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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
TP
6301
Teca Partners
Texas
$143M -$750K -0.5% 13.9% 86.3% 13 38.46%
OPW
6302
Osprey Private Wealth
New York
$143M 8.68% 49
CIM
6303
Caldwell Investment Management
Ontario, Canada
$143M +$9.72M +7% 13.7% 178% 39 33.33%
WFL
6304
Wealth Forward LLC
North Dakota
$143M +$14.6M +11% 6.69% 32 3.13%
CAM
6305
Clio Asset Management
Virginia
$142M +$14.4M +11% 10.9% 70% 14 14.29%
SCM
6306
Solas Capital Management
Connecticut
$142M -$40.5M -22% 1.16% 41.5% 23 34.78%
OIM
6307
Opus Investment Management
Massachusetts
$142M -$12.5M -8% 9.79% 44.3% 38 21.05%
VWA
6308
VERITY Wealth Advisors
United States
$142M +$8.73M +7% 6.1% 59.9% 76 6.58%
EC
6309
EdgeRock Capital
Colorado
$142M +$13M +10% 4.45% 71.3% 299 81.61%
CCM
6310
Crabel Capital Management
California
$142M +$60.7M +75% 4.64% 22.7% 49 28.57%
FA
6311
Financial Alternatives
California
$142M +$9.07M +7% 7.08% 42.6% 85 3.53%
LAIC
6312
Lederer & Associates Investment Counsel
California
$142M +$3.9M +3% 6.86% 75.5% 88 9.09%
LC
6313
Lakehouse Capital
Australia
$142M -$623K -0.4% 9.17% 47.2% 14 7.14%
ZRP
6314
Zynergy Retirement Planning
New Jersey
$142M +$11.3M +9% 6.9% 129 17.05%
PS
6315
Pennant Select
New Jersey
$142M -$588K -0.4% 11.6% 10 0%
GWMI
6316
Guardian Wealth Management (Illinois)
Illinois
$142M +$11.1M +8% 8.5% 103% 247 6.07%
MMRF
6317
Michelson Medical Research Foundation
California
$142M +$25.5M +22% 7.39% 37.3% 29 17.24%
UWM
6318
Udine Wealth Management
Florida
$142M -$1.82M -1% 4.12% 127% 30 26.67%
MC
6319
Muzinich & Co
New York
$142M +$10.8M +8% 2.93% 9.67% 58 36.21%
PWM
6320
Partnership Wealth Management
Maryland
$142M +$6.17M +5% 6.06% 223 21.52%
FF
6321
Farrell Financial
New York
$142M +$13.2M +10% 6.14% 71 11.27%
SGEFP
6322
SIG Growth Equity Funds Partnership
Delaware
$142M +$37.4M +36% 35.9% 1 0%
RCWM
6323
Royal Capital Wealth Management
Indiana
$142M +$8.76M +7% 6.36% 75.9% 99 13.13%
SCM
6324
Sheridan Capital Management
California
$142M +$6.98M +5% 4.85% 27 11.11%
PA
6325
Promethium Advisors
Maryland
$142M 8.87% 133