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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
OFP
4226
OLIO Financial Planning
Virginia
$361M +$4.47M +1% 73
BCC
4227
Bridge City Capital
Oregon
$361M +$20.6M +6% 114
PPG
4228
Peak Planning Group
Colorado
$361M +$4.15M +1% 123
VWM
4229
VCI Wealth Management
Missouri
$361M +$1.03M +0.3% 137
PWC
4230
PYA Waltman Capital
Tennessee
$361M -$11.5M -3% 75
DWAM
4231
Duncan Williams Asset Management
Tennessee
$361M -$41.8M -10% 176
MCM
4232
Monimus Capital Management
New Jersey
$361M +$209M +138% 71
PWM
4233
Proathlete Wealth Management
Florida
$361M -$6.2M -2% 320
SWM
4234
SK Wealth Management
Rhode Island
$360M +$1.79M +0.5% 80
RA
4235
RR Advisors
Texas
$360M +$40.6M +13% 29
TWD
4236
True Wealth Design
Ohio
$360M +$19.3M +6% 2,839
WIP
4237
WealthCare Investment Partners
Rhode Island
$360M +$17.2M +5% 195
BWM
4238
BNC Wealth Management
Oregon
$360M -$29.6M -8% 122
5VM
4239
5AM Venture Management
California
$360M +$42.1M +13% 22
LSC
4240
Logan Stone Capital
Illinois
$360M -$45.4M -11% 192
LC
4241
Legacy CG
Texas
$360M +$2.81M +0.8% 51
NC
4242
Naman Capital
Brazil
$360M +$4.27M +1% 13
SIMC
4243
Squire Investment Management Company
Utah
$360M +$29.3M +9% 78
KLWA
4244
Kelly Lawrence W & Associates
California
$360M -$51.3M -12% 132
XWM
4245
Xcel Wealth Management
Florida
$360M -$30.8M -8% 148
ACM
4246
Arcataur Capital Management
Wisconsin
$359M +$10.1M +3% 107
RIP
4247
Rhino Investment Partners
Pennsylvania
$359M +$6.44M +2% 48
SSW
4248
Stone Summit Wealth
Florida
$359M -$9.36M -3% 145
NI
4249
NFC Investments
Tennessee
$359M +$5M +1% 47
CFP
4250
Cypress Financial Planning
New Jersey
$359M +$1.12M +0.3% 110