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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
WPWM
5751
Western Pacific Wealth Management
Illinois
$122M -$10.2M -8% 8.03% 45.5% 287 7.32%
MCM
5752
Mendel Capital Management
Arkansas
$122M -$3.25M -3% 3.65% 93 5.38%
BAM
5753
Beaumont Asset Management
Texas
$122M -$10.1M -8% 3.51% 64.3% 72 20.83%
WAL
5754
W Advisors LLC
Tennessee
$122M -$5.96M -5% 4.16% 61.1% 108 12.96%
TWP
5755
Tower Wealth Partners
Pennsylvania
$122M -$3.08M -2% 2.72% 45.2% 51 7.84%
EPCA
5756
Elizabeth Park Capital Advisors
Ohio
$122M -$15.6M -11% 3.71% 77.8% 52 25%
TFP
5757
TrueWealth Financial Partners
Washington
$122M +$701K +0.6% 2.36% 29.6% 17 11.76%
DAM
5758
Diamant Asset Management
Connecticut
$122M -$9.26M -7% 4.76% 63.6% 70 8.57%
PWM
5759
Peterson Wealth Management
Nevada
$122M -$4.73M -4% 3.96% 68.5% 73 24.66%
LODC
5760
Lanham O'Dell & Company
West Virginia
$122M +$11.1M +10% 1.46% 81% 18 11.11%
BA
5761
Ballew Advisors
Mississippi
$121M -$17M -12% 3.17% 62.3% 113 15.93%
YWM
5762
Yoder Wealth Management
California
$121M -$5.73M -5% 4.66% 58.9% 84 10.71%
LAM
5763
LifePro Asset Management
California
$121M -$8.47M -7% 7.62% 49% 133 42.86%
3C
5764
325 Capital
New York
$121M -$30.5M -20% 12.2% 159% 9 11.11%
WAM
5765
Werlinich Asset Management
Connecticut
$121M -$3.46M -3% 2.98% 215% 58 5.17%
TFG
5766
Team Financial Group
California
$121M 1.49% 42.4% 207
PFG
5767
Prosperity Financial Group
California
$121M +$7.47M +7% 3.48% 86.6% 142 26.76%
PPWM
5768
Paragon Private Wealth Management
Kentucky
$121M -$4.64M -4% 3.83% 64.9% 135 11.85%
SFSG
5769
Sound Financial Strategies Group
Mississippi
$121M -$15.9M -12% 1.58% 18.2% 85 29.41%
BCM
5770
BHZ Capital Management
California
$121M -$21.7M -15% 3.92% 3.24% 74 16.22%
BAM
5771
Byrne Asset Management
New Jersey
$121M -$32.9M -21% 2.92% 116% 655 42.9%
SCM
5772
Stadium Capital Management
Connecticut
$121M +$2.42M +2% 7.09% 11% 14 28.57%
RCF
5773
Rainwater Charitable Foundation
Texas
$121M -$16.7M -12% 3.74% 40.2% 4 25%
ECP
5774
Epacria Capital Partners
Colorado
$121M -$1.41M -1% 2.48% 85.8% 62 6.45%
OWP
5775
Old Well Partners
North Carolina
$121M +$9.76M +9% 3.69% 97.8% 38 21.05%