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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
OCFG
5626
O'Connor Financial Group
Illinois
$192M +$1M +0.5% 0.67% 44.9% 59 13.56%
BCM
5627
Birch Capital Management
Texas
$192M -$6.37M -3% 0.62% 48.4% 85 4.71%
RMP
5628
Richards, Merrill & Peterson
Washington
$192M +$814K +0.4% 1.98% 536 14.18%
BWA
5629
BCU Wealth Advisors
Illinois
$192M +$17.2M +10% 0.39% 57 17.54%
CCIA
5630
Cherry Creek Investment Advisors
Colorado
$192M -$11.3M -6% 1.98% 140% 118 12.71%
CWA
5631
Crux Wealth Advisors
California
$192M +$12.4M +7% 1.74% 174 17.24%
RFA
5632
Register Financial Advisors
Georgia
$192M -$7.09M -4% 4.12% 126% 318 11.64%
PHM
5633
Prospect Hill Management
New Jersey
$192M -$35.4M -16% 13.8% 85.1% 16 6.25%
CI
5634
Cordant Inc
Oregon
$192M +$1.95M +1% 1.21% 47% 123 44.72%
CW
5635
Curio Wealth
Maryland
$192M +$6.05M +3% 0.82% 411 31.39%
JP
5636
JNE Partners
United Kingdom
$192M +$23.6M +14% 4.64% 100% 7 0%
RC
5637
Roubaix Capital
Colorado
$192M -$16.6M -8% 10.7% 174% 74 68.92%
CWA
5638
Choice Wealth Advisors
Maine
$192M -$3.93M -2% 1.96% 52.3% 31 12.9%
IWMWV
5639
Ironwood Wealth Management (West Virginia)
West Virginia
$192M -$10.8M -5% 1.12% 35.2% 23 8.7%
NAM
5640
Nutshell Asset Management
United Kingdom
$192M +$33.6M +21% 8.26% 38 55.26%
BBW
5641
Blue Barn Wealth
Utah
$192M +$2.1M +1% 0.64% 46.4% 162 17.28%
TWM
5642
Tumwater Wealth Management
Idaho
$192M +$1.02M +0.5% 0.27% 33 9.09%
DLHL
5643
Donald L. Hagan LLC
Florida
$192M -$904K -0.5% 2.06% 47.9% 99 16.16%
IFS
5644
Intelligent Financial Strategies
Minnesota
$192M +$11.1M +6% 7.84% 60.6% 83 6.02%
SIP
5645
Sellwood Investment Partners
Oregon
$192M +$5.53M +3% 0.87% 55 29.09%
AWM
5646
Ariadne Wealth Management
California
$192M -$27M -12% 0.09% 248 26.21%
WAM
5647
WFA Asset Management
Wisconsin
$191M +$6.24M +3% 0.83% 60% 266 27.07%
LFPWM
5648
Leicht Financial Planning & Wealth Management
New Jersey
$191M -$4.24M -2% 1.82% 46.3% 19 15.79%
TWA
5649
Tandem Wealth Advisors
Arizona
$191M -$4.77M -2% 0.7% 43.1% 54 5.56%
MAM
5650
Mirabaud Asset Management
United Kingdom
$191M -$23.8M -11% 3.79% 43 0%