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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
WFWM
5001
Wechter Feldman Wealth Management
New Jersey
$135M +$7.74M +6% 8.12% 53.8% 26 11.54%
FCMV
5002
Foresite Capital Management V
California
$135M 28.8% 357% 12
CBT
5003
CoreFirst Bank & Trust
Kansas
$135M 12.9% 53.4% 427
IRAG
5004
Investment Research & Advisory Group
Georgia
$135M +$14.3M +12% 13% 88.6% 166 19.88%
OPWM
5005
Oxinas Partners Wealth Management
Indiana
$135M 15.4% 91.4% 117
TFA
5006
TPG Financial Advisors
Oregon
$135M +$17.6M +15% 10.7% 37 2.7%
RIA
5007
Recurrent Investment Advisors
Texas
$135M +$40.7M +43% 31.9% 109% 44 11.36%
FS
5008
Ferguson Shapiro
Georgia
$135M -$11.3M -8% 12.6% 39.6% 36 50%
IF
5009
Insight Folios
North Carolina
$135M +$26.7M +25% 21.4% 32.9% 40 2.5%
LIA
5010
Luken Investment Analytics
Tennessee
$135M 11.6% 35.5% 109
FMB
5011
Field & Main Bank
Kentucky
$134M +$4.93M +4% 12.3% 86.2% 205 17.07%
VIA
5012
Vantis Investment Advisers
Florida
$134M -$76.3M -36% 7.85% 39.6% 28 60.71%
KFI
5013
Key Financial Inc
Pennsylvania
$134M +$36.9M +38% 14.7% 55.5% 755 85.3%
NCM
5014
Northwest Capital Management
Oregon
$134M +$13.5M +11% 9.32% 57% 67 17.91%
AC
5015
AlphaCore Capital
California
$134M +$23.9M +22% 15.7% 68.3% 63 15.87%
WC
5016
Westhampton Capital
North Carolina
$134M +$11.7M +10% 13.4% 95.6% 105 4.76%
QC
5017
Quaero Capital
Switzerland
$134M 45.2% 62.4% 51
FF
5018
Friedenthal Financial
New Jersey
$134M +$9.4M +8% 8.32% 111% 59 32.2%
AA
5019
Alta Advisers
United Kingdom
$134M +$2.15M +2% 6.56% 78.9% 4 0%
WFS
5020
Weitzel Financial Services
Iowa
$134M 9.21% 42.4% 27
LL
5021
LPWM LLC
Minnesota
$134M +$10.8M +9% 13.6% 54.3% 54 9.26%
HG
5022
Harbor Group
New Hampshire
$134M 18.6% 41.4% 53
FCC
5023
Founders Circle Capital
California
$134M 40.5% 28% 5
SSCM
5024
Summit Street Capital Management
New York
$134M +$20.8M +18% 31.7% 144% 36 5.56%
CAM
5025
Caprin Asset Management
Virginia
$134M +$1.52M +1% 0.73% 7.87% 19 5.26%