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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
TIP
7276
Tandem Investment Partners
New Jersey
$122M +$7.05M +6% 7.09% 73 10.96%
SA
7277
swisspartners Advisors
Switzerland
$122M +$15.6M +15% 11.9% 86.6% 25 8%
FF
7278
Fortitude Financial
Washington
$122M +$9.03M +8% 0.59% 34 14.71%
JBW
7279
Journey Beyond Wealth
Georgia
$122M +$2.99M +3% 7.18% 31 12.9%
VWM
7280
VanWeelden Wealth Management
Ohio
$122M 1.95% 19
WCM
7281
WealthTrak Capital Management
Virginia
$121M +$1.79M +1% 7.76% 938 92.32%
OWA
7282
ORBA Wealth Advisors
Illinois
$121M +$11.7M +11% 7.61% 79 11.39%
AWM
7283
Alterna Wealth Management
Texas
$121M -$3.41M -3% 5.63% 48% 116 25.86%
RCA
7284
Runnymede Capital Advisors
Ohio
$121M +$12.9M +12% 14.2% 74 14.86%
UFA
7285
Uptown Financial Advisors
Texas
$121M +$4.62M +4% 6.24% 80 13.75%
ARA
7286
Alexander Randolph Advisory
Virginia
$121M +$9.7M +9% 7.99% 53 0%
VAM
7287
Virtue Asset Management
Illinois
$121M 7.69% 96
AFA
7288
Allium Financial Advisors
Oregon
$121M +$6.07M +5% 7.8% 94 20.21%
II
7289
Ibex Investors
Colorado
$121M +$23M +24% 16.4% 4.48% 16 68.75%
TWA
7290
Talisman Wealth Advisors
New Jersey
$121M +$11.2M +10% 7.79% 61.5% 118 8.47%
DFP
7291
Defined Financial Planning
California
$121M +$7.99M +7% 6.99% 76 25%
AAA
7292
AG Asset Advisory
California
$121M +$5.47M +5% 2.69% 26 19.23%
PWP
7293
Phillips Wealth Planners
Mississippi
$120M +$10.1M +9% 6.47% 70% 215 19.07%
LG
7294
Lane Generational
Massachusetts
$120M +$13.2M +12% 32.7% 112% 35 20%
LWA
7295
LifeGoal Wealth Advisors
New York
$120M +$15.1M +14% 6.85% 74 17.57%
BCM
7296
Barden Capital Management
Texas
$120M +$6.18M +5% 5.18% 63.5% 62 14.52%
OP
7297
Orvieto Partners
Massachusetts
$120M +$7.76M +7% 6.62% 46 26.09%
KCM
7298
Kempner Capital Management
Texas
$120M -$66.6M -36% 9.78% 60.9% 50 10%
CWIG
7299
Chung Wu Investment Group
Texas
$120M +$24.1M +25% 12.7% 292 27.74%
VCWM
7300
Vista Cima Wealth Management
Arizona
$120M +$13M +12% 7.02% 78 35.9%