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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
LLWM
4501
Life Line Wealth Management
California
$280M +$15.1M +6% 7.64% 28 35.71%
3IP
4502
3Chopt Investment Partners
Virginia
$280M -$47.9M -15% 7.06% 116% 183 61.75%
SFA
4503
Spectrum Financial Alliance
Kentucky
$279M -$158K -0.1% 0.58% 185% 19 21.05%
BWM
4504
Brophy Wealth Management
New Hampshire
$279M 6.74% 212
GCP
4505
Gill Capital Partners
Colorado
$279M +$20.8M +8% 5.44% 41.8% 133 7.52%
SA
4506
Strategic Advocates
Utah
$279M +$27.2M +11% 5.93% 136 25%
WM
4507
Wishbone Management
Illinois
$279M -$30.5M -10% 2.1% 39.1% 5 0%
JWM
4508
Jeppson Wealth Management
California
$279M +$17M +6% 7.9% 77.2% 215 9.3%
HGA
4509
Hobbs Group Advisors
South Carolina
$279M +$16.2M +6% 5.21% 677 14.77%
FNWM
4510
Financial Network Wealth Management
Utah
$279M +$16.5M +6% 5.39% 114 7.89%
LA
4511
LFL Advisers
Illinois
$279M +$24.8M +10% 6.48% 63.5% 11 9.09%
NFP
4512
Narus Financial Partners
Utah
$279M +$30.8M +12% 11.3% 88.9% 156 13.46%
MFS
4513
Mattson Financial Services
Michigan
$279M -$1.83M -0.7% 5.57% 270 0%
YCM
4514
Yakira Capital Management
Connecticut
$279M +$4.01M +1% 4% 77.4% 330 35.76%
PCM
4515
Pennsylvania Capital Management
Pennsylvania
$278M +$18.5M +7% 3.43% 70.6% 100 15%
CWM
4516
Cordatus Wealth Management
Pennsylvania
$278M +$11.7M +4% 7.88% 96.3% 125 7.2%
OPTFSNA
4517
Old Point Trust & Financial Services N A
Virginia
$278M +$20.6M +8% 9.25% 72.6% 376 14.1%
PIC
4518
Portland Investment Counsel
Ontario, Canada
$278M +$858K +0.3% 10.7% 104% 59 25.42%
RWPA
4519
Richard W. Paul & Associates
Michigan
$278M +$19.3M +7% 6.01% 55.4% 528 10.04%
FUBT
4520
First United Bank & Trust
Maryland
$278M +$9.64M +4% 7.3% 69.2% 406 7.39%
TA
4521
TFG Advisers
Michigan
$278M +$20.3M +8% 7.21% 61.8% 207 5.8%
AA
4522
Altrafin AG
$278M +$6.94M +3% 2.57% 97.6% 61 19.67%
EAIC
4523
Empower Annuity Insurance Company
Connecticut
$278M +$14.4M +5% 5.47% 0.57% 1 0%
T
4524
TNF
Montana
$278M +$5.99M +2% 4.99% 21.3% 128 7.03%
NCM
4525
Northwest Capital Management
Oregon
$278M +$3.42M +1% 4.89% 57% 472 4.24%