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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
MWM
3451
Mattern Wealth Management
Kansas
$411M +$22.1M +6% 5.57% 54% 184 10.33%
TCA
3452
Trifecta Capital Advisors
Illinois
$411M +$49.2M +14% 12.7% 132% 446 10.54%
HAM
3453
Harber Asset Management
North Carolina
$411M -$19.6M -5% 10.4% 63.6% 43 27.91%
FNBOMD
3454
First National Bank of Mount Dora
Florida
$411M +$35.5M +9% 12.1% 84.5% 133 9.02%
NIC
3455
Northwest Investment Counselors
Oregon
$411M +$36.5M +10% 7.27% 32.4% 532 73.87%
TFF
3456
The Family Firm
Maryland
$410M +$22.8M +6% 6.33% 40.2% 202 9.9%
LCG
3457
Lisanti Capital Growth
New York
$410M -$13.6M -3% 28.4% 1,490% 160 49.38%
AWM
3458
Adams Wealth Management
Utah
$410M +$72M +21% 13.3% 105% 105 13.33%
WPA
3459
WIT Partners Advisory
Singapore
$410M +$144M +54% 53.9% 1 0%
AAM
3460
AR Asset Management
California
$410M +$29.1M +8% 8.39% 64.9% 112 1.79%
SPIO
3461
Seven Post Investment Office
California
$410M +$12.5M +3% 5.13% 52.6% 56 7.14%
MC
3462
Martin & Co
Tennessee
$409M +$4.16M +1% 6.87% 67.8% 108 2.78%
HIC
3463
Holderness Investments Company
North Carolina
$409M +$44.8M +12% 13.7% 144% 251 8.76%
SCP
3464
Shorepoint Capital Partners
Massachusetts
$409M +$36.1M +10% 9.64% 100 7%
SSI
3465
SVF Sponsor III
California
$409M -$57.5M -12% 12.3% 133% 1 0%
NTIC
3466
Napean Trading & Investment Company
Singapore
$409M +$38.9M +11% 14.2% 51 31.37%
OC
3467
Oakmont Corp
California
$409M +$27.7M +7% 15.5% 70.2% 33 6.06%
TWP
3468
Tyche Wealth Partners
Texas
$409M -$6.51M -2% 8.63% 301 11.63%
NQWM
3469
Northwest Quadrant Wealth Management
Oregon
$408M +$21.9M +6% 5.82% 45.6% 65 7.69%
EWM
3470
EPG Wealth Management
Georgia
$408M +$28.2M +7% 9.94% 96% 451 7.1%
MRCM
3471
M&R Capital Management
New Jersey
$408M +$8.37M +2% 10.6% 52.6% 651 18.28%
GWMIA
3472
Global Wealth Management Investment Advisory
Florida
$408M +$18.6M +5% 9.28% 67.5% 475 72%
ODG
3473
O'Dell Group
Ohio
$408M +$25.8M +7% 7.64% 72.2% 511 82.39%
CMF
3474
Counterpoint Mutual Funds
California
$408M +$146M +56% 2.86% 66.2% 229 81.66%
TCWA
3475
Turtle Creek Wealth Advisors
Texas
$408M +$68M +20% 11.7% 861 79.33%