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
OL
7101
Odyssean LLC
Connecticut
$139M 254
VP
7102
Vitruvian Partners
United Kingdom
$139M -$5.04M -3% 7
WH
7103
Willner & Heller
California
$139M +$8.93M +7% 172
AFA
7104
Avant Financial Advisors
Texas
$139M +$6.39M +5% 68
EAM
7105
EIG Asset Management
District of Columbia
$139M 1
PWM
7106
Partnership Wealth Management
Maryland
$139M +$9.09M +7% 71
TM
7107
TFJ Management
Massachusetts
$139M -$9.54M -6% 11
PF
7108
Prota Financial
Texas
$139M 67
SFG
7109
Shum Financial Group
California
$139M +$4.8M +4% 95
RC
7110
Renaissance Capital
Connecticut
$139M -$39.6M -22% 41
AI
7111
Aflac Inc
Georgia
$139M -$22.7M -14% 3
MMCM
7112
Murphy & Mullick Capital Management
New York
$139M +$3.91M +3% 857
LC
7113
Lakehouse Capital
Australia
$139M -$25M -15% 15
NSG
7114
Nalls Sherbakoff Group
Tennessee
$139M -$9.57M -6% 461
RCM
7115
RMR Capital Management
California
$139M -$4.55M -3% 81
LFS
7116
Leibman Financial Services
Nebraska
$139M +$6.86M +5% 55
CP
7117
Clayton Partners
California
$138M +$6.6M +5% 43
TWA
7118
Trace Wealth Advisors
California
$138M +$4.64M +3% 72
PIA
7119
Polaris Investment Advisors
Massachusetts
$138M 73
DAM
7120
Diamant Asset Management
Connecticut
$138M +$2.56M +2% 73
BWM
7121
BAM Wealth Management
Colorado
$138M +$9.17M +7% 178
EFP
7122
Elser Financial Planning
Indiana
$138M +$55.3M +67% 82
ICVCFVA
7123
IDG China Venture Capital Fund V Associates
Hong Kong
$138M -$19.7M -12% 1
LBC
7124
Lane Brothers & Co
Arizona
$138M 83
SF
7125
SageOak Financial
Oklahoma
$138M +$2.19M +2% 33