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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
WCCM
5801
Webs Creek Capital Management
Texas
$119M 32% 133% 10
AMC
5802
Asset Management Corp
Illinois
$119M -$47.4M -28% 6.21% 57.1% 170 30%
IAM
5803
Infusive Asset Management
New York
$119M -$12.7M -10% 6.5% 33.8% 21 28.57%
RWA
5804
Rooted Wealth Advisors
Illinois
$119M 7.25% 50.8% 69
FB
5805
First Bancorp
Maine
$119M +$8.67M +8% 9.78% 73.8% 116 11.21%
BDS
5806
Banco de Sabadell
Florida
$119M -$1.96M -2% 11.8% 75.1% 88 12.5%
WAC
5807
William Allan Corp
Colorado
$119M +$10.6M +10% 11% 84.7% 51 5.88%
TM
5808
Triatomic Management
California
$119M -$55.1M -32% 6.53% 68 51.47%
BFA
5809
Buttonwood Financial Advisors
Maryland
$119M +$7.89M +7% 9.58% 66.3% 74 8.11%
IFS
5810
Intelligent Financial Strategies
Minnesota
$119M +$23.4M +25% 11.4% 60.6% 100 13%
JIM
5811
JCP Investment Management
Texas
$119M -$22.4M -16% 9.05% 94.7% 21 47.62%
HHRDM
5812
H&H Retirement Design & Management
Nevada
$118M +$12.3M +12% 6.73% 38.4% 71 2.82%
FWP
5813
Firethorn Wealth Partners
Georgia
$118M +$10.8M +10% 7.5% 67.1% 146 22.6%
BOC
5814
Bull Oak Capital
California
$118M +$15.8M +15% 5.8% 55.7% 24 54.17%
OPWM
5815
Oxinas Partners Wealth Management
Indiana
$118M -$2.7M -2% 3.1% 91.4% 102 17.65%
PSB
5816
Piscataqua Savings Bank
New Hampshire
$118M +$13.8M +13% 12.2% 85.5% 357 6.72%
NFG
5817
Norris Financial Group
South Carolina
$118M +$9.06M +8% 10.5% 142% 81 33.33%
AWM
5818
Align Wealth Management
Oklahoma
$118M 6.98% 219
IDBONY
5819
Israel Discount Bank of New York
New York
$118M -$2.83M -2% 8.97% 37.3% 84 5.95%
HMCP
5820
Hook Mill Capital Partners
New York
$118M 19.6% 149% 30
BM
5821
Baymount Management
Florida
$118M +$87.8M +290% 0.5% 10 90%
SWIM
5822
Smallwood Wealth Investment Management
New Jersey
$118M +$6.9M +6% 7.33% 67.4% 78 7.69%
MF
5823
Montis Financial
Massachusetts
$118M +$14.3M +14% 8.09% 46% 65 18.46%
FNBOH
5824
First National Bank of Hutchinson
Kansas
$118M -$7.36M -6% 8.13% 121% 112 12.5%
MPW
5825
Melone Private Wealth
Michigan
$118M +$3.53M +3% 5.69% 30.3% 56 7.14%