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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
RBCM
4726
Raub Brock Capital Management
California
$363M -$31.7M -8% 11.5% 56.3% 50 24%
PWM
4727
Purus Wealth Management
California
$363M +$49.6M +16% 23.9% 156% 175 12.57%
UFAC
4728
Urban Financial Advisory Corp
Illinois
$363M +$80M +28% 12.2% 58 10.34%
WIA
4729
Westbourne Investment Advisors
Maryland
$363M +$19.6M +6% 11.1% 89.4% 124 10.48%
HA
4730
Hamel Associates
New Jersey
$363M +$12.1M +3% 2.44% 50.6% 94 15.96%
OBGC
4731
O'Brien Greene & Co
Pennsylvania
$362M +$9.09M +3% 4.55% 81.4% 149 16.11%
WMA
4732
Wealth Management Associates
New Jersey
$362M +$72.8M +25% 14.9% 111% 268 17.91%
FCMV
4733
Foresite Capital Management V
California
$362M +$91.2M +34% 23.1% 401% 10 20%
AW
4734
Alteri Wealth
California
$362M +$53.5M +17% 28.2% 314 12.74%
SI
4735
Saxon Interests
Texas
$362M +$71.8M +25% 15.7% 73% 256 18.75%
FPM
4736
Francisco Partners Management
California
$361M +$69.6M +24% 26.8% 14.3% 3 0%
PCM
4737
Pamplona Capital Management
New York
$361M -$112M -24% 20.1% 5 0%
SFS
4738
Solitude Financial Services
Virginia
$361M +$23.1M +7% 8.81% 55.4% 42 7.14%
PC
4739
ParaFi Capital
New York
$361M -$101M -22% 10.3% 31 48.39%
HP
4740
HT Partners
Connecticut
$361M +$30.9M +9% 13.6% 63.1% 56 7.14%
MGB
4741
Mass General Brigham
Massachusetts
$361M -$108M -23% 17.2% 6 0%
WWM
4742
WT Wealth Management
Arizona
$361M +$24.7M +7% 12.3% 66.6% 155 21.94%
DFG
4743
Demars Financial Group
Washington
$361M +$57.2M +19% 13.8% 59.6% 126 28.57%
LKIM
4744
Lawson Kroeker Investment Management
Nebraska
$361M +$17.5M +5% 4.17% 64.5% 61 6.56%
SAMC
4745
Spectrum Asset Management (California)
California
$360M +$45.7M +15% 7.23% 62.9% 123 16.26%
KFBMI
4746
Kentucky Farm Bureau Mutual Insurance
Kentucky
$360M +$31M +9% 10.1% 83.3% 69 5.8%
EFN
4747
Equita Financial Network
Pennsylvania
$360M +$42.2M +13% 9.6% 46.4% 99 16.16%
MFA
4748
Morling Financial Advisors
California
$360M +$34.7M +11% 10.3% 91.2% 129 20.93%
MS
4749
Madden Securities
Texas
$360M +$27.4M +8% 12.9% 92.2% 126 16.67%
BCM
4750
Barometer Capital Management
Ontario, Canada
$360M +$67.7M +23% 21.6% 336% 159 42.77%