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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
CWR
6351
Chico Wealth RIA
California
$83.6M -$309K -0.4% 3.89% 55.6% 30 30%
UOMF
6352
University of Maryland Foundation
Maryland
$83.6M -$14M -14% 3.57% 38.1% 6 0%
MCM
6353
Moon Capital Management
New York
$82.9M -$4.92M -6% 3.55% 95.6% 14 42.86%
ERM
6354
Elm Ridge Management
New York
$82.8M +$786K +1% 3.6% 93.6% 26 15.38%
PWA
6355
Primoris Wealth Advisors
Florida
$82.8M -$8.45M -9% 4.58% 101% 78 23.08%
DWA
6356
Delos Wealth Advisors
Texas
$82.6M +$4.2M +5% 2.4% 46.2% 386 3.63%
PWM
6357
Pinnacle Wealth Management
California
$82.4M -$16.7M -17% 1.65% 194% 53 41.51%
BCP
6358
Bluegrass Capital Partners
Florida
$82.4M -$10.3M -11% 3.23% 56.2% 12 8.33%
MSDF
6359
Michael & Susan Dell Foundation
New York
$82.4M -$4.64M -5% 5.33% 120% 2 0%
BCM
6360
Barrier Capital Management
California
$82.4M -$13.2M -14% 5.09% 151% 19 42.11%
OC
6361
One01 Capital
California
$82.3M -$10.2M -11% 0.62% 123% 25 52%
CWM
6362
ClientFirst Wealth Management
Arkansas
$82.3M -$1.81M -2% 0.91% 34 11.76%
TWS
6363
Thomas W. Smith
$82M -$4.51M -5% 4.21% 6 0%
GEH
6364
General Equity Holdings
New York
$81.9M +$14.4M +21% 44.7% 1,293% 6 0%
FDC
6365
Flight Deck Capital
California
$81.9M -$30.8M -27% 1.09% 274% 18 50%
FWM
6366
Fingerlakes Wealth Management
New York
$81.8M -$5.52M -6% 4.6% 80.2% 86 5.81%
NCPI
6367
NewView Capital Partners I
California
$81.8M -$32.1M -28% 25.6% 20.8% 3 0%
SIM
6368
Strategic Investment Management
Virginia
$81.7M -$9.86M -11% 0.27% 53.3% 11 0%
SVGI
6369
Sozo Ventures GP II
California
$81.5M +$3.83M +5% 4.93% 38% 1 0%
BAG
6370
Bridgewealth Advisory Group
California
$81.4M +$19.9M +32% 1.06% 35.8% 68 22.06%
ACM
6371
Alethea Capital Management
Washington
$81.4M -$12.1M -13% 7.12% 200% 70 54.29%
JAM
6372
JLP Asset Management
New York
$81.4M -$9M -10% 7.85% 16.1% 22 9.09%
CPI
6373
Crestview Partners IV
New York
$81.3M +$5.68M +8% 7.52% 48.2% 2 0%
KIA
6374
Kraematon Investment Advisors
Massachusetts
$81.2M -$9.77M -11% 4.34% 80.5% 87 12.64%
FCG
6375
Financial Connections Group
California
$81.1M -$71.4M -47% 3.51% 44.4% 254 47.64%