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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
PR
7251
PSP Research
Pennsylvania
$141M +$26.9M +24% 2.42% 105 43.81%
RB
7252
Renasant Bank
Mississippi
$141M -$6.16M -4% 0.75% 65% 153 16.99%
CFGW
7253
Chancellor Financial Group WB
Pennsylvania
$141M -$6.31M -4% 2.19% 151 15.89%
CL
7254
CRCM LP
California
$141M -$155M -52% 4.87% 12 41.67%
LAIC
7255
Lederer & Associates Investment Counsel
California
$141M -$7.79M -5% 1.64% 75.5% 88 11.36%
MCAV
7256
Meritech Capital Associates V
California
$141M -$38.6M -21% 20.5% 133% 2 0%
SFS
7257
Sunrise Financial Services
Washington
$141M +$8.42M +6% 0.08% 641 19.97%
OFA
7258
Orographic Financial Advisors
Colorado
$141M 3.37% 106
WA
7259
Watchtower Advisors
Connecticut
$141M -$24.6M -15% 5.76% 384% 14 35.71%
MFG
7260
Mosaic Financial Group
Illinois
$141M -$5.56M -4% 0.15% 132 9.85%
MCM
7261
Mork Capital Management
California
$141M -$23M -14% 3.6% 61.9% 119 15.97%
OFG
7262
Orcam Financial Group
California
$141M +$7.47M +6% 0.42% 40% 63 9.52%
API
7263
Asset Planning Inc
California
$141M -$1.64M -1% 0.22% 310 8.71%
MQWP
7264
Morey & Quinn Wealth Partners
Nebraska
$141M +$1.32M +1% 0.45% 139 7.91%
OWM
7265
Orca Wealth Management
Florida
$141M +$899K +0.6% 3.96% 71 9.86%
APW
7266
Aurora Private Wealth
New Jersey
$140M -$11.7M -8% 3.63% 173 9.25%
SM
7267
Soapstone Management
Maryland
$140M +$4.69M +3% 2.4% 30.3% 18 61.11%
VEM
7268
Vann Equity Management
Texas
$140M 0.19% 158
MWM
7269
Mascagni Wealth Management
Mississippi
$140M +$6.18M +5% 1.14% 141 20.57%
PFW
7270
Petros Family Wealth
Minnesota
$140M -$9.91M -7% 0.2% 156 25.64%
RC
7271
Rexford Capital
Texas
$140M +$8.18M +6% 5.59% 326 18.71%
CPC
7272
CFC Planning Company
Indiana
$140M +$8.45M +6% 1.43% 85 30.59%
JD6
7273
J Digital 6
Illinois
$140M -$46.3M -25% 20.9% 2 0%
WCM
7274
WealthTrak Capital Management
Virginia
$140M +$370K +0.3% 1.09% 83 16.87%
NWA
7275
Northwest Wealth Advisors
Washington
$140M +$11.5M +9% 2.33% 65 7.69%