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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
GWMIA
3376
Global Wealth Management Investment Advisory
Florida
$390M +$32.5M +9% 9.38% 67.5% 509 13.16%
SRC
3377
Sage Rhino Capital
California
$389M +$33.3M +9% 10.9% 71.6% 248 16.94%
TNA
3378
True North Advisors
Texas
$389M +$64.8M +20% 10.9% 86.9% 218 25.69%
CAM
3379
Cubic Asset Management
Massachusetts
$389M +$25.7M +7% 11.8% 40.5% 210 8.1%
MCCP
3380
Mission Creek Capital Partners
California
$389M +$91.4M +31% 30.2% 121% 228 6.58%
MWM
3381
Mattern Wealth Management
Kansas
$389M +$47.9M +14% 9% 54% 178 9.55%
4WM
3382
49 Wealth Management
Texas
$389M 6.7% 121
BOC
3383
Bull Oak Capital
California
$389M +$297M +325% 10.3% 86 58.14%
VVM
3384
Versant Venture Management
California
$389M +$201M +107% 150% 376% 8 12.5%
CCP
3385
Clifford Capital Partners
Utah
$388M +$44.5M +13% 11.6% 54% 53 11.32%
TFF
3386
The Family Firm
Maryland
$388M +$31.5M +9% 8.99% 40.2% 190 9.47%
KFBMI
3387
Kentucky Farm Bureau Mutual Insurance
Kentucky
$388M +$39M +11% 11.8% 81.2% 73 1.37%
GFG
3388
Goldstone Financial Group
Illinois
$387M +$49.8M +15% 8.96% 42.9% 171 17.54%
BEP
3389
Bluescape Energy Partners
Texas
$387M -$131M -25% 2.77% 51.1% 6 16.67%
GAM
3390
Gould Asset Management
California
$387M +$32.7M +9% 9.09% 37.6% 162 10.49%
FC
3391
Fulcrum Capital
Washington
$387M +$42.2M +12% 13.2% 83.4% 123 14.63%
QWM
3392
Quadcap Wealth Management
Texas
$387M 11.8% 330
MSA
3393
Marino Stram & Associates
Massachusetts
$387M +$45.2M +13% 10.2% 63.6% 174 12.64%
NQWM
3394
Northwest Quadrant Wealth Management
Oregon
$387M +$30.2M +8% 9.11% 36.7% 63 7.94%
LWM
3395
LJI Wealth Management
Indiana
$386M +$38.6M +11% 10.4% 61.5% 180 15.56%
LWA
3396
Lineweaver Wealth Advisors
Ohio
$386M +$42M +12% 9.81% 61.4% 147 20.41%
GCM
3397
Galibier Capital Management
Ontario, Canada
$386M -$64.2M -14% 7.95% 66.8% 41 19.51%
VM
3398
VPR Management
Texas
$385M +$8.36M +2% 9.37% 60.8% 53 0%
EDRIA
3399
Edmonds Duncan Registered Investment Advisors
Kansas
$385M +$28.9M +8% 8.87% 12.8% 143 13.29%
AWC
3400
Abundance Wealth Counselors
Pennsylvania
$385M +$34.7M +10% 9.07% 94.7% 143 11.89%