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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
OFO
6551
OneAscent Family Office
Alabama
$198M +$55M +38% 18.5% 271 40.59%
FFA
6552
Frazier Financial Advisors
Ohio
$198M +$17.4M +10% 14.5% 859 30.62%
PCMM
6553
Piedmont Capital Management (Montana)
Montana
$198M +$1.4M +0.7% 14.3% 94% 60 20%
S
6554
Steadtrust
Texas
$198M +$21.4M +12% 28.7% 140 17.86%
CW
6555
Cornerstone Wealth
Tennessee
$198M +$20M +11% 9.47% 107 14.95%
ACM
6556
Alamar Capital Management
California
$198M +$34M +21% 55.7% 91 10.99%
DAM
6557
Draper Asset Management
New York
$198M +$21.8M +12% 13.9% 153% 26 34.62%
VWWMG
6558
Vermillion & White Wealth Management Group
Pennsylvania
$198M +$24.1M +14% 11.5% 71 11.27%
IW
6559
Instrumental Wealth
Florida
$198M +$34.8M +21% 16.1% 34.2% 94 27.66%
PFS
6560
Prospect Financial Services
New York
$197M +$33.6M +21% 17.3% 119 15.97%
PNC
6561
Point Nemo Capital
Texas
$197M +$45.6M +30% 17.6% 210 67.62%
LC
6562
LRZ Capital
Florida
$197M -$2.42M -1% 8.37% 18 11.11%
JHA
6563
Jackson Hill Advisors
Texas
$197M +$3.95M +2% 3.04% 61.2% 14 14.29%
AIA
6564
Affinity Investment Advisors
California
$197M +$37.3M +23% 40.4% 189% 162 29.01%
OAS
6565
Optivise Advisory Services
Tennessee
$197M +$31.8M +19% 15.5% 243 30.86%
UFPG
6566
United Financial Planning Group
New York
$197M +$27.8M +16% 12.2% 546 30.22%
HVCM
6567
HG Vora Capital Management
New York
$197M +$6.02M +3% 27.8% 42.6% 7 28.57%
BAM
6568
Bullseye Asset Management
Colorado
$197M +$24M +14% 24% 81% 61 11.48%
TM
6569
Torren Management
California
$197M -$4.15M -2% 13.7% 987 4.36%
RM
6570
Radcliff Management
New York
$197M -$23.2M -11% 10.6% 47.6% 1 0%
RCM
6571
Rings Capital Management
Illinois
$197M +$10.4M +6% 6.97% 40.9% 7 0%
RF
6572
Rubicon Founders
Tennessee
$196M +$58.8M +43% 114% 3 0%
GWM
6573
Global Wealth Management
New Jersey
$196M +$12.9M +7% 8.59% 49 14.29%
VCM
6574
Viewpoint Capital Management
Washington
$196M -$17.7M -8% 18.2% 120% 140 17.86%
BGWM
6575
Bridge Generations Wealth Management
Florida
$196M +$21.8M +12% 7.31% 35 11.43%