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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)
Carson Advisory
6351
Carson Advisory
Georgia
$101M +$1.83M +2% 0.08% 68.6% 146 16.44% 0.2
DB Fitzpatrick & Co
6352
DB Fitzpatrick & Co
Idaho
$100M -$6.6M -6% 6.49% 42.7% 76 9.21% 0.2
KLK Capital Management
6353
KLK Capital Management
California
$100M -$4.63M -4% 1.96% – 57 28.07% 0.5
SBK Financial
6354
SBK Financial
Virginia
$100M -$25M -20% 5.38% – 133 47.37% 0.2
Versant Venture Management
6355
Versant Venture Management
California
$100M -$86.8M -46% 35% 409% 10 0% 3
BC
6356
Belmont Capital
California
$100M -$27.4M -21% 14.3% 182% 82 21.95% 1.4
Old North State Wealth Management
6357
Old North State Wealth Management
North Carolina
$100M +$852K +0.9% 0.18% 91.5% 63 15.87% 0.2
CWMGP
6358
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$100M -$23M -19% 1.68% 75.9% 82 20.73% 0.2
Bertram Growth Capital III
6359
Bertram Growth Capital III
California
$100M -$83.2M -45% 45.4% – 1 0% 0.3
Sinecera Capital
6360
Sinecera Capital
Texas
$100M -$3.21M -3% 2.08% 13.7% 27 3.7% 0.2
United Community Bank
6361
United Community Bank
South Carolina
$100M -$131K -0.1% 0.56% 66.2% 256 10.55% 0.2
Disciplined Equity Management
6362
Disciplined Equity Management
Florida
$100M -$3.8M -4% 1.75% 72.3% 45 17.78% 0.2
GECH
6363
Garnet Equity Capital Holdings
New York
$100M -$52M -34% 11.1% 302% 56 58.93% 0.6
Columbia Advisory Partners
6364
Columbia Advisory Partners
Washington
$100M -$617K -0.6% 4.12% 69.7% 70 48.57% 0.2
TTP Investments
6365
TTP Investments
California
$100M -$45.6M -31% 3.49% 197% 50 46% 0.8
Watershed Asset Management
6366
Watershed Asset Management
California
$100M -$11.4M -10% 5.06% – 148 33.78% 0.2
Schrum Private Wealth Management
6367
Schrum Private Wealth Management
Florida
$100M -$10.2M -9% 3.42% 60.9% 134 14.93% 0.2
Lesa Sroufe & Co
6368
Lesa Sroufe & Co
Washington
$100M -$40K -0% 9.61% – 74 4.05% 3.8
Moon Capital Management
6369
Moon Capital Management
New York
$100M -$262M -72% 1.82% 76.3% 28 64.29% 2.1
OCM
6370
Ogborne Capital Management
California
$100M -$323M -76% 0.59% 251% 14 92.86% 0.6
AOG
6371
Alpha Omega Group
Virginia
$100M -$486K -0.5% 4.92% 16.1% 34 29.41% 0.9
TM
6372
Titan Managers
Arizona
$99.5M -$12.3M -11% 1.47% 2.57% 28 75% 0.9
AFA
6373
Atlas Financial Advisors
California
$99.4M -$7.62M -7% 9.25% 5.34% 25 44% 0.1
Financial Connections Group
6374
Financial Connections Group
California
$99.4M -$2.18M -2% 5.8% 44.4% 325 13.54% 0.2
PCMN
6375
Paradigm Capital Management (Nevada)
Nevada
$99.2M -$1.4M -1% 0.56% – 53 13.21% 0.2