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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 Avg Holding
Period (Yrs)
FVIM
6751
Fort Vancouver Investment Management
Washington
$146M +$15.9M +12% 8.57% – 61 24.59% 0.7
BM
6752
Bislett Management
California
$146M +$4.9M +3% 3.3% 19.8% 15 6.67% 6.3
BCM
6753
Beaumont Capital Management
Massachusetts
$146M +$10.4M +8% 5.35% 45.4% 69 52.17% 1.2
TIAM2
6754
Tru Independence Asset Management 2
Oregon
$146M +$12.5M +9% 8.34% – 102 23.53% 1.5
VPWA
6755
Vestia Personal Wealth Advisors
Indiana
$146M +$19.6M +15% 8.39% – 101 6.93% 0.8
LM
6756
Lansing Management
New York
$146M +$26.8M +22% 18.9% 76.9% 8 0% 3.2
SBCM
6757
Silverberg Bernstein Capital Management
New York
$146M +$38.4M +36% 15% 133% 67 7.46% 1.2
OIM
6758
Oracle Investment Management
Connecticut
$146M -$52.4M -26% 0.53% 865% 19 36.84% 3.1
DWM
6759
DecisionMap Wealth Management
Virginia
$146M +$14.3M +11% 9.52% – 130 14.62% 0.4
PBBUPS
6760
PKO BP Bankowy Universal Pension Society
Poland
$146M +$24.6M +20% 22.8% – 13 0% 0.5
FWP
6761
Forefront Wealth Partners
Texas
$146M -$1.17M -0.8% 10% – 139 37.41% 0.4
PWA
6762
Providence Wealth Advisors
Illinois
$146M +$13.6M +10% 9.85% 112% 96 25% 4.5
LF
6763
LifeSteps Financial
California
$146M +$22.2M +18% 12.3% 98.4% 87 6.9% 3.8
RWM
6764
Refined Wealth Management
Utah
$145M +$23.2M +19% 23.8% 99.6% 33 18.18% 2.4
OS
6765
Objectivity Squared
South Carolina
$145M +$26.1M +22% 8.42% – 53 22.64% 1.1
MCI
6766
MRP Capital Investments
Georgia
$145M +$38.4M +36% 27.7% 222% 229 25.76% 1.2
PMSA
6767
Patrick M. Sweeney & Associates
Illinois
$145M +$11.5M +9% 6.44% – 157 7.01% 1.3
MIM
6768
Meixler Investment Management
Arizona
$145M +$794K +0.5% 1.21% 66.2% 120 19.17% 1.7
XC
6769
XY Capital
Hong Kong
$145M -$207M -59% 0.15% 52.8% 228 89.04% 0.3
VAM
6770
Vienna Asset Management
California
$145M +$18.4M +15% 14.2% – 61 45.9% 1.3
RL
6771
Retireful LLC
Michigan
$145M +$39.3M +37% 16.2% 437% 180 68.89% 0.2
DWM
6772
Daner Wealth Management
Georgia
$145M – – 7.91% – 81 – 0.3
LAS
6773
LWM Advisory Services
Florida
$145M +$1.01M +0.7% 8.43% 64.9% 98 10.2% 2.2
SCM
6774
Sheridan Capital Management
California
$145M +$7.76M +6% 8.13% – 31 22.58% 1.1
AF
6775
Atala Financial
California
$145M +$7.65M +6% 14.6% – 476 73.95% 0.5