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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
DWA
6176
Delos Wealth Advisors
Texas
$101M -$3.59M -3% 0.96% 46.2% 466 45.71%
RI
6177
Rinkey Investments
California
$101M -$7.64M -7% 2.55% 38.4% 293 86.35%
FWM
6178
Forefront Wealth Management
Pennsylvania
$101M -$3.66M -3% 1.47% 64 37.5%
GC
6179
Gratia Capital
California
$101M +$16.1M +19% 2.26% 43% 43 39.53%
ATGP
6180
Addition Three General Partner
New York
$101M -$24.8M -20% 36.9% 1 0%
TBNY
6181
Trustco Bank (New York)
New York
$101M -$13.5M -12% 0.52% 84.3% 71 5.63%
HFW
6182
Horizon Family Wealth
Illinois
$101M +$2.74M +3% 5.63% 59.9% 64 31.25%
GWMI
6183
Guardian Wealth Management (Illinois)
Illinois
$101M -$3.2M -3% 4% 103% 243 7.41%
OFG
6184
OmniStar Financial Group
North Carolina
$101M +$2.89M +3% 0.43% 60.9% 124 16.94%
NCM
6185
Northland Capital Management
Minnesota
$101M -$16.7M -14% 4.09% 36.1% 23 39.13%
LCM
6186
Linker Capital Management
Kentucky
$101M -$3.52M -3% 1.93% 40 2.5%
CA
6187
Carson Advisory
Georgia
$101M +$1.83M +2% 0.08% 57.9% 146 16.44%
DFC
6188
DB Fitzpatrick & Co
Idaho
$100M -$6.6M -6% 6.49% 37.1% 76 9.21%
KCM
6189
KLK Capital Management
California
$100M -$4.63M -4% 1.96% 57 28.07%
SF
6190
SBK Financial
Virginia
$100M -$25M -20% 5.38% 133 47.37%
VVM
6191
Versant Venture Management
California
$100M -$86.8M -46% 35% 376% 10 0%
BC
6192
Belmont Capital
California
$100M -$27.4M -21% 14.3% 182% 82 21.95%
ONSWM
6193
Old North State Wealth Management
North Carolina
$100M +$852K +0.9% 0.18% 76.7% 63 15.87%
CWMGP
6194
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$100M -$23M -19% 1.68% 52.8% 82 20.73%
BGCI
6195
Bertram Growth Capital III
California
$100M -$83.2M -45% 45.4% 1 0%
SC
6196
Sinecera Capital
Texas
$100M -$3.21M -3% 2.08% 13.7% 27 3.7%
UCB
6197
United Community Bank
South Carolina
$99.9M -$131K -0.1% 0.56% 60% 256 10.55%
DEM
6198
Disciplined Equity Management
Florida
$99.8M -$3.79M -4% 1.75% 56.1% 45 17.78%
CAP
6199
Columbia Advisory Partners
Washington
$99.7M -$617K -0.6% 4.12% 63.7% 70 48.57%
TI
6200
TTP Investments
California
$99.6M -$45.6M -31% 3.49% 197% 50 46%