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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
MCCP
3426
Mission Creek Capital Partners
California
$389M +$91.4M +31% 30.2% 138% 228 6.58%
MWM
3427
Mattern Wealth Management
Kansas
$389M +$47.9M +14% 9% 54% 178 9.55%
4WM
3428
49 Wealth Management
Texas
$389M 6.7% 121
BOC
3429
Bull Oak Capital
California
$389M +$297M +325% 10.3% 55.7% 86 58.14%
VVM
3430
Versant Venture Management
California
$389M +$201M +107% 150% 409% 8 12.5%
CCP
3431
Clifford Capital Partners
Utah
$388M +$44.5M +13% 11.6% 77.3% 53 11.32%
TFF
3432
The Family Firm
Maryland
$388M +$31.5M +9% 8.99% 40.2% 190 9.47%
KFBMI
3433
Kentucky Farm Bureau Mutual Insurance
Kentucky
$388M +$39M +11% 11.8% 83.3% 73 1.37%
GFG
3434
Goldstone Financial Group
Illinois
$387M +$49.8M +15% 8.96% 54.9% 171 17.54%
BEP
3435
Bluescape Energy Partners
Texas
$387M -$131M -25% 2.77% 57.9% 6 16.67%
GAM
3436
Gould Asset Management
California
$387M +$32.7M +9% 9.09% 42.8% 162 10.49%
FC
3437
Fulcrum Capital
Washington
$387M +$42.2M +12% 13.2% 83.4% 123 14.63%
QWM
3438
Quadcap Wealth Management
Texas
$387M 11.8% 330
MSA
3439
Marino Stram & Associates
Massachusetts
$387M +$45.2M +13% 10.2% 63.6% 174 12.64%
NQWM
3440
Northwest Quadrant Wealth Management
Oregon
$387M +$30.2M +8% 9.11% 45.6% 63 7.94%
LWM
3441
LJI Wealth Management
Indiana
$386M +$38.6M +11% 10.4% 61.5% 180 15.56%
LWA
3442
Lineweaver Wealth Advisors
Ohio
$386M +$42M +12% 9.81% 61.4% 147 20.41%
GCM
3443
Galibier Capital Management
Ontario, Canada
$386M -$64.2M -14% 7.95% 66.8% 41 19.51%
VM
3444
VPR Management
Texas
$385M +$8.36M +2% 9.37% 54.5% 53 0%
EDRIA
3445
Edmonds Duncan Registered Investment Advisors
Kansas
$385M +$28.9M +8% 8.87% 12.8% 143 13.29%
AWC
3446
Abundance Wealth Counselors
Pennsylvania
$385M +$34.7M +10% 9.07% 94.7% 143 11.89%
GPWA
3447
Great Point Wealth Advisors
Massachusetts
$385M +$51.2M +15% 9.23% 66 13.64%
SDWMA
3448
Schneider Downs Wealth Management Advisors
Pennsylvania
$385M -$47.2M -11% 10.7% 55% 127 19.69%
SW
3449
SkyOak Wealth
Michigan
$384M +$42.1M +12% 11.1% 73.4% 258 14.73%
SIC
3450
SFE Investment Counsel
California
$384M +$40.4M +12% 14% 105% 120 9.17%