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
CFAM
6501
Center For Asset Management
Florida
$110M +$9.5M +9% 110
OC
6502
Oppenheimer & Close
New York
$110M +$9.46M +9% 57
SRCM
6503
Signature Resources Capital Management
California
$110M 405
MCM
6504
Magnolia Capital Management
New York
$110M +$6.73M +7% 130
LOIP
6505
Live Oak Investment Partners
Texas
$110M -$6.46M -6% 298
4WM
6506
4J Wealth Management
Virginia
$109M +$9M +9% 91
FWM
6507
FMB Wealth Management
California
$109M +$16.3M +17% 63
F4L
6508
Fortune 45 LLC
Louisiana
$109M +$9.48M +9% 28
HFAS
6509
Hummer Financial Advisory Services
Illinois
$109M +$11.3M +11% 99
WMRU
6510
William Marsh Rice University
Texas
$109M -$17.2M -14% 5
PMSA
6511
Patrick M. Sweeney & Associates
Illinois
$109M 127
APW
6512
Axim Planning & Wealth
Ohio
$109M -$3.88M -3% 33
TCM
6513
Tao Capital Management
California
$109M -$19.8M -15% 13
LIA
6514
LifePlan Investment Advisors
North Carolina
$109M +$15.2M +16% 70
ECM
6515
Empirical Capital Management
Tennessee
$109M 14
QUSVM
6516
Qiming U.S. Ventures Management
Washington
$109M +$33.9M +45% 8
KDIA
6517
KPCB DGF II Associates
California
$109M -$18.9M -15% 2
EWA
6518
Elevate Wealth Advisory
Georgia
$109M 110
TC
6519
Tsai Capital
New York
$109M +$4.38M +4% 24
PIS
6520
POM Investment Strategies
North Carolina
$109M 231
NF
6521
NavPoint Financial
Minnesota
$109M 43
AS
6522
American Securities
New York
$109M -$30.7M -22% 1
RC
6523
Rareview Capital
Nevada
$109M 38
1CP
6524
17 Capital Partners
Arizona
$109M 93
DWA
6525
Dougherty Wealth Advisers
Minnesota
$109M +$22.5M +26% 130