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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
ULWM
6051
Upper Left Wealth Management
Florida
$77M -$9.43M -11% 9.63% 43.1% 52 9.62%
NWMG
6052
National Wealth Management Group
Ohio
$76.9M -$2.41M -3% 3.46% 123% 159 54.09%
RWA
6053
Redmont Wealth Advisors
Illinois
$76.9M -$5.69M -7% 3.73% 46.1% 114 19.3%
SA
6054
SRH Advisors
Kansas
$76.8M -$4.27M -5% 5.69% 51% 323 6.81%
MVA
6055
Mount Vernon Associates
Maryland
$76.8M -$5.25M -6% 2.86% 119% 53 9.43%
OCM
6056
Once Capital Management
New York
$76.7M -$1.8M -2% 1.15% 570% 23 0%
WAM
6057
Watershed Asset Management
California
$76.7M -$4.12M -5% 6.21% 160 51.25%
RCP
6058
Reverence Capital Partners
New York
$76.6M -$6.62M -8% 7.95% 2.37% 1 0%
OIM
6059
Orca Investment Management
Oregon
$76.6M -$31.5M -29% 6.55% 93.2% 59 3.39%
PWMG
6060
Provence Wealth Management Group
California
$76.6M +$415K +0.5% 5.7% 56 7.14%
EMCIP
6061
Ewing Morris & Co Investment Partners
Ontario, Canada
$76.5M -$71M -48% 10.5% 51.6% 21 28.57%
PMAM
6062
Penn Mutual Asset Management
Pennsylvania
$76.4M +$2.23M +3% 7.48% 28.7% 72 40.28%
SPWM
6063
Spartan Planning & Wealth Management
North Carolina
$76.4M +$1.48M +2% 0.52% 129 34.88%
CCM
6064
Community Capital Management
Florida
$76.4M -$5.97M -7% 5.11% 55.6% 81 12.35%
RA
6065
Ratos AB
Sweden
$76.4M 17.6% 1
ACM
6066
Absolute Capital Management
Pennsylvania
$76.3M +$13.9M +22% 4.25% 91% 530 91.32%
SG
6067
SCHF (GPE)
Wyoming
$76M +$8.32M +12% 4.71% 6 50%
EWM
6068
Echo Wealth Management
Minnesota
$76M +$1.25M +2% 4.27% 41% 55 38.18%
CPM
6069
Corre Partners Management
New York
$76M +$24.3M +47% 3.96% 201% 6 16.67%
RRCP
6070
Rip Road Capital Partners
Massachusetts
$75.8M -$86K -0.1% 3.97% 121% 18 22.22%
SPWG
6071
Sage Private Wealth Group
Illinois
$75.7M +$6.18M +9% 4.37% 56.7% 193 14.51%
SMC
6072
S. Muoio & Co
New York
$75.7M +$5.58M +8% 17.2% 327% 88 53.41%
TOTUOP
6073
Trustees of The University of Pennsylvania
Pennsylvania
$75.6M -$6.4M -8% 7.75% 6 33.33%
MCWA
6074
Meadow Creek Wealth Advisors
Georgia
$75.6M -$5.68M -7% 6.74% 104 17.31%
YWS
6075
Yarger Wealth Strategies
Ohio
$75.4M -$2.06M -3% 0.67% 55.1% 48 6.25%