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
OBWP
3351
O'Brien Wealth Partners
Massachusetts
$383M +$34.4M +10% 63
BHPW
3352
Beverly Hills Private Wealth
California
$383M +$46.8M +14% 350
RP
3353
Rice Partnership
Hawaii
$383M +$29.7M +8% 141
WAAG
3354
Wealth Alliance Advisory Group
Kansas
$383M +$45.6M +14% 191
AFIA
3355
America First Investment Advisors
Nebraska
$383M +$22M +6% 98
EP
3356
Eudaimonia Partners
Tennessee
$382M -$30.3M -7% 354
ODG
3357
O'Dell Group
Ohio
$382M +$53.9M +16% 512
EIA
3358
Eldridge Investment Advisors
New Hampshire
$382M +$80.5M +27% 158
LA
3359
LexAurum Advisors
Kansas
$381M +$39.4M +12% 313
KMC
3360
Kirr Marbach & Co
Indiana
$381M +$28.6M +8% 55
LCM
3361
Liberty Capital Management
Michigan
$381M +$42.4M +13% 156
PCM
3362
Punch Card Management
Florida
$381M +$34.9M +10% 5
AAM
3363
AR Asset Management
California
$381M +$24.4M +7% 112
OC
3364
Oakmont Corp
California
$381M +$31.1M +9% 36
BA
3365
BCM Advisors
Louisiana
$381M +$43.2M +13% 66
WFPG
3366
Waller Financial Planning Group
Ohio
$380M +$36.6M +11% 61
RCG
3367
Regatta Capital Group
California
$380M +$65.1M +21% 177
DWM
3368
Dechtman Wealth Management
Colorado
$380M +$42.6M +13% 57
EWM
3369
EPG Wealth Management
Georgia
$380M +$48.6M +15% 452
AP
3370
Agilis Partners
Massachusetts
$380M +$102M +37% 29
CCM
3371
Callodine Capital Management
Massachusetts
$380M +$21M +6% 48
AAM
3372
Austin Asset Management
Texas
$380M +$37M +11% 64
NAMP
3373
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$379M +$32.1M +9% 147
HMCP
3374
Hook Mill Capital Partners
New York
$379M +$122M +48% 48
ZEP
3375
Zeno Equity Partners
United Kingdom
$379M 15