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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
HC
7376
Hoese & Co
Minnesota
$140M +$9.45M +7% 1.3% 46.3% 141 14.89%
RWP
7377
Ridgeline Wealth Planning
Ohio
$140M +$7M +5% 2.47% 50 16%
CWM
7378
Copia Wealth Management
Oregon
$140M +$5.39M +4% 1.65% 539 15.4%
KAM
7379
Kopion Asset Management
Texas
$140M -$14.4M -9% 10.8% 67.1% 19 5.26%
EC
7380
Enhancing Capital
Pennsylvania
$140M +$3.12M +2% 4.91% 93 10.75%
GCM
7381
Gambit Capital Management
Tennessee
$140M 9.59% 86
PCM
7382
Park Capital Management
Wisconsin
$140M +$14.8M +12% 5.64% 88 25%
WCM
7383
WealthTrak Capital Management
Virginia
$140M +$18.2M +15% 1.84% 78 8.97%
MFS
7384
Monetta Financial Services
Illinois
$140M -$3.2M -2% 5.73% 275% 72 41.67%
MHIP
7385
Mountain Hill Investment Partners
New Jersey
$140M +$25.5M +22% 0.9% 233 12.02%
OWM
7386
Orca Wealth Management
Florida
$140M +$7.59M +6% 8.97% 72 9.72%
DQRIM
7387
Dale Q Rice Investment Management
Washington
$140M -$2.08M -1% 5.05% 67 2.99%
UFA
7388
Uptown Financial Advisors
Texas
$140M +$18.2M +15% 0.93% 81 12.35%
TCP
7389
TSG Consumer Partners
California
$140M +$20.2M +17% 17% 70.1% 1 0%
TPW
7390
Turn8 Private Wealth
$140M +$241K +0.2% 1.41% 49 16.33%
GGI
7391
GordonMD Global Investments
California
$139M 32.8% 13
PAM
7392
PartnerRe Asset Management
Connecticut
$139M 0.37% 2
FWM
7393
Forefront Wealth Management
Pennsylvania
$139M +$3.02M +2% 4.99% 79 22.78%
FLP
7394
Financial Life Planners
Arizona
$139M -$9.54M -6% 0.27% 357 82.91%
MQWP
7395
Morey & Quinn Wealth Partners
Nebraska
$139M +$3.6M +3% 2.13% 132 1.52%
RIA
7396
Richwood Investment Advisors
Ohio
$139M +$11.6M +9% 3.63% 66% 107 7.48%
OL
7397
Odyssean LLC
Connecticut
$139M 5.12% 254
VP
7398
Vitruvian Partners
United Kingdom
$139M -$5.04M -3% 2.62% 64.3% 7 0%
WH
7399
Willner & Heller
California
$139M +$8.93M +7% 3.3% 172 11.05%
MFS
7400
Madrid Financial Services
California
$139M -$20.8M -13% 0.36% 26 30.77%