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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
OWP
6201
Old Well Partners
North Carolina
$111M -$23.3M -17% 0.54% 97.8% 36 19.44%
CAM
6202
Chesapeake Asset Management
New York
$111M +$1.51M +1% 10.6% 153% 495 26.26%
MF
6203
Meridian Financial
Massachusetts
$111M +$7.92M +8% 4.89% 52.8% 101 5.94%
QHA
6204
Quarry Hill Advisors
Minnesota
$111M +$4.48M +4% 3.59% 62.5% 40 7.5%
MCM
6205
Magnolia Capital Management
New York
$111M +$4.37M +4% 7.51% 77.6% 140 7.86%
UMC
6206
UNC Management Company
North Carolina
$111M -$55.2M -33% 4.03% 92% 2 50%
TGI
6207
TRV GP IV
Massachusetts
$111M -$29.2M -21% 19.3% 1,102% 3 0%
MFG
6208
Marmo Financial Group
Tennessee
$111M +$5.54M +5% 6.71% 47.5% 19 10.53%
FA
6209
Fermata Advisors
California
$111M -$55M -33% 0.99% 49.3% 117 54.7%
MAP
6210
Milestone Advisory Partners
North Carolina
$110M +$2.08M +2% 4.02% 19.7% 72 15.28%
FA
6211
Financial Alternatives
California
$110M +$6.1M +6% 3.73% 50.2% 79 7.59%
DJFS
6212
Dean Jacobson Financial Services
Texas
$110M +$3.68M +3% 3.58% 55.7% 14 42.86%
LODC
6213
Lanham O'Dell & Company
West Virginia
$110M +$19.4M +21% 9.61% 81% 20 25%
KA
6214
Kearns & Associates
California
$110M +$9.87M +10% 7.28% 69.4% 43 2.33%
RTC
6215
Riverview Trust Company
Washington
$110M +$1.54M +1% 7.66% 87.6% 774 21.71%
WAM
6216
WealthTrust Asset Management
Florida
$110M +$5.15M +5% 5.27% 97.9% 84 28.57%
TC
6217
Tsai Capital
New York
$110M +$15.2M +16% 16.3% 29.2% 25 16%
EL
6218
EMFO LLC
Florida
$110M +$4.2M +4% 10.6% 25.8% 317 5.99%
EFG
6219
Erickson Financial Group
Pennsylvania
$110M +$9.4M +9% 7% 63.3% 24 4.17%
CZI
6220
Chan Zuckerberg Initiative
California
$110M -$200M -64% 1.81% 59% 6 66.67%
Vanguard Capital Wealth Advisors
6221
Vanguard Capital Wealth Advisors
Colorado
$110M +$9.81M +10% 11.4% 225% 150 24%
UI
6222
Unconventional Investor
New Hampshire
$110M +$5.41M +5% 5.73% 62.7% 34 8.82%
KWA
6223
Kellett Wealth Advisors
Ohio
$110M +$6.11M +6% 3.63% 68.1% 63 20.63%
VP
6224
Verum Partners
North Carolina
$110M +$16.4M +18% 4.63% 53.9% 108 43.52%
A
6225
Atomvest
Hong Kong
$110M -$2.37M -2% 22.6% 90% 5 40%