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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)
JBW
7376
Journey Beyond Wealth
Georgia
$122M +$2.99M +3% 7.18% – 31 12.9% 0.7
VWM
7377
VanWeelden Wealth Management
Ohio
$122M – – 1.95% – 19 – 0.9
WCM
7378
WealthTrak Capital Management
Virginia
$121M +$1.79M +1% 7.76% – 938 92.32% 0.7
OWA
7379
ORBA Wealth Advisors
Illinois
$121M +$11.7M +11% 7.61% – 79 11.39% 1.4
AWM
7380
Alterna Wealth Management
Texas
$121M -$3.41M -3% 5.63% 48% 116 25.86% 2.6
RCA
7381
Runnymede Capital Advisors
Ohio
$121M +$12.9M +12% 14.2% – 74 14.86% 0.7
UFA
7382
Uptown Financial Advisors
Texas
$121M +$4.62M +4% 6.24% – 80 13.75% 0.7
ARA
7383
Alexander Randolph Advisory
Virginia
$121M +$9.7M +9% 7.99% – 53 0% 1.7
VAM
7384
Virtue Asset Management
Illinois
$121M – – 7.69% – 96 – 0
AFA
7385
Allium Financial Advisors
Oregon
$121M +$6.07M +5% 7.8% – 94 20.21% 0.4
II
7386
Ibex Investors
Colorado
$121M +$23M +24% 16.4% 16.6% 16 68.75% 1
TWA
7387
Talisman Wealth Advisors
New Jersey
$121M +$11.2M +10% 7.79% 70.8% 118 8.47% 1.9
DFP
7388
Defined Financial Planning
California
$121M +$7.99M +7% 6.99% – 76 25% 0.5
AAA
7389
AG Asset Advisory
California
$121M +$5.47M +5% 2.69% – 26 19.23% 0.6
PWP
7390
Phillips Wealth Planners
Mississippi
$120M +$10.1M +9% 6.47% 82% 215 19.07% 1.7
LG
7391
Lane Generational
Massachusetts
$120M +$13.2M +12% 32.7% 148% 35 20% 2.1
LWA
7392
LifeGoal Wealth Advisors
New York
$120M +$15.1M +14% 6.85% – 74 17.57% 0.6
BCM
7393
Barden Capital Management
Texas
$120M +$6.18M +5% 5.18% 80.1% 62 14.52% 2.6
OP
7394
Orvieto Partners
Massachusetts
$120M +$7.76M +7% 6.62% – 46 26.09% 0.6
KCM
7395
Kempner Capital Management
Texas
$120M -$66.6M -36% 9.78% 60.9% 50 10% 4.4
CWIG
7396
Chung Wu Investment Group
Texas
$120M +$24.1M +25% 12.7% – 292 27.74% 0.3
VCWM
7397
Vista Cima Wealth Management
Arizona
$120M +$13M +12% 7.02% – 78 35.9% 0.5
NI
7398
NDVR Inc
Massachusetts
$120M +$13.3M +12% 5.62% – 120 18.33% 1.1
CM
7399
CM Management
Florida
$120M +$10.1M +9% 14.7% 110% 79 32.91% 2.1
NFP
7400
NorthLanding Financial Partners
New York
$120M +$6.85M +6% 5.63% 54.7% 44 6.82% 2.3