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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
EPP
4026
ETF Portfolio Partners
Kansas
$298M +$27.3M +10% 10.3% 44.3% 50 14%
HFBOT
4027
Home Federal Bank of Tennessee
Tennessee
$298M +$28.5M +11% 11% 65.2% 71 7.04%
NCM
4028
Northwest Capital Management
Oregon
$298M +$39.2M +15% 9.77% 57% 598 13.55%
SCA
4029
Scott Capital Advisors
Oregon
$298M +$47M +19% 10% 46.4% 52 13.46%
OHWP
4030
Oak Harbor Wealth Partners
North Carolina
$298M +$15.6M +6% 10.1% 64.7% 246 15.85%
AWAU
4031
Alliance Wealth Advisors (Utah)
Utah
$298M +$27.8M +10% 10.7% 63.3% 240 13.33%
AA
4032
Auxano Advisors
Washington
$298M +$53M +22% 12.1% 85.4% 136 30.88%
PFM
4033
Peak Financial Management
Massachusetts
$298M +$22.8M +8% 8.91% 51.8% 89 23.6%
LSWM
4034
Lorne Steinberg Wealth Management
Canada
$298M +$37.8M +15% 11.3% 73.4% 74 6.76%
WWMSC
4035
Wagner Wealth Management (South Carolina)
South Carolina
$298M +$25.4M +9% 6.65% 36.9% 238 13.45%
V
4036
VeraBank
Texas
$297M +$36.6M +14% 9.12% 60.6% 145 8.97%
CP
4037
Caligan Partners
New York
$297M +$78.8M +36% 50% 2,628% 13 15.38%
MVM
4038
Medicxi Ventures Management
Jersey
$296M -$17M -5% 15.6% 505% 6 16.67%
2C
4039
272 Capital
Texas
$296M +$44.5M +18% 2.13% 213% 108 54.63%
MCIA
4040
Mountain Capital Investment Advisors
Colorado
$296M +$29.3M +11% 9.18% 63.3% 66 16.67%
BWA
4041
Bordeaux Wealth Advisors
California
$296M +$48.8M +20% 12.1% 141% 114 22.81%
BIA
4042
Barry Investment Advisors
Massachusetts
$296M +$17.8M +6% 8.23% 57.9% 120 16.67%
DI
4043
DDFG Inc
California
$296M +$24.3M +9% 9.01% 50.9% 75 9.33%
GLAM
4044
Gardner Lewis Asset Management
Pennsylvania
$295M +$5.56M +2% 19.1% 240% 81 48.15%
BAM
4045
Bayview Asset Management
Florida
$295M -$66.4M -18% 8.9% 55.4% 24 58.33%
WFI
4046
West Family Investments
California
$295M +$8.54M +3% 8.28% 116% 266 25.94%
FACM
4047
Forest Avenue Capital Management
Florida
$295M +$73.4M +33% 12.5% 415% 32 56.25%
SC
4048
Stephens Consulting
Michigan
$295M +$49M +20% 9.59% 50.1% 513 7.6%
BL
4049
BCWM LLC
Kansas
$295M +$21.4M +8% 12.6% 66 13.64%
WRPWM
4050
Werba Rubin Papier Wealth Management
California
$295M +$13.6M +5% 11.5% 67% 132 14.39%