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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
OCM
8301
Objective Capital Management
Ohio
$98.2M +$1.6M +2% 1.33% 95 17.89%
PC
8302
Payne Capital
Oregon
$98.2M -$386K -0.4% 1.48% 56 7.14%
RRA
8303
Red Reef Advisors
Florida
$98.2M 2.85% 170
WIM
8304
Walsky Investment Management
Pennsylvania
$98.2M 4.18% 52
JBI
8305
John Boyer Inc
Florida
$98.2M -$2.13M -2% 2.02% 44 15.91%
ES
8306
ETF Store
Kansas
$98M +$3.74M +4% 2.19% 55.8% 99 7.07%
VFM
8307
Vision Financial Markets
Connecticut
$98M -$19.1M -16% 0.33% 439 9.11%
TAI
8308
Terra Alpha Investments
District of Columbia
$97.7M -$328K -0.3% 2.09% 33 12.12%
FFS
8309
Fortress Financial Solutions
Arizona
$97.7M +$5.96M +6% 1.99% 65 16.92%
GWL
8310
Generations Wealth LLC
Ohio
$97.7M 2.6% 28
WP
8311
WealthSpring Partners
California
$97.6M 1.93% 58
CS
8312
Crescent Sterling
Louisiana
$97.6M +$2.47M +3% 1.68% 58.4% 81 12.35%
PA
8313
ProCore Advisors
California
$97.5M 2.05% 90
AFG
8314
Artesa Financial Group
Texas
$97.2M 3.06% 48
BFA
8315
Ballast Financial Advisors
Pennsylvania
$97.1M 1% 70
EPW
8316
Elevated Private Wealth
Wisconsin
$97.1M 5.58% 93
AFP
8317
Arnold Financial Planning
Iowa
$97M 1.34% 24
SFG
8318
Skyview Financial Group
Florida
$96.9M 6.55% 57
CIM
8319
CenturyLink Investment Management
Colorado
$96.9M -$12.4M -11% 2.34% 1 0%
OPWM
8320
Oregon Pacific Wealth Management
Oregon
$96.8M -$18.9M -16% 1.6% 149 29.53%
GWM
8321
Greenline Wealth Management
Florida
$96.6M 1.67% 551
CCA
8322
Corps Capital Advisors
Texas
$96.6M +$30.6M +46% 2.31% 89 40.45%
IA
8323
Invested Advisors
Pennsylvania
$96.6M +$27.9M +41% 2.7% 151 39.74%
PPWM
8324
Premier Private Wealth Management
Florida
$96.5M 0.7% 50
PCOTEOTHU
8325
Provident Company of the Employees of the Hebrew University
Israel
$96.3M -$3.75M -4% 1.94% 34 14.71%