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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
OBWP
3626
O'Brien Wealth Partners
Massachusetts
$302M +$25.1M +9% 3.99% 56.7% 44 20.45%
EDRIA
3627
Edmonds Duncan Registered Investment Advisors
Kansas
$302M +$1.93M +0.6% 6.1% 12.8% 133 4.51%
BCC
3628
Bridge City Capital
Oregon
$302M +$38.2M +14% 15.6% 120% 97 7.22%
HWM
3629
Holloway Wealth Management
Florida
$301M +$44.5M +17% 6.93% 50.7% 246 0%
BOS
3630
Bank of Stockton
California
$301M +$40.9M +16% 7.26% 92.3% 120 10.83%
MWA
3631
Meridian Wealth Advisors
Texas
$301M +$27M +10% 7.14% 79.9% 193 12.44%
WAM
3632
Warberg Asset Management
Illinois
$301M -$107M -26% 0.84% 65.3% 214 45.79%
GWM
3633
GSB Wealth Management
Connecticut
$301M +$278M +1,248% 4.92% 61.8% 208 77.4%
BWM
3634
BT Wealth Management
Georgia
$301M +$31.6M +12% 6.56% 34.8% 74 32.43%
EPCA
3635
Elizabeth Park Capital Advisors
Ohio
$301M +$67.3M +29% 31.7% 119% 51 25.49%
RIM
3636
Rush Island Management
New York
$300M +$41.4M +16% 12.6% 15.5% 24 41.67%
PCTC
3637
Perkins Coie Trust Company
Washington
$300M +$7.04M +2% 4.73% 70.8% 255 5.49%
CF
3638
Corrigan Financial
Rhode Island
$299M +$71.1M +31% 4.11% 9.54% 82 18.29%
MCM
3639
Maytus Capital Management
New York
$299M +$65.4M +28% 5.91% 442% 59 72.88%
HSCU
3640
Half Sky Capital (UK)
United Kingdom
$299M +$19.9M +7% 11.6% 13% 11 36.36%
MCM
3641
Moon Capital Management
New York
$299M +$95.7M +47% 0.66% 76.3% 41 73.17%
EC
3642
Euclidean Capital
New York
$299M -$174M -37% 25% 79.7% 14 35.71%
CWM
3643
Chesapeake Wealth Management
Virginia
$299M +$5.17M +2% 4.27% 65.9% 229 14.85%
NIF
3644
Nalanda India Fund
Mauritius
$299M +$1.61M +0.5% 0.54% 15.3% 1 0%
EGP
3645
Entrust Global Partners
New York
$298M +$41.8M +16% 19.4% 82.3% 5 20%
WFA
3646
West Financial Advisors
Iowa
$298M +$16M +6% 3.19% 45.1% 163 12.88%
EPA
3647
Element Pointe Advisors
Florida
$298M +$28.4M +11% 1.94% 68.3% 135 33.33%
RW
3648
REDW Wealth
New Mexico
$298M +$27.6M +10% 3.5% 54.1% 110 10%
FPTW
3649
Franklin, Parlapiano, Turner & Welch
Texas
$297M +$21.5M +8% 7.73% 41.6% 50 6%
FSA
3650
Financial Sense Advisors
California
$297M +$21M +8% 4.99% 152% 130 37.69%