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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
OCM
6501
Orser Capital Management
Texas
$202M +$48.6M +32% 18.5% 122% 69 39.13%
HIA
6502
Harvest Investment Advisors
Florida
$202M +$21.8M +12% 14.7% 78.3% 60 6.67%
AF
6503
Align Financial
Minnesota
$202M +$25.6M +15% 13.7% 376 5.05%
SC
6504
Scratch Capital
Idaho
$201M +$26.9M +15% 11.5% 46 6.52%
SCM
6505
Sandler Capital Management
New York
$201M +$8.31M +4% 30.2% 325% 176 60.23%
NIMC
6506
Nierenberg Investment Management Company
Washington
$201M -$41.7K -0% 1.59% 135% 49 34.69%
WLG
6507
Williamson Legacy Group
Indiana
$201M +$68M +51% 79.2% 106 52.83%
LG
6508
LAM Group
Oregon
$201M +$19.4M +11% 9.8% 54.3% 138 2.17%
BFS
6509
Beacon Financial Strategies
North Carolina
$201M +$25M +14% 11.3% 50.4% 213 18.78%
TWCA
6510
Two West Capital Advisors
Kansas
$201M +$12.4M +7% 9.85% 110 20.91%
CBT
6511
CoreFirst Bank & Trust
Kansas
$201M +$12.5M +7% 10.3% 61.4% 292 5.14%
ES
6512
Element Squared
Minnesota
$201M +$23.7M +13% 15.5% 60 48.33%
DAC
6513
Dutch Asset Corp
New York
$201M +$52.2M +35% 37.8% 119 23.53%
VP
6514
Vitruvian Partners
United Kingdom
$201M +$89.1M +80% 38% 64.3% 8 12.5%
MC
6515
Marest Capital
California
$201M +$28M +16% 12% 37 40.54%
PWA
6516
Principia Wealth Advisory
Texas
$201M +$24.3M +14% 9.83% 1,099 7.83%
VWMG
6517
Virginia Wealth Management Group
Virginia
$201M +$14M +7% 4.25% 42.1% 58 10.34%
WFL
6518
Wealth Forward LLC
North Dakota
$201M +$23.6M +13% 10.3% 51 19.61%
GMFG
6519
Greater Midwest Financial Group
Minnesota
$201M +$14.5M +8% 42.7% 70 14.29%
CV
6520
Counterweight Ventures
North Carolina
$201M +$22.4M +13% 19% 81 1.23%
JHWEPV
6521
J. H. Whitney Equity Partners VI
Connecticut
$201M -$126M -39% 0.34% 1 0%
CPP
6522
Capasso Planning Partners
South Carolina
$201M +$15.2M +8% 10.7% 51.6% 86 15.12%
MSRI
6523
Michael S. Ryan Inc
New York
$200M +$28.6M +17% 15.6% 60.4% 61 16.39%
FFG
6524
Fortress Financial Group
Minnesota
$200M +$65.1M +48% 14.7% 93 21.51%
SC
6525
Scholtz & Company
Connecticut
$200M +$4.83M +2% 15.8% 89.2% 60 38.33%