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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
FWM
7401
Forefront Wealth Management
Pennsylvania
$139M +$3.02M +2% 4.99% 79 22.78%
FLP
7402
Financial Life Planners
Arizona
$139M -$9.54M -6% 0.27% 357 82.91%
MQWP
7403
Morey & Quinn Wealth Partners
Nebraska
$139M +$3.6M +3% 2.13% 132 1.52%
RIA
7404
Richwood Investment Advisors
Ohio
$139M +$11.6M +9% 3.63% 66% 107 7.48%
OL
7405
Odyssean LLC
Connecticut
$139M 5.12% 254
VP
7406
Vitruvian Partners
United Kingdom
$139M -$5.04M -3% 2.62% 64.3% 7 0%
WH
7407
Willner & Heller
California
$139M +$8.93M +7% 3.3% 172 11.05%
MFS
7408
Madrid Financial Services
California
$139M -$20.8M -13% 0.36% 26 30.77%
AFA
7409
Avant Financial Advisors
Texas
$139M +$6.39M +5% 2.02% 68 5.88%
EAM
7410
EIG Asset Management
District of Columbia
$139M 3.35% 1
RCM
7411
RMR Capital Management
California
$139M -$4.22M -3% 2.59% 82 12.2%
PWM
7412
Partnership Wealth Management
Maryland
$139M +$9.09M +7% 8.34% 71 5.63%
TM
7413
TFJ Management
Massachusetts
$139M -$9.54M -6% 4.75% 11 18.18%
PF
7414
Prota Financial
Texas
$139M 1.83% 67
SFG
7415
Shum Financial Group
California
$139M +$4.8M +4% 2.38% 95 4.21%
RC
7416
Renaissance Capital
Connecticut
$139M -$39.6M -22% 5.11% 410% 41 29.27%
AI
7417
Aflac Inc
Georgia
$139M -$22.7M -14% 14% 28.8% 3 0%
MMCM
7418
Murphy & Mullick Capital Management
New York
$139M +$3.91M +3% 2.88% 857 22.87%
LC
7419
Lakehouse Capital
Australia
$139M -$25M -15% 10.2% 47.2% 15 26.67%
NSG
7420
Nalls Sherbakoff Group
Tennessee
$139M -$9.57M -6% 4.15% 461 11.93%
PA
7421
Persium Advisors
Georgia
$139M +$3.83M +3% 1.9% 70 20%
LFS
7422
Leibman Financial Services
Nebraska
$139M +$6.86M +5% 3.11% 55 20%
CP
7423
Clayton Partners
California
$138M +$6.6M +5% 5.9% 109% 43 27.91%
TWA
7424
Trace Wealth Advisors
California
$138M +$4.64M +3% 2.96% 72 8.33%
BCM
7425
Beartown Capital Management
Michigan
$138M 10.3% 43