We are live on ! Find out more

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
WOC
4751
West Oak Capital
California
$235M +$21.3M +10% 11.2% 110% 333 8.71%
BIMC
4752
Benson Investment Management Company
Virginia
$235M +$39.6M +20% 14.3% 91.6% 57 38.6%
PSC
4753
Patient Square Capital
California
$235M +$51.9M +28% 6.83% 328% 3 66.67%
VBFP
4754
Valtinson Bruner Financial Planning
Minnesota
$235M +$40.1M +21% 4.55% 33.4% 124 12.1%
SWM
4755
Seaside Wealth Management
California
$234M +$15.8M +7% 5.34% 42.9% 56 8.93%
FBT
4756
First Bankers Trust
Kentucky
$234M +$18.9M +9% 8.68% 78.9% 130 13.08%
NFP
4757
Narus Financial Partners
Utah
$234M +$26.7M +13% 9.67% 89.8% 146 10.27%
RF
4758
Robinswood Financial
Washington
$234M +$2.91M +1% 4.78% 38.8% 258 6.2%
GBI
4759
GP Brinson Investments
Illinois
$234M +$23.8M +11% 5.07% 45.5% 15 0%
DK
4760
David Kennon
Florida
$234M +$10.7M +5% 5.22% 46.9% 34 20.59%
BWM
4761
BNC Wealth Management
Oregon
$234M +$22.2M +10% 15% 193% 107 15.89%
NAM
4762
NewGen Asset Management
Ontario, Canada
$234M +$38.8M +20% 11.2% 391% 42 64.29%
EWM
4763
Elmwood Wealth Management
California
$234M +$91.1M +64% 2.77% 37.6% 124 17.74%
VBFG
4764
Vishria Bird Financial Group
Tennessee
$234M +$22.1M +10% 5.53% 74.3% 64 7.81%
BBWA
4765
Bell & Brown Wealth Advisors
California
$234M +$18.2M +8% 13.3% 74 8.11%
ACP
4766
Altitude Crest Partners
Connecticut
$234M +$84.1M +56% 28.9% 34 76.47%
JWM
4767
Jessup Wealth Management
Ohio
$234M +$33.4M +17% 15% 116% 68 36.76%
SVI
4768
Strategic Vision Investment
Hong Kong
$233M +$124M +113% 52.3% 95.6% 26 76.92%
SAMC
4769
Spectrum Asset Management (California)
California
$233M +$7.39M +3% 6.5% 56.5% 108 22.22%
HRC
4770
Hoertkorn Richard Charles
$233M +$11.1M +5% 7.38% 172% 83 1.2%
PWP
4771
Precedent Wealth Partners
Texas
$233M +$36M +18% 7.07% 144 16.67%
GFPC
4772
Global Financial Private Client
Florida
$233M +$18.9M +9% 8.4% 90.4% 723 7.88%
BAMG
4773
Brand Asset Management Group
Missouri
$233M +$13.8M +6% 7.3% 56.7% 82 12.2%
BIG
4774
Brooklyn Investment Group
New York
$232M +$22.7M +11% 14.1% 239 12.55%
JWS
4775
Juncture Wealth Strategies
Arizona
$232M +$12.1M +6% 6.7% 71.5% 129 34.11%