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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
5901
Old North State Wealth Management
North Carolina
$153M +$17.8M +13% 9.59% 76.7% 94 18.09%
WAM
5902
Werlinich Asset Management
Connecticut
$153M +$21.1M +16% 19.7% 215% 61 9.84%
ICM
5903
Indaba Capital Management
California
$153M -$21M -12% 0.47% 66.7% 9 22.22%
IWS
5904
Integrity Wealth Solutions
Colorado
$153M +$8.63M +6% 6.78% 107 16.82%
SVBP
5905
Strategic Value Bank Partners
Ohio
$153M -$51.8M -25% 4.28% 58.2% 25 16%
DSN
5906
D. Scott Neal
Kentucky
$153M +$40.7M +36% 11.2% 105% 64 12.5%
TCFP
5907
Treasure Coast Financial Planning
Florida
$153M +$9.55M +7% 3.89% 26.9% 34 11.76%
PCP
5908
Pacific Capital Partners
$153M +$20.2M +15% 11.9% 60 10%
DC
5909
Darrow Company
Massachusetts
$153M +$22.6M +17% 5.26% 30.6% 48 27.08%
AAMC
5910
Asset Allocation & Management Company
Illinois
$153M +$3.33M +2% 7.63% 53.8% 52 11.54%
EFMH
5911
E Fund Management (HK)
Hong Kong
$153M -$34.1M -18% 6.86% 163% 94 53.19%
HWM
5912
Horizons Wealth Management
North Carolina
$153M $0 0% 2.83% 23% 182 0%
HHWM
5913
Hiley Hunt Wealth Management
Nebraska
$153M +$17.4M +13% 5.66% 37 5.41%
MPIM
5914
McGinn Penninger Investment Management
Virginia
$153M +$14.9M +11% 8.54% 51.9% 25 0%
BB
5915
Burford Brothers
Texas
$152M +$10.9M +8% 8.89% 157 9.55%
SWP
5916
Significant Wealth Partners
Illinois
$152M +$15M +11% 4.3% 207 57%
LFA
5917
Lauterbach Financial Advisors
Texas
$152M +$8.83M +6% 8.51% 71.2% 69 7.25%
OR
5918
Olympiad Research
Connecticut
$152M +$25.2M +20% 4.99% 189% 502 69.12%
OPPS
5919
Obsidian Personal Planning Solutions
Maryland
$152M +$20.9M +16% 5.41% 58.2% 105 28.57%
OCM
5920
Orleans Capital Management
Louisiana
$152M +$3.42M +2% 8.65% 67.9% 86 18.6%
PGF
5921
Plan Group Financial
Oklahoma
$152M +$38.3M +34% 5.96% 47.2% 98 31.63%
FWM
5922
Finer Wealth Management
Massachusetts
$152M +$18M +13% 15.3% 117% 83 12.05%
WB
5923
West Bancorporation
Iowa
$152M -$2.76M -2% 6.33% 64.4% 110 20%
CA
5924
Corrado Advisors
New Jersey
$152M +$29.9M +24% 5.2% 45.6% 108 29.63%
4FG
5925
4Thought Financial Group
New York
$152M +$13.7M +10% 4.63% 37.6% 114 5.26%