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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
EL
5676
EQ LLC
Washington
$167M +$4.7M +3% 2.01% 72.9% 55 10.91%
OFA
5677
Onyx Financial Advisors
Idaho
$167M +$5.27M +3% 0.68% 52.5% 15 13.33%
VFA
5678
Values First Advisors
Tennessee
$167M -$3.71M -2% 4.72% 70.5% 184 17.39%
FBC
5679
Fairfield, Bush & Co
Connecticut
$167M -$1.8M -1% 5.43% 101% 120 10.83%
VCM
5680
VeriStar Capital Management
New York
$167M -$23.6M -12% 4.21% 41% 12 16.67%
FFA
5681
Florida Financial Advisors
Florida
$167M +$30.7M +23% 4.68% 154 24.03%
B
5682
Birchbrook
Maine
$167M -$1.46M -0.9% 0.11% 293 14.33%
AWM
5683
AllSquare Wealth Management
New York
$167M -$4.04M -2% 1.33% 62.4% 548 4.2%
TCM
5684
TAM Capital Management
Connecticut
$167M +$46.3M +39% 1.16% 0.76% 10 20%
MWA
5685
Motive Wealth Advisors
Michigan
$166M +$1.34M +0.8% 2.65% 66% 71 8.45%
PC
5686
Pelham Capital
United Kingdom
$166M +$78.4K +0% 3.02% 141% 12 50%
LWM
5687
Lakeridge Wealth Management
Ohio
$166M +$12.1M +8% 1.81% 148 10.81%
MSWM
5688
Mader & Shannon Wealth Management
Missouri
$166M -$12M -7% 0.13% 53.1% 12 8.33%
AFO
5689
Allie Family Office
Florida
$166M -$3.52M -2% 1.77% 50.9% 88 11.36%
P2P
5690
Phase 2 Partners
California
$166M -$25.1M -13% 4.59% 25.1% 39 61.54%
YWS
5691
Yarger Wealth Strategies
Ohio
$166M +$19.4M +13% 1.8% 55.1% 87 13.79%
HWM
5692
HighMark Wealth Management
Minnesota
$166M +$4.72M +3% 0.4% 84.2% 622 15.59%
RWP
5693
Ridgecrest Wealth Partners
California
$166M -$1.85M -1% 6.1% 78.6% 115 13.04%
ACM
5694
AUA Capital Management
Pennsylvania
$166M -$7.44M -4% 3.02% 53.5% 91 14.29%
CFC
5695
Client First Capital
California
$166M +$23.3M +16% 2.9% 49.6% 21 47.62%
DWG
5696
Darden Wealth Group
Michigan
$166M +$38.5M +30% 10% 119 25.21%
TAM
5697
Tealwood Asset Management
Minnesota
$166M -$56M -25% 0.92% 121% 131 32.82%
CC
5698
Checkpoint Capital
California
$166M +$16.3M +11% 1.4% 21 42.86%
PFWA
5699
Paces Ferry Wealth Advisors
Georgia
$166M +$9.61M +6% 5.51% 69.3% 118 10.17%
BCP
5700
Blackhawk Capital Partners
Wisconsin
$166M +$5.37M +3% 3.08% 87.2% 120 29.17%