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
OA
3851
Operose Advisors
Wisconsin
$429M +$28M +7% 501
WCM
3852
Winthrop Capital Management
Indiana
$429M +$15.6M +4% 399
WAS
3853
Wealth Advisory Solutions
Indiana
$429M +$16.2M +4% 150
ECA
3854
Elevated Capital Advisors
Utah
$429M +$26.9M +7% 834
DM
3855
Diversified Management
Wisconsin
$428M 177
SWG
3856
Summit Wealth Group
Vermont
$428M +$14.8M +4% 121
MFS
3857
Mattson Financial Services
Michigan
$428M +$10M +2% 202
AHL
3858
Abel Hall LLC
Louisiana
$428M +$181M +73% 744
APWA
3859
Atlas Private Wealth Advisors
New Jersey
$428M +$19.7M +5% 140
MVP
3860
Medina Value Partners
California
$428M -$24K -0% 35
TFP
3861
Triune Financial Partners
Kansas
$428M +$30.8M +8% 50
BI
3862
Ballast Inc
Kentucky
$427M +$16.5M +4% 140
PRP
3863
Peak Retirement Planning
Ohio
$427M +$72M +20% 156
FFO
3864
Fortitude Family Office
Arizona
$427M +$57.4M +16% 2,172
TA
3865
TRB Advisors
New York
$427M -$69.4M -14% 14
WHAM
3866
Windmill Hill Asset Management
United Kingdom
$427M +$45.5M +12% 28
AWM
3867
Abound Wealth Management
Tennessee
$427M +$27.4M +7% 1,507
CD
3868
Chapin Davis
Maryland
$427M +$19.4M +5% 263
VBA
3869
von Borstel & Associates
Oregon
$427M -$225M -35% 171
EPAM
3870
Evelyn Partners Asset Management
$426M -$16.7M -4% 299
WFI
3871
West Family Investments
California
$426M -$21.8M -5% 394
ACA
3872
Aspire Capital Advisors
Washington
$426M +$20.3M +5% 127
OWP
3873
ORG Wealth Partners
Texas
$426M -$44.8M -10% 696
FIG
3874
Fortress Investment Group
New York
$425M -$322M -43% 72
SWRP
3875
Summit Wealth & Retirement Planning
California
$425M +$17.8M +4% 112