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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)
EWP
7351
Equity Wealth Partners
Missouri
$123M – – 6.44% – 80 – 0
MFN
7352
Midwest Financial Network
Illinois
$123M +$22.5M +22% 4.43% – 67 16.42% 0.6
LWM
7353
Lighthouse Wealth Management
Ohio
$123M +$7.64M +7% 6.46% – 45 11.11% 0.6
DFA
7354
Davies Financial Advisors
California
$123M -$5.62M -4% 10.2% – 77 18.18% 1.2
SCM
7355
Stonepine Capital Management
Oregon
$123M +$21.1M +21% 34.9% 231% 78 50% 0.7
MCFP
7356
Mallini Complete Financial Planning
Florida
$123M +$43.8M +55% 4.96% – 63 7.94% 0.7
MAFA
7357
MJT & Associates Financial Advisory
Minnesota
$123M +$42.3M +52% 6.26% – 526 22.81% 0.4
OFO
7358
OneAscent Family Office
Alabama
$123M +$17.2M +16% 7.31% – 168 21.43% 0.5
CCP
7359
Crocodile Capital Partners
Germany
$123M +$63.3M +106% 38.3% 126% 12 8.33% 0.8
SEA
7360
Stegent Equity Advisors
Texas
$123M +$9.89M +9% 10.2% 96.4% 118 17.8% 1.7
AA
7361
ArborFi Advisors
Michigan
$123M +$9.23M +8% 6.16% – 50 8% 0.6
OFI
7362
Outbound Financial Inc
Colorado
$123M +$13.2M +12% 6.78% – 42 2.38% 0.3
BC
7363
Blantyre Capital
United Kingdom
$122M -$9.09M -7% 7.01% – 1 0% 1.8
BAWC
7364
Boyce & Associates Wealth Consulting
Texas
$122M +$12.7M +12% 7.59% 58.2% 79 18.99% 2
OIM
7365
Orca Investment Management
Oregon
$122M +$11.2M +10% 12.2% 122% 61 1.64% 7.2
KFG
7366
Kropog Financial Group
Louisiana
$122M +$7.72M +7% 6.89% – 31 22.58% 0.6
EFG
7367
Elm3 Financial Group
Georgia
$122M +$1.7M +1% 7.73% – 116 11.21% 0.6
MPCA
7368
Madison Park Capital Advisors
Washington
$122M +$3.02M +3% 7.18% – 65 10.77% 1.4
SKK
7369
Shepherd Kaplan Krochuk
Massachusetts
$122M +$6.74M +6% 5.25% 38.5% 61 6.56% 3.1
CPC
7370
CFC Planning Company
Indiana
$122M +$15.9M +15% 5.8% – 120 48.33% 0.4
WA
7371
Wilmar Advisors
Florida
$122M +$16.7M +16% 14.2% – 25 24% 0.5
UAML
7372
US Asset Management LLC
Pennsylvania
$122M +$6.36M +6% 10.4% – 124 8.06% 3.5
TIP
7373
Tandem Investment Partners
New Jersey
$122M +$7.05M +6% 7.09% – 73 10.96% 0.7
SA
7374
swisspartners Advisors
Switzerland
$122M +$15.6M +15% 11.9% 73.2% 25 8% 3.1
FF
7375
Fortitude Financial
Washington
$122M +$9.03M +8% 0.59% – 34 14.71% 0.4