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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
SEA
7351
Stegent Equity Advisors
Texas
$123M +$9.89M +9% 10.2% 91.5% 118 17.8%
AA
7352
ArborFi Advisors
Michigan
$123M +$9.23M +8% 6.16% 50 8%
OFI
7353
Outbound Financial Inc
Colorado
$123M +$13.2M +12% 6.78% 42 2.38%
BC
7354
Blantyre Capital
United Kingdom
$122M -$9.09M -7% 7.01% 1 0%
BAWC
7355
Boyce & Associates Wealth Consulting
Texas
$122M +$12.7M +12% 7.59% 50.7% 79 18.99%
OIM
7356
Orca Investment Management
Oregon
$122M +$11.2M +10% 12.2% 122% 61 1.64%
KFG
7357
Kropog Financial Group
Louisiana
$122M +$7.72M +7% 6.89% 31 22.58%
EFG
7358
Elm3 Financial Group
Georgia
$122M +$1.7M +1% 7.73% 116 11.21%
MPCA
7359
Madison Park Capital Advisors
Washington
$122M +$3.02M +3% 7.18% 65 10.77%
SKK
7360
Shepherd Kaplan Krochuk
Massachusetts
$122M +$6.74M +6% 5.25% 38.5% 61 6.56%
CPC
7361
CFC Planning Company
Indiana
$122M +$15.9M +15% 5.8% 120 48.33%
WA
7362
Wilmar Advisors
Florida
$122M +$16.7M +16% 14.2% 25 24%
UAML
7363
US Asset Management LLC
Pennsylvania
$122M +$6.36M +6% 10.4% 124 8.06%
TIP
7364
Tandem Investment Partners
New Jersey
$122M +$7.05M +6% 7.09% 73 10.96%
SA
7365
swisspartners Advisors
Switzerland
$122M +$15.6M +15% 11.9% 73.2% 25 8%
FF
7366
Fortitude Financial
Washington
$122M +$9.03M +8% 0.59% 34 14.71%
JBW
7367
Journey Beyond Wealth
Georgia
$122M +$2.99M +3% 7.18% 31 12.9%
VWM
7368
VanWeelden Wealth Management
Ohio
$122M 1.95% 19
WCM
7369
WealthTrak Capital Management
Virginia
$121M +$1.79M +1% 7.76% 938 92.32%
OWA
7370
ORBA Wealth Advisors
Illinois
$121M +$11.7M +11% 7.61% 79 11.39%
AWM
7371
Alterna Wealth Management
Texas
$121M -$3.41M -3% 5.63% 48% 116 25.86%
RCA
7372
Runnymede Capital Advisors
Ohio
$121M +$12.9M +12% 14.2% 74 14.86%
UFA
7373
Uptown Financial Advisors
Texas
$121M +$4.62M +4% 6.24% 80 13.75%
ARA
7374
Alexander Randolph Advisory
Virginia
$121M +$9.7M +9% 7.99% 53 0%
VAM
7375
Virtue Asset Management
Illinois
$121M 7.69% 96