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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
LODC
5901
Lanham O'Dell & Company
West Virginia
$122M +$11.1M +10% 1.46% 81% 18 11.11%
BA
5902
Ballew Advisors
Mississippi
$121M -$17M -12% 3.17% 62.3% 113 15.93%
YWM
5903
Yoder Wealth Management
California
$121M -$5.73M -5% 4.66% 58.9% 84 10.71%
LAM
5904
LifePro Asset Management
California
$121M -$8.47M -7% 7.62% 49% 133 42.86%
3C
5905
325 Capital
New York
$121M -$30.5M -20% 12.2% 226% 9 11.11%
WAM
5906
Werlinich Asset Management
Connecticut
$121M -$3.46M -3% 2.98% 215% 58 5.17%
TFG
5907
Team Financial Group
California
$121M 1.49% 42.4% 207
PFG
5908
Prosperity Financial Group
California
$121M +$7.47M +7% 3.48% 108% 142 26.76%
PPWM
5909
Paragon Private Wealth Management
Kentucky
$121M -$4.64M -4% 3.83% 93.9% 135 11.85%
SFSG
5910
Sound Financial Strategies Group
Mississippi
$121M -$15.9M -12% 1.58% 26.4% 85 29.41%
TAS
5911
TIFF Advisory Services
Pennsylvania
$121M -$301M -71% 0.76% 85.9% 27 33.33%
BCM
5912
BHZ Capital Management
California
$121M -$21.7M -15% 3.92% 3.24% 74 16.22%
BAM
5913
Byrne Asset Management
New Jersey
$121M -$32.9M -21% 2.92% 116% 655 42.9%
SCM
5914
Stadium Capital Management
Connecticut
$121M +$2.42M +2% 7.09% 10.9% 14 28.57%
RCF
5915
Rainwater Charitable Foundation
Texas
$121M -$16.7M -12% 3.74% 40.2% 4 25%
ECP
5916
Epacria Capital Partners
Colorado
$121M -$1.41M -1% 2.48% 89.1% 62 6.45%
OWP
5917
Old Well Partners
North Carolina
$121M +$9.76M +9% 3.69% 97.8% 38 21.05%
AC
5918
AIFG Consultants
New York
$121M -$3.99M -3% 2.73% 49.8% 41 21.95%
HWM
5919
HighMark Wealth Management
Minnesota
$121M -$12.5M -9% 4.21% 110% 590 8.64%
FRA
5920
FFG Retirement Advisors
Colorado
$121M -$4.33M -3% 3.72% 41.1% 40 22.5%
CCM
5921
Ciovacco Capital Management
Georgia
$121M -$3.37M -3% 4.37% 88.5% 26 23.08%
RCM
5922
Ravenstone Capital Management
$120M -$6.88M -5% 5.27% 63% 36 8.33%
IDBONY
5923
Israel Discount Bank of New York
New York
$120M -$5.25M -4% 3.27% 37.3% 86 1.16%
CWM
5924
Cadence Wealth Management
Massachusetts
$120M +$17.1M +17% 6.36% 56.4% 44 18.18%
GITFIT
5925
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$120M +$5.46M +5% 4.55% 105% 134 13.43%