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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)
DFC
6351
DB Fitzpatrick & Co
Idaho
$100M -$6.6M -6% 6.49% 37.1% 76 9.21% 0.2
KCM
6352
KLK Capital Management
California
$100M -$4.63M -4% 1.96% – 57 28.07% 0.5
SF
6353
SBK Financial
Virginia
$100M -$25M -20% 5.38% – 133 47.37% 0.2
VVM
6354
Versant Venture Management
California
$100M -$86.8M -46% 35% 409% 10 0% 3
BC
6355
Belmont Capital
California
$100M -$27.4M -21% 14.3% 182% 82 21.95% 1.4
ONSWM
6356
Old North State Wealth Management
North Carolina
$100M +$852K +0.9% 0.18% 76.7% 63 15.87% 0.2
CWMGP
6357
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$100M -$23M -19% 1.68% 75.9% 82 20.73% 0.2
BGCI
6358
Bertram Growth Capital III
California
$100M -$83.2M -45% 45.4% – 1 0% 0.3
SC
6359
Sinecera Capital
Texas
$100M -$3.21M -3% 2.08% 13.7% 27 3.7% 0.2
UCB
6360
United Community Bank
South Carolina
$99.9M -$131K -0.1% 0.56% 66.2% 256 10.55% 0.2
DEM
6361
Disciplined Equity Management
Florida
$99.8M -$3.79M -4% 1.75% 72.3% 45 17.78% 0.2
GECH
6362
Garnet Equity Capital Holdings
New York
$99.7M -$52M -34% 11.1% 302% 56 58.93% 0.6
CAP
6363
Columbia Advisory Partners
Washington
$99.7M -$617K -0.6% 4.12% 69.7% 70 48.57% 0.2
TI
6364
TTP Investments
California
$99.6M -$45.6M -31% 3.49% 197% 50 46% 0.8
WAM
6365
Watershed Asset Management
California
$99.6M -$11.4M -10% 5.06% – 148 33.78% 0.2
SPWM
6366
Schrum Private Wealth Management
Florida
$99.6M -$10.2M -9% 3.42% 60.9% 134 14.93% 0.2
LSC
6367
Lesa Sroufe & Co
Washington
$99.6M -$40K -0% 9.61% – 74 4.05% 3.8
MCM
6368
Moon Capital Management
New York
$99.6M -$262M -72% 1.82% 76.3% 28 64.29% 2.1
OCM
6369
Ogborne Capital Management
California
$99.5M -$323M -76% 0.59% 251% 14 92.86% 0.6
AOG
6370
Alpha Omega Group
Virginia
$99.5M -$486K -0.5% 4.92% 16.1% 34 29.41% 0.9
TM
6371
Titan Managers
Arizona
$99.5M -$12.3M -11% 1.47% 2.57% 28 75% 0.9
AFA
6372
Atlas Financial Advisors
California
$99.4M -$7.62M -7% 9.25% 5.34% 25 44% 0.1
FCG
6373
Financial Connections Group
California
$99.4M -$2.19M -2% 5.8% 44.4% 325 13.54% 0.2
PCMN
6374
Paradigm Capital Management (Nevada)
Nevada
$99.2M -$1.4M -1% 0.56% – 53 13.21% 0.2
JGCM
6375
Joseph Group Capital Management
Ohio
$99.2M -$4.83M -5% 0.69% 58.4% 84 19.05% 0.2