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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
EPM
7526
Equitec Proprietary Markets
Illinois
$106M -$34.7M -25% 23.9% 527% 85 45.88%
OFO
7527
OneAscent Family Office
Alabama
$106M -$1.72M -2% 9.37% 145 21.38%
MFG
7528
Mendota Financial Group
Wisconsin
$106M +$13.6M +15% 6% 53.8% 119 21.01%
OPWM
7529
Oregon Pacific Wealth Management
Oregon
$106M +$5.58M +6% 8.71% 133 9.02%
MDA
7530
Minot DeBlois Advisors
Massachusetts
$106M +$5.23M +5% 7.48% 259 4.63%
SCVTA
7531
Santa Clara Valley Transportation Authority
California
$105M +$4.35M +4% 4.53% 4 0%
LWA
7532
LifeGoal Wealth Advisors
New York
$105M +$12.6M +14% 8.02% 74 27.03%
PIC
7533
Platt Investment Counsel
Florida
$105M +$3.88M +4% 9.45% 58.9% 10 10%
WA
7534
Wilmar Advisors
Florida
$105M +$8.52M +9% 13.1% 22 31.82%
1L
7535
10Elms LLP
Oklahoma
$105M +$5.57M +6% 5.74% 528 5.87%
AIA
7536
Arrow Investment Advisors
Maryland
$105M +$10.5M +11% 5.36% 36.3% 77 67.53%
BPW
7537
Bingham Private Wealth
California
$105M +$8.17M +8% 11.2% 164 10.98%
CIA
7538
Caerus Investment Advisors
Texas
$105M +$1.18M +1% 7.49% 85% 33 9.09%
HWM
7539
Hobbs Wealth Management
Indiana
$105M +$14.6M +16% 12.1% 58 27.59%
YMRC
7540
Yorktown Management & Research Company
Virginia
$105M +$12.8M +14% 22.6% 223% 245 31.02%
CG
7541
Curat Global
New Hampshire
$105M +$22.7M +28% 10.2% 308 4.87%
HAP
7542
Harbor Asset Planning
Massachusetts
$105M 8.18% 410
GAA
7543
Green Alpha Advisors
Colorado
$105M +$11.1M +12% 21.3% 267% 112 2.68%
YG
7544
York GP
Cayman Islands
$104M -$18.8M -15% 18.2% 4 75%
LSL
7545
Legacy Solutions LLC
Pennsylvania
$104M +$13.6M +15% 9.95% 80 13.75%
MWM
7546
MY Wealth Management
Maryland
$104M +$1.01M +1% 4.59% 36.1% 32 21.88%
WPWM
7547
Western Pacific Wealth Management
Illinois
$104M -$6.32M -6% 14.3% 66.3% 216 16.67%
WCBA
7548
Weaver C. Barksdale & Associates
Tennessee
$104M +$40.1K +0% 1.28% 52.2% 63 3.17%
LGG
7549
Luts & Greenleigh Group
Maryland
$104M +$3.66M +4% 5.08% 80 7.5%
SWC
7550
Square Wave Capital
New York
$104M +$10.8M +12% 13.9% 8 12.5%