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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
EPW
5626
Endeavor Private Wealth
Kansas
$211M +$27.3M +15% 8.53% 145 18.62%
COA
5627
Crown Oak Advisors
California
$211M +$13.6M +7% 5.46% 23 4.35%
FOR
5628
Family Office Research
Maryland
$211M +$6.15M +3% 10.9% 72 9.72%
I2I
5629
Insight 2811 Inc
Illinois
$211M +$13.9M +7% 3.45% 30.8% 94 14.89%
CB
5630
CNB Bank
Pennsylvania
$211M +$13.4M +7% 13.1% 91.6% 527 10.63%
WQ
5631
Wealth Quarterback
New Jersey
$211M +$33.2M +19% 10.4% 96.7% 144 18.06%
I
5632
IMPACTfolio
Colorado
$211M +$20.6M +11% 8.31% 51.2% 37 24.32%
BCA
5633
Ballentine Capital Advisors
South Carolina
$211M +$13.8M +7% 8.01% 30 16.67%
RA
5634
Rosalind Advisors
Ontario, Canada
$211M +$5.25M +3% 8.81% 46 45.65%
OFA
5635
Onyx Financial Advisors
Idaho
$211M +$21.9M +12% 8.15% 52.5% 18 11.11%
SI
5636
Stash Investments
New York
$211M +$24.1M +13% 6.81% 5 0%
MIM
5637
Meros Investment Management
Texas
$211M +$40.4M +24% 19.5% 102% 44 13.64%
LB
5638
Legacy Bridge
Iowa
$211M +$31.5M +18% 27.4% 225% 347 21.33%
CP
5639
Creekside Partners
California
$211M +$19.6M +10% 8.32% 173 5.78%
NERM
5640
New England Research & Management
Illinois
$211M +$13.7M +7% 8.73% 56.4% 176 33.52%
5W
5641
5T Wealth
California
$211M +$23.9M +13% 10.2% 109 15.6%
LFPWM
5642
Leicht Financial Planning & Wealth Management
New Jersey
$211M +$19.3M +10% 7.48% 46.3% 19 26.32%
LC
5643
Littlejohn & Co
Connecticut
$210M +$18M +9% 1.95% 56.2% 24 12.5%
FC
5644
FACT Capital
New York
$210M -$222K -0.1% 22.7% 227% 21 28.57%
RMP
5645
Richards, Merrill & Peterson
Washington
$210M +$18M +9% 10.2% 500 61.2%
MAWAG
5646
Mid-American Wealth Advisory Group
Missouri
$210M +$23.8M +13% 1.8% 12.3% 342 85.96%
EBWM
5647
Eagle Bluffs Wealth Management
Missouri
$210M +$21M +11% 12.8% 95.3% 78 6.41%
SIA
5648
SGL Investment Advisors
Montana
$210M +$16.5M +9% 8.36% 127 14.17%
FWM
5649
FMB Wealth Management
California
$210M +$29.3M +16% 9.66% 71.1% 87 17.24%
SWM
5650
StoneCrest Wealth Management
Arizona
$210M +$52.5M +33% 19.6% 76 19.74%