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
OIM
7276
Orca Investment Management
Oregon
$111M +$10.8M +11% 62
WSFG
7277
Wall Street Financial Group
Illinois
$111M +$14.3M +15% 84
BCM
7278
Bretton Capital Management
California
$111M +$5.19M +5% 20
ROP
7279
Rule One Partners
Georgia
$111M -$10.2M -8% 14
DFC
7280
DBK Financial Counsel
Ohio
$111M +$10.9M +11% 54
CWM
7281
C2C Wealth Management
Arizona
$110M +$3.92M +4% 88
PWP
7282
Phillips Wealth Planners
Mississippi
$110M +$15.7M +17% 198
EAM
7283
Exome Asset Management
New York
$110M -$1.32M -1% 78
IMC
7284
Investment Management Corporation
Virginia
$110M -$688K -0.6% 193
JRFS
7285
James Reed Financial Services
Ohio
$110M +$20.5M +23% 19
MPEM
7286
Marathon Partners Equity Management
New York
$110M +$15.2M +16% 18
VFIA
7287
Virtus Fixed Income Advisers
Connecticut
$110M 26
BAM
7288
Broyhill Asset Management
North Carolina
$110M -$12.9M -10% 82
SSCM
7289
Seven Six Capital Management
New York
$110M -$1.4M -1% 28
CAM
7290
Chesapeake Asset Management
New York
$110M +$4.84M +5% 525
CWM
7291
Crowley Wealth Management
Delaware
$110M +$4.91M +5% 429
OWA
7292
ORBA Wealth Advisors
Illinois
$110M -$88.5M -45% 111
CM
7293
CM Management
Florida
$110M +$10.3M +10% 76
CJ
7294
Caitlin John
Michigan
$110M +$7.79M +8% 172
RCWM
7295
Red Crane Wealth Management
California
$110M +$5.28M +5% 70
SA
7296
SRN Advisors
Pennsylvania
$110M +$20.7M +23% 102
1M
7297
13D Management
New York
$110M -$3.8M -3% 22
BAWC
7298
Boyce & Associates Wealth Consulting
Texas
$110M +$9.55M +10% 76
TWA
7299
Talisman Wealth Advisors
New Jersey
$110M +$12.2M +12% 115
NDWM
7300
New Dimensions Wealth Management
Texas
$109M +$9.44M +9% 20