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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
FC
6401
Farley Capital
New York
$92.7M +$650K +0.7% 3.51% 105% 12 8.33%
LW
6402
Lauer Wealth
Indiana
$92.6M -$4.1M -4% 3.52% 75.5% 50 18%
P
6403
Palladiem
Pennsylvania
$92.6M -$4.58M -5% 1.98% 64 23.44%
PFA
6404
Peak Financial Advisors
Colorado
$92.5M -$34.9M -27% 1.46% 40.1% 78 46.15%
CC
6405
Copperleaf Capital
North Carolina
$92.5M -$14.2M -13% 3.36% 102% 88 22.73%
SFS
6406
Starfox Financial Services
Texas
$92.5M -$4.68M -5% 2.23% 30 30%
OIM
6407
Oder Investment Management
California
$92.3M +$1.05M +1% 2.82% 97.5% 89 4.49%
EPL
6408
EDBI Pte Ltd
Singapore
$92.3M -$31.4M -25% 11.9% 6.21% 19 10.53%
BAM
6409
Bosun Asset Management
Illinois
$92.3M -$9.67M -9% 1.35% 278% 208 59.62%
PWS
6410
Precision Wealth Strategies
Missouri
$92.2M +$31.1M +51% 0.71% 106% 110 66.36%
CG
6411
Clifford Group
Massachusetts
$92.2M -$907K -1% 3.14% 67.9% 72 4.17%
RFMS
6412
RWQ Financial Management Services
Florida
$92.1M -$21.9M -19% 2.55% 415% 27 33.33%
MWM
6413
Melfa Wealth Management
Massachusetts
$92M -$6.64M -7% 6.89% 42.9% 142 3.52%
TAC
6414
Twenty Acre Capital
Pennsylvania
$92M -$1.55M -2% 6.67% 196% 20 25%
EVP
6415
Evergreen Venture Partners
Israel
$92M +$16.5M +22% 21.9% 88.4% 1 0%
NWMG
6416
National Wealth Management Group
Ohio
$91.9M -$4.25M -4% 0.73% 123% 156 39.1%
MFS
6417
Monetta Financial Services
Illinois
$91.8M -$10.5M -10% 0.54% 275% 57 35.09%
CAP
6418
Columbia Advisory Partners
Washington
$91.8M -$1.76M -2% 2.53% 63.7% 70 21.43%
SWM
6419
Sanctuary Wealth Management
Idaho
$91.7M -$2.81M -3% 2.31% 314 16.88%
BOC
6420
Bull Oak Capital
California
$91.4M -$45.3M -33% 2.8% 55.7% 97 98.97%
HA
6421
HFG Advisors
Ohio
$91.4M -$3.31M -3% 2.77% 69.7% 102 16.67%
AFCM
6422
Alta Fox Capital Management
Texas
$91.3M -$30.4M -25% 4.93% 261% 21 52.38%
SAM
6423
Sequent Asset Management
Texas
$91.2M -$995K -1% 0.02% 51.3% 53 3.77%
BP
6424
Berkshire Partners
Massachusetts
$91.2M -$42.3M -32% 31.7% 79% 1 0%
BWA
6425
Blodgett Wealth Advisors
California
$91.1M -$5.48M -6% 3.13% 124% 66 13.64%