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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
YEPI
7251
Yorktown Energy Partners IX
New York
$123M +$65.8M +115% 145% 96.4% 2 0%
VFP
7252
Vested Financial Planning
California
$123M +$10.9M +10% 6.44% 30 6.67%
ECP
7253
Epacria Capital Partners
Colorado
$123M +$3.47M +3% 4.06% 85.8% 34 0%
EWP
7254
Equity Wealth Partners
Missouri
$123M 6.44% 80
MFN
7255
Midwest Financial Network
Illinois
$123M +$22.5M +22% 4.43% 67 16.42%
LWM
7256
Lighthouse Wealth Management
Ohio
$123M +$7.64M +7% 6.46% 45 11.11%
DFA
7257
Davies Financial Advisors
California
$123M -$5.62M -4% 10.2% 77 18.18%
SCM
7258
Stonepine Capital Management
Oregon
$123M +$21.1M +21% 34.9% 199% 78 50%
MCFP
7259
Mallini Complete Financial Planning
Florida
$123M +$43.8M +55% 4.96% 63 7.94%
MAFA
7260
MJT & Associates Financial Advisory
Minnesota
$123M +$42.3M +52% 6.26% 526 22.81%
OFO
7261
OneAscent Family Office
Alabama
$123M +$17.2M +16% 7.31% 168 21.43%
CCP
7262
Crocodile Capital Partners
Germany
$123M +$63.3M +106% 38.3% 190% 12 8.33%
SEA
7263
Stegent Equity Advisors
Texas
$123M +$9.89M +9% 10.2% 75.1% 118 17.8%
AA
7264
ArborFi Advisors
Michigan
$123M +$9.23M +8% 6.16% 50 8%
OFI
7265
Outbound Financial Inc
Colorado
$123M +$13.2M +12% 6.78% 42 2.38%
BC
7266
Blantyre Capital
United Kingdom
$122M -$9.09M -7% 7.01% 1 0%
BAWC
7267
Boyce & Associates Wealth Consulting
Texas
$122M +$12.7M +12% 7.59% 50.7% 79 18.99%
OIM
7268
Orca Investment Management
Oregon
$122M +$11.2M +10% 12.2% 93.2% 61 1.64%
KFG
7269
Kropog Financial Group
Louisiana
$122M +$7.72M +7% 6.89% 31 22.58%
EFG
7270
Elm3 Financial Group
Georgia
$122M +$1.7M +1% 7.73% 116 11.21%
MPCA
7271
Madison Park Capital Advisors
Washington
$122M +$3.02M +3% 7.18% 65 10.77%
SKK
7272
Shepherd Kaplan Krochuk
Massachusetts
$122M +$6.74M +6% 5.25% 29.8% 61 6.56%
CPC
7273
CFC Planning Company
Indiana
$122M +$15.9M +15% 5.8% 120 48.33%
WA
7274
Wilmar Advisors
Florida
$122M +$16.7M +16% 14.2% 25 24%
UAML
7275
US Asset Management LLC
Pennsylvania
$122M +$6.36M +6% 10.4% 124 8.06%