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
JC
6151
JCSD Capital
California
$101M -$487K -0.5% 67
FWM
6152
Forefront Wealth Management
Pennsylvania
$101M -$3.66M -3% 64
ATGP
6153
Addition Three General Partner
New York
$101M -$24.8M -20% 1
TBNY
6154
Trustco Bank (New York)
New York
$101M -$13.5M -12% 71
HFW
6155
Horizon Family Wealth
Illinois
$101M +$2.74M +3% 64
GWMI
6156
Guardian Wealth Management (Illinois)
Illinois
$101M -$3.2M -3% 243
OFG
6157
OmniStar Financial Group
North Carolina
$101M +$2.89M +3% 124
NCM
6158
Northland Capital Management
Minnesota
$101M -$16.7M -14% 23
LCM
6159
Linker Capital Management
Kentucky
$101M -$3.52M -3% 40
CA
6160
Carson Advisory
Georgia
$101M +$1.83M +2% 146
DFC
6161
DB Fitzpatrick & Co
Idaho
$100M -$6.6M -6% 76
KCM
6162
KLK Capital Management
California
$100M -$4.63M -4% 57
SF
6163
SBK Financial
Virginia
$100M -$25M -20% 133
VVM
6164
Versant Venture Management
California
$100M -$86.8M -46% 10
BC
6165
Belmont Capital
California
$100M -$27.4M -21% 82
ONSWM
6166
Old North State Wealth Management
North Carolina
$100M +$852K +0.9% 63
CWMGP
6167
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$100M -$23M -19% 82
BGCI
6168
Bertram Growth Capital III
California
$100M -$83.2M -45% 1
SC
6169
Sinecera Capital
Texas
$100M -$3.21M -3% 27
UCB
6170
United Community Bank
South Carolina
$99.9M -$131K -0.1% 256
DEM
6171
Disciplined Equity Management
Florida
$99.8M -$3.79M -4% 45
CAP
6172
Columbia Advisory Partners
Washington
$99.7M -$617K -0.6% 70
SPWM
6173
Schrum Private Wealth Management
Florida
$99.6M -$10.2M -9% 134
LSC
6174
Lesa Sroufe & Co
Washington
$99.6M -$40K -0% 74
MCM
6175
Moon Capital Management
New York
$99.6M -$5.46M -5% 28