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
CHA
5476
Cooper/Haims Advisors
New York
$178M +$6.26M +4% 85
LODC
5477
Lanham O'Dell & Company
West Virginia
$178M -$19.5M -10% 30
FCCM
5478
First City Capital Management
Georgia
$178M -$2.55M -1% 172
SWP
5479
Significant Wealth Partners
Illinois
$178M +$25.6M +17% 163
EWA
5480
Etesian Wealth Advisors
Oregon
$178M +$3.61M +2% 118
ORC
5481
O'Rourke & Company
Massachusetts
$178M +$5.42M +3% 146
DFG
5482
Delphi Financial Group
Delaware
$178M +$23M +15% 24
WF
5483
Wayfinding Financial
Washington
$178M +$6.71M +4% 131
EW
5484
Element Wealth
Mississippi
$178M +$6.73M +4% 294
BWM
5485
Birchcreek Wealth Management
Ohio
$178M -$12.6M -7% 176
HP
5486
Holowesko Partners
Bahamas
$177M -$67.1M -27% 26
CWM
5487
CCG Wealth Management
California
$177M +$11.3M +7% 76
TWM
5488
Trueblood Wealth Management
Ohio
$177M +$2.57M +1% 229
WAM
5489
WFA Asset Management
Wisconsin
$177M -$14.2M -7% 244
PPA
5490
Painted Porch Advisors
California
$177M +$13.4M +8% 403
PPWM
5491
Paragon Private Wealth Management
Kentucky
$177M +$8.9M +5% 162
FWP
5492
Firethorn Wealth Partners
Georgia
$177M +$7.19M +4% 155
COA
5493
Crown Oak Advisors
California
$177M -$4.68M -3% 22
CP
5494
Camelot Portfolios
Ohio
$177M +$74.4M +73% 600
1CM
5495
1492 Capital Management
Wisconsin
$177M -$2.96M -2% 111
UMC
5496
UNC Management Company
North Carolina
$177M +$54.6M +45% 3
WQ
5497
Wealth Quarterback
New Jersey
$176M -$2.6M -1% 134
TC
5498
TAGStone Capital
North Carolina
$176M +$5.59M +3% 92
FFO
5499
Fortitude Family Office
Arizona
$176M +$27.7M +19% 1,085
SIMC
5500
Squire Investment Management Company
Utah
$176M +$17.6M +11% 55