Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
OGF
5101
Orin Green Financial
California
$236M +$24.1M +11% 7.42% 41.3% 81
WFS
5102
Weitzel Financial Services
Iowa
$236M +$26.5M +13% 6.28% 31.7% 49
HRC
5103
Hoertkorn Richard Charles
$236M +$20M +9% 13.1% 92.1% 80
OPL
5104
Orland Properties Ltd
British Virgin Islands
$236M +$153M +185% 13.8% 8
WCM
5105
Westerly Capital Management
California
$236M +$27.2M +13% 10.2% 53.5% 46
SCMS
5106
Serenity Capital Management (Singapore)
Singapore
$236M +$68.6M +41% 5.85% 8
CPM
5107
Crescent Park Management
California
$236M +$36.2M +18% 17.9% 123% 38
MVP
5108
Miller Value Partners
Florida
$236M +$16.2M +7% 1.69% 93.7% 34
VP
5109
Verisail Partners
Georgia
$236M +$18.6M +9% 6.82% 35
SSWM
5110
Strait & Sound Wealth Management
California
$235M +$20.4M +9% 11.3% 152
KIG
5111
Kennedy Investment Group
New Jersey
$235M +$20M +9% 11.6% 139
DJC
5112
Daily Journal Corp
California
$235M +$19.6M +9% 9.79% 79.3% 4
NWWA
5113
New Wave Wealth Advisors
Arkansas
$235M +$12.1M +5% 12.3% 163
FIA
5114
FNY Investment Advisers
New York
$235M +$71.5M +44% 28.6% 179% 1,213
MFC
5115
Mechanics Financial Corp
Ohio
$235M +$14.8M +7% 7.73% 50.8% 246
FPW
5116
Flagship Private Wealth
Massachusetts
$235M +$25.2M +12% 8.25% 51.3% 109
OL
5117
Owen LaRue
Kentucky
$235M +$34.4M +17% 16.4% 115
PFG
5118
Prosperity Financial Group
California
$235M +$34.3M +17% 15.7% 179
SHA
5119
Seneca House Advisors
Virginia
$235M +$377K +0.2% 7.18% 44.5% 92
TPCM
5120
Two Point Capital Management
New York
$235M 11.2% 25
LWMNY
5121
Landmark Wealth Management (New York)
New York
$235M +$8.16M +4% 5.05% 23.7% 87
CWA
5122
Crux Wealth Advisors
California
$235M +$42.7M +22% 10.6% 183
SLA
5123
Silver Lake Advisory
Utah
$235M +$5.62M +2% 3.46% 46.4% 105
BPCM
5124
Beach Point Capital Management
California
$235M -$46.6M -17% 17.8% 51% 20
MAS
5125
Madden Advisory Services
Florida
$235M +$20.1M +9% 7.74% 46.3% 101