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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
EC
6426
EdgeRock Capital
Colorado
$126M -$11.5M -8% 8.4% 71.3% 328 83.23%
USPCM
6427
Union Square Park Capital Management
New York
$126M -$9.51M -7% 0.91% 47.3% 51 60.78%
RFO
6428
RiverGlades Family Offices
Florida
$126M +$2.04M +2% 6.66% 83 14.46%
TNAM
6429
Terra Nova Asset Management
New York
$126M +$11.5M +10% 15.4% 128% 90 13.33%
LIA
6430
LifePlan Investment Advisors
North Carolina
$125M +$16.2M +15% 5.7% 41.5% 88 31.82%
FWM
6431
FMB Wealth Management
California
$125M +$15.9M +15% 7.8% 60.8% 67 5.97%
CCA
6432
Clarity Capital Advisors
Florida
$125M +$10.1M +9% 6.48% 79 7.59%
JCFM
6433
JBR Co Financial Management
Oklahoma
$125M +$18.8M +18% 18.3% 102 18.63%
SKK
6434
Shepherd Kaplan Krochuk
Massachusetts
$125M +$2.28M +2% 5.16% 29.8% 58 12.07%
LIM
6435
Lancaster Investment Management
United Kingdom
$125M -$65.7M -34% 2.23% 18% 9 55.56%
UIA
6436
Ulland Investment Advisors
Minnesota
$125M +$26M +26% 26.5% 154% 265 32.45%
VWWMG
6437
Vermillion & White Wealth Management Group
Pennsylvania
$125M +$22.1M +21% 6.25% 367 23.98%
VBCG
6438
Valley Brook Capital Group
Pennsylvania
$125M +$10.3M +9% 9.99% 106% 123 11.38%
PWA
6439
Primoris Wealth Advisors
Florida
$125M +$19.1M +18% 10.8% 101% 103 23.3%
FIC
6440
FCG Investment Company
Tennessee
$125M +$23M +23% 20.8% 102 13.73%
AA
6441
Atmos Advisory
Pennsylvania
$125M +$181K +0.1% 3.14% 30.2% 21 4.76%
MFG
6442
Mosaic Financial Group
Illinois
$125M 8.01% 129
SPWG
6443
Sage Private Wealth Group
Illinois
$125M +$12.7M +11% 7.12% 56.7% 85 31.76%
LAS
6444
LWM Advisory Services
Florida
$125M +$11M +10% 9.21% 58.8% 91 15.38%
SIA
6445
Schear Investment Advisers
Ohio
$125M +$20.8M +20% 17% 240% 88 21.59%
BA
6446
Brightwater Advisory
Florida
$125M +$6.08M +5% 6.62% 66 36.36%
AWP
6447
Avid Wealth Partners
Texas
$124M +$23.6M +23% 8.83% 43 41.86%
CCM
6448
Chaney Capital Management
Washington
$124M +$12M +11% 9.12% 32 6.25%
GIM
6449
Guardian Investment Management
California
$124M +$5.63M +5% 10.6% 89.7% 58 10.34%
CV
6450
Counterweight Ventures
North Carolina
$124M +$14.2M +13% 11.8% 65 7.69%