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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)
PWA
6526
Primoris Wealth Advisors
Florida
$82.8M -$8.45M -9% 4.58% 182% 78 23.08% 1.2
DWA
6527
Delos Wealth Advisors
Texas
$82.6M +$4.2M +5% 2.4% 58% 386 3.63% 1.5
PWM
6528
Pinnacle Wealth Management
California
$82.4M -$16.7M -17% 1.65% 194% 53 41.51% 0.8
BCP
6529
Bluegrass Capital Partners
Florida
$82.4M -$10.3M -11% 3.23% 60.1% 12 8.33% 1.9
Michael & Susan Dell Foundation
6530
Michael & Susan Dell Foundation
New York
$82.4M -$4.64M -5% 5.33% 238% 2 0% 3.1
BCM
6531
Barrier Capital Management
California
$82.4M -$13.2M -14% 5.09% 216% 19 42.11% 0.5
OC
6532
One01 Capital
California
$82.3M -$10.2M -11% 0.62% 123% 25 52% 0.3
TA
6533
TFB Advisors
Kansas
$82.3M -$147M -64% 1.45% 80.4% 241 60.58% 0.5
CWM
6534
ClientFirst Wealth Management
Arkansas
$82.3M -$1.81M -2% 0.91% – 34 11.76% 1.3
TWS
6535
Thomas W. Smith
$82M -$4.51M -5% 4.21% – 6 0% 7.8
GEH
6536
General Equity Holdings
New York
$81.9M +$14.4M +21% 44.7% 775% 6 0% 2.3
FDC
6537
Flight Deck Capital
California
$81.9M -$30.8M -27% 1.09% 379% 18 50% 0.8
FWM
6538
Fingerlakes Wealth Management
New York
$81.8M -$5.52M -6% 4.6% 80.2% 86 5.81% 1.6
NCPI
6539
NewView Capital Partners I
California
$81.8M -$32.1M -28% 25.6% 20.8% 3 0% 1.6
SIM
6540
Strategic Investment Management
Virginia
$81.7M -$9.86M -11% 0.27% 53.3% 11 0% 5.5
SVGI
6541
Sozo Ventures GP II
California
$81.5M +$3.83M +5% 4.93% 8.44% 1 0% 1.8
BAG
6542
Bridgewealth Advisory Group
California
$81.4M +$19.9M +32% 1.06% 39.1% 68 22.06% 0.6
ACM
6543
Alethea Capital Management
Washington
$81.4M -$12.1M -13% 7.12% 275% 70 54.29% 3.5
JAM
6544
JLP Asset Management
New York
$81.4M -$9M -10% 7.85% 16.1% 22 9.09% 2.3
CPI
6545
Crestview Partners IV
New York
$81.3M +$5.68M +8% 7.52% 106% 2 0% 1.1
KIA
6546
Kraematon Investment Advisors
Massachusetts
$81.2M -$9.77M -11% 4.34% 80.5% 87 12.64% 1.5
FCG
6547
Financial Connections Group
California
$81.1M -$71.4M -47% 3.51% 44.4% 254 47.64% 1.4
LG
6548
Lane Generational
Massachusetts
$81M +$11.2M +16% 1.79% 148% 35 14.29% 1.3
MAG
6549
Millrace Asset Group
Pennsylvania
$81M -$14.5M -15% 7.43% 113% 78 60.26% 0.9
TDC
6550
Thompson Davis & Co
Virginia
$80.9M -$7.45M -8% 4.05% 188% 143 35.66% 2.4