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
ORC
5451
O'Rourke & Company
Massachusetts
$150M 119
RDFA
5452
Ritter Daniher Financial Advisory
Ohio
$150M +$13.3M +10% 260
LI
5453
Latigo Investments
Florida
$150M 16
PWM
5454
Peterson Wealth Management
Nevada
$150M +$20.7M +16% 61
CCM
5455
Clearfield Capital Management
New York
$149M +$58.9M +65% 7
HLCM
5456
Hickory Lane Capital Management
New York
$149M +$11.7M +9% 37
WA
5457
WESPAC Advisors
California
$149M -$12.8M -8% 191
CCM
5458
Courage Capital Management
Tennessee
$149M -$35.9M -19% 42
AC
5459
Apogem Capital
New York
$149M -$4.8M -3% 213
SC
5460
Samjo Capital
New York
$149M +$13M +10% 20
FCOMV
5461
Foresite Capital Opportunity Management V
California
$149M 9
CCM
5462
Colorado Capital Management
Colorado
$149M +$7.5M +5% 80
CWM
5463
Chicago Wealth Management
Illinois
$149M +$12M +9% 47
M1FG
5464
Mach-1 Financial Group
Arkansas
$149M +$17.4M +13% 322
RPG
5465
Resource Planning Group
Georgia
$149M -$10.1M -6% 90
VMV
5466
Venrock Management VI
California
$149M +$3.14M +2% 2
AS
5467
American Securities
New York
$149M -$49.7M -25% 1
SAM
5468
Satovsky Asset Management
New York
$149M +$15M +11% 33
CCP
5469
Cassia Capital Partners
North Carolina
$149M +$3.52M +2% 151
VIM
5470
VELA Investment Management
Ohio
$149M 114
CG
5471
Clarus Group
Texas
$149M +$3.86M +3% 111
CFSG
5472
Clark Financial Services Group
Missouri
$149M +$18.8M +14% 71
MWA
5473
Miller Wealth Advisors
Colorado
$149M 97
SNBOSD
5474
Security National Bank of So Dak
Iowa
$149M +$17.8M +14% 107
AIFAIM
5475
American Institute for Advanced Investment Management
Arizona
$148M +$7.38M +5% 133