint Capital Management
Washington
$179M +$15.5M +9% 8.31% 127% 145 7.59% 2.2
Econ Financial Services
5778
Econ Financial Services
Pennsylvania
$179M +$17.4M +11% 3.98% 16.9% 111 53.15% 0.8
CWM
5779
CCG Wealth Management
California
$179M +$1.38M +0.8% 6.28% 82.6% 76 13.16% 2.9
Prosperity Financial Group
5780
Prosperity Financial Group
California
$179M +$20.1M +13% 5.57% 121% 166 19.88% 1.1
Old North State Wealth Management
5781
Old North State Wealth Management
North Carolina
$179M +$26.7M +18% 11% 91.5% 115 20.87% 1.5
Krensavage Asset Management
5782
Krensavage Asset Management
New York
$178M -$39.3M -18% 6.37% 124% 14 14.29% 3.3
Peak XV Partners Operations
5783
Peak XV Partners Operations
Mauritius
$178M -$16.5M -8% 8.18% – 3 0% 0.7
Spectrum Wealth Advisory Group
5784
Spectrum Wealth Advisory Group
California
$178M +$84.8M +91% 5.12% 76.1% 47 27.66% 2.5
Burns Matteson Capital Management
5785
Burns Matteson Capital Management
New York
$178M +$19.2M +12% 9.16% 137% 203 44.83% 1.3
Granite Bay Wealth Management
5786
Granite Bay Wealth Management
New Hampshire
$178M -$8.41M -5% 4.65% – 75 53.33% 1.4
Pharo Management
5787
Pharo Management
New York
$178M +$144M +420% 5.74% – 2 50% 0.4
Chaney Capital Management
5788
Chaney Capital Management
Washington
$178M +$27.3M +18% 4.73% – 38 10.53% 0.6
Lanham O'Dell & Company
5789
Lanham O'Dell & Company
West Virginia
$178M +$82.1K +0% 10.9% 81% 29 31.03% 1.7
Aspect Partners
5790
Aspect Partners
Virginia
$178M +$10.2M +6% 7.59% 66.7% 594 10.77% 0.7
Sound Stewardship
5791
Sound Stewardship
Kansas
$178M +$13.6M +8% 5.69% 45.9% 61 9.84% 1.4
WCM
5792
Westerly Capital Management
California
$178M -$22.9M -11% 5.79% 116% 52 42.31% 1.3
Sterling Investment Advisors (Missouri)
5793
Sterling Investment Advisors (Missouri)
Missouri
$178M +$14M +9% 5.9% 45.1% 34 2.94% 6.1
Carl Stuart Investment Advisor
5794
Carl Stuart Investment Advisor
Texas
$178M +$17.9M +11% 7.1% 84.4% 17 17.65% 1.6
Southern Capital Advisors
5795
Southern Capital Advisors
Tennessee
$178M +$15.2M +9% 6.79% 66.8% 82 17.07% 1.7
Cincinnati Casualty Company
5796
Cincinnati Casualty Company
Ohio
$177M -$5.09M -3% 8.58% 56% 26 7.69% 8.5
RE Dickinson Investment Advisors
5797
RE Dickinson Investment Advisors
Iowa
$177M +$12.9M +8% 7.37% 2.24% 254 13.78% 2.1
Seldon Capital
5798
Seldon Capital
California
$177M -$5.74M -3% 7.78% 604% 70 20% 1.6
Family CFO
5799
Family CFO
California
$177M +$14.9M +9% 6.61% 84% 74 14.86% 2.1
Grand Wealth Management
5800
Grand Wealth Management
Michigan
$177M +$8.8M +5% 6.13% 54.1% 66 12.12% 1.8