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
4851
Orleans Capital Management
Louisiana
$139M +$7.94M +6% 81
FC
4852
Fusion Capital
South Carolina
$139M +$24.1M +21% 69
RCA
4853
Ranch Capital Advisors
Florida
$139M +$14.5M +12% 989
PSC
4854
Piper Sandler & Co
Minnesota
$139M +$5.33M +4% 34
SFG
4855
Sovereign Financial Group
Connecticut
$139M 137
TWP
4856
Treybourne Wealth Planners
Indiana
$139M 43
BCM
4857
Banyan Capital Management
Georgia
$139M +$18.9M +16% 20
CASB
4858
Cape Ann Savings Bank
Massachusetts
$138M 89
HCM
4859
Hall Capital Management
Rhode Island
$138M +$12.1M +10% 88
CWM
4860
Curi Wealth Management
North Carolina
$138M 538
NPP
4861
New Potomac Partners
Maryland
$138M +$12.6M +10% 129
HPCM
4862
Hein Park Capital Management
New York
$138M 7
EA
4863
Ellsworth Advisors
Ohio
$138M +$37.8M +38% 131
LB
4864
Legacy Bridge
Iowa
$138M +$28.4M +26% 296
SLWS
4865
Swaine & Leidel Wealth Services
Florida
$138M +$35.3M +34% 65
GB
4866
Goepper Burkhardt
South Carolina
$138M 59
SAM
4867
Seelaus Asset Management
New Jersey
$138M +$13.4M +11% 211
ATWA
4868
Arbor Trust Wealth Advisors
Michigan
$138M +$22.1M +19% 97
SHA
4869
Seneca House Advisors
Virginia
$138M +$11.3M +9% 78
CCM
4870
Colorado Capital Management
Colorado
$138M +$16.4M +14% 74
RMSCM
4871
R.M. Sincerbeaux Capital Management
New York
$138M +$20.4M +17% 48
PCAP
4872
Pratt Collard Advisory Partners
New York
$137M +$15.2M +12% 99
RWRC
4873
R.W. Roge & Company
New York
$137M +$7.37M +6% 38
TA
4874
Townsend & Associates
Colorado
$137M +$9.59M +8% 71
RGC
4875
Redwood Grove Capital
California
$137M 23