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
LODC
5476
Lanham O'Dell & Company
West Virginia
$178M -$19.5M -10% 30
FCCM
5477
First City Capital Management
Georgia
$178M -$2.55M -1% 172
SWP
5478
Significant Wealth Partners
Illinois
$178M +$25.6M +17% 163
EWA
5479
Etesian Wealth Advisors
Oregon
$178M +$3.61M +2% 118
ORC
5480
O'Rourke & Company
Massachusetts
$178M +$5.42M +3% 146
DFG
5481
Delphi Financial Group
Delaware
$178M +$23M +15% 24
WF
5482
Wayfinding Financial
Washington
$178M +$6.71M +4% 131
EW
5483
Element Wealth
Mississippi
$178M +$6.73M +4% 294
BWM
5484
Birchcreek Wealth Management
Ohio
$178M -$12.6M -7% 176
HP
5485
Holowesko Partners
Bahamas
$177M -$67.1M -27% 26
CWM
5486
CCG Wealth Management
California
$177M +$11.3M +7% 76
TWM
5487
Trueblood Wealth Management
Ohio
$177M +$2.57M +1% 229
WAM
5488
WFA Asset Management
Wisconsin
$177M -$14.2M -7% 244
PPA
5489
Painted Porch Advisors
California
$177M +$13.4M +8% 403
PPWM
5490
Paragon Private Wealth Management
Kentucky
$177M +$8.9M +5% 162
FWP
5491
Firethorn Wealth Partners
Georgia
$177M +$7.19M +4% 155
COA
5492
Crown Oak Advisors
California
$177M -$4.68M -3% 22
CP
5493
Camelot Portfolios
Ohio
$177M +$74.4M +73% 600
1CM
5494
1492 Capital Management
Wisconsin
$177M -$2.96M -2% 111
UMC
5495
UNC Management Company
North Carolina
$177M +$54.6M +45% 3
WQ
5496
Wealth Quarterback
New Jersey
$176M -$2.6M -1% 134
TC
5497
TAGStone Capital
North Carolina
$176M +$5.59M +3% 92
FFO
5498
Fortitude Family Office
Arizona
$176M +$27.7M +19% 1,085
SIMC
5499
Squire Investment Management Company
Utah
$176M +$17.6M +11% 55
IAIM
5500
Industrial Alliance Investment Management
Quebec, Canada
$176M +$37.4M +27% 15