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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 Avg Holding
Period (Yrs)
CP
6201
Castleview Partners
Texas
$111M -$1.84M -2% 5.3% 61.3% 746 18.1% 1.5
WBCM
6202
Wilson & Boucher Capital Management
California
$111M +$6.92M +7% 5.68% 69.8% 112 8.04% 1.2
PMAM
6203
Penn Mutual Asset Management
Pennsylvania
$111M +$5.52M +5% 1.98% 28.7% 77 33.77% 1
GA
6204
GraniteShares Advisors
New York
$111M -$2.32M -2% 8.28% 86.2% 125 20% 0.9
OWP
6205
Old Well Partners
North Carolina
$111M -$23.3M -17% 0.54% 97.8% 36 19.44% 1.6
CAM
6206
Chesapeake Asset Management
New York
$111M +$1.51M +1% 10.6% 153% 495 26.26% 0.9
MF
6207
Meridian Financial
Massachusetts
$111M +$7.92M +8% 4.89% 58.5% 101 5.94% 1.2
QHA
6208
Quarry Hill Advisors
Minnesota
$111M +$4.48M +4% 3.59% 62.5% 40 7.5% 0.5
MCM
6209
Magnolia Capital Management
New York
$111M +$4.37M +4% 7.51% 85.9% 140 7.86% 1.8
UMC
6210
UNC Management Company
North Carolina
$111M -$55.2M -33% 4.03% 92% 2 50% 0.8
TGI
6211
TRV GP IV
Massachusetts
$111M -$29.2M -21% 19.3% 1,102% 3 0% 2.8
MFG
6212
Marmo Financial Group
Tennessee
$111M +$5.54M +5% 6.71% 47.5% 19 10.53% 0.4
FA
6213
Fermata Advisors
California
$111M -$55M -33% 0.99% 58.3% 117 54.7% 1.3
MAP
6214
Milestone Advisory Partners
North Carolina
$110M +$2.08M +2% 4.02% 19.7% 72 15.28% 2.8
FA
6215
Financial Alternatives
California
$110M +$6.1M +6% 3.73% 50.2% 79 7.59% 0.5
DJFS
6216
Dean Jacobson Financial Services
Texas
$110M +$3.68M +3% 3.58% 55.7% 14 42.86% 0.6
LODC
6217
Lanham O'Dell & Company
West Virginia
$110M +$19.4M +21% 9.61% 81% 20 25% 1.1
KA
6218
Kearns & Associates
California
$110M +$9.87M +10% 7.28% 78.7% 43 2.33% 0.8
RTC
6219
Riverview Trust Company
Washington
$110M +$1.54M +1% 7.66% 87.6% 774 21.71% 1.8
WAM
6220
WealthTrust Asset Management
Florida
$110M +$5.15M +5% 5.27% 97.9% 84 28.57% 1.2
TC
6221
Tsai Capital
New York
$110M +$15.2M +16% 16.3% 29.2% 25 16% 1.3
EL
6222
EMFO LLC
Florida
$110M +$4.2M +4% 10.6% 25.8% 317 5.99% 1.7
EFG
6223
Erickson Financial Group
Pennsylvania
$110M +$9.4M +9% 7% 63.3% 24 4.17% 1.2
CZI
6224
Chan Zuckerberg Initiative
California
$110M -$200M -64% 1.81% 59% 6 66.67% 0.3
Vanguard Capital Wealth Advisors
6225
Vanguard Capital Wealth Advisors
Colorado
$110M +$9.81M +10% 11.4% 225% 150 24% 2.4