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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
BOC
5876
Bull Oak Capital
California
$155M +$6.05M +4% 1.05% 55 49.09%
EPIM
5877
Equinox Partners Investment Management
Connecticut
$155M +$32.2M +26% 13.6% 284% 9 11.11%
NIP
5878
Norwood Investment Partners
California
$155M -$1.29M -0.8% 10.3% 22.2% 13 15.38%
FFWA
5879
Forthright Family Wealth Advisory
Texas
$155M +$6.05M +4% 2.67% 69 8.7%
CCM
5880
Ciovacco Capital Management
Georgia
$155M +$6.37M +4% 5.78% 67.4% 24 8.33%
WA
5881
Watchtower Advisors
Connecticut
$155M -$25M -14% 14% 272% 16 50%
FWM
5882
Finer Wealth Management
Massachusetts
$155M +$2.72M +2% 7.21% 117% 80 12.5%
BCM
5883
BCK Capital Management
Connecticut
$155M +$7.61M +5% 1.79% 161% 95 45.26%
TFP
5884
TrueWealth Financial Partners
Washington
$155M +$12.4M +9% 0.74% 29.6% 19 10.53%
FCC
5885
Flower City Capital
New York
$155M +$4.42M +3% 2.1% 60.7% 33 6.06%
ICM
5886
Indaba Capital Management
California
$155M +$1.72M +1% 3.95% 66.7% 10 50%
OIM
5887
Opus Investment Management
Massachusetts
$155M +$1.67M +1% 1.5% 44.3% 38 0%
LHA
5888
Little Harbor Advisors
Massachusetts
$155M +$5.49M +4% 3.44% 48.4% 8 0%
MCM
5889
Mendel Capital Management
Arkansas
$155M +$3.66M +2% 3.63% 100 2%
CA
5890
Corrado Advisors
New Jersey
$155M +$2.6M +2% 1.57% 45.6% 115 13.91%
BWG
5891
Boomfish Wealth Group
Georgia
$155M +$6.05M +4% 2.14% 89 5.62%
C
5892
Covestor
United Kingdom
$155M -$2.87M -2% 0.29% 95.7% 2,917 6.89%
YWM
5893
Yoder Wealth Management
California
$154M +$1.2M +0.8% 2.27% 58.9% 111 9.91%
CAM
5894
Cobblestone Asset Management
Virginia
$154M +$6.98M +5% 1.51% 50.6% 47 12.77%
FCMT
5895
Founders Capital Management (Texas)
Texas
$154M +$6.38M +4% 3.08% 118% 388 12.89%
GCCM
5896
Green Court Capital Management
Hong Kong
$154M -$96.3M -38% 3.29% 26.9% 2 0%
MWM
5897
Mittelman Wealth Management
Massachusetts
$154M +$6.7M +5% 0.96% 72 11.11%
MHWM
5898
Montz Harcus Wealth Management
Louisiana
$154M +$6.43M +4% 2.77% 74.1% 72 5.56%
PBM
5899
Propel Bio Management
California
$154M -$17.6M -10% 8.08% 32 37.5%
OCA
5900
Otter Creek Advisors
Florida
$154M -$14.4M -9% 4.02% 173% 56 48.21%