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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
OM
6076
OV Management
Minnesota
$143M +$5.21M +4% 6.04% 65 12.31%
ALWM
6077
Andrews Lucia Wealth Management
California
$143M +$2.68M +2% 0.57% 59.7% 27 0%
MWM
6078
Melfa Wealth Management
Massachusetts
$143M +$4.55M +3% 2.27% 42.9% 202 4.95%
CWM
6079
Cadence Wealth Management
Massachusetts
$143M +$45.8M +47% 4.32% 63.6% 50 22%
DIS
6080
Diversified Investment Strategies
Louisiana
$143M -$5.54M -4% 0.13% 86% 51 7.84%
PCM
6081
Presidio Capital Management
California
$143M +$5.9M +4% 0.37% 56.1% 68 39.71%
NCM
6082
Northland Capital Management
Minnesota
$143M -$10.8K -0% 0.33% 36.1% 32 9.38%
LC
6083
Lakehouse Capital
Australia
$143M +$14.2M +11% 7.72% 47.2% 15 6.67%
CI
6084
Carroll Investors
South Carolina
$143M +$9.89M +7% 10.9% 173% 26 23.08%
DCI
6085
Data Collective IV
California
$143M +$27.4M +24% 24.2% 251% 6 16.67%
BCM
6086
BluePath Capital Management
Georgia
$143M +$10.1M +8% 2.74% 101% 125 16.8%
EAM
6087
Exane Asset Management
France
$143M +$13M +10% 6.64% 77.5% 21 52.38%
CA
6088
Carson Advisory
Georgia
$143M +$354K +0.2% 1.28% 57.9% 181 12.71%
CTFG
6089
Capstone Triton Financial Group
Oklahoma
$143M +$1.65M +1% 4.9% 104 12.5%
PS
6090
Pennant Select
New Jersey
$142M +$9.52M +7% 12.3% 11 18.18%
SFG
6091
SVB Financial Group
Texas
$142M -$38.9M -21% 15% 13 15.38%
SWMG
6092
Sard Wealth Management Group
Georgia
$142M +$31.8M +29% 0.13% 49 24.49%
JCFM
6093
JBR Co Financial Management
Oklahoma
$142M +$17.1M +14% 8.49% 106 13.21%
EA
6094
Echo45 Advisors
California
$142M +$3.37M +2% 1.14% 49.9% 53 22.64%
MSAGDF
6095
Moneda SA Administradora General de Fondos
Chile
$142M -$35.8M -20% 3.32% 31.4% 26 3.85%
APS
6096
American Planning Services
Florida
$142M +$3.65M +3% 4.08% 23.8% 54 12.96%
FA
6097
FF Advisors
California
$142M -$2.54M -2% 1.28% 92 10.87%
WAG
6098
Wheelhouse Advisory Group
Missouri
$142M +$11.8M +9% 3.37% 42 16.67%
AC
6099
Avory & Company
Florida
$142M -$4.85M -3% 2.89% 61.6% 29 3.45%
RCM
6100
Rain Capital Management
Oregon
$142M -$7.19M -5% 2.63% 18.2% 97 4.12%