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
EPP
3901
ETF Portfolio Partners
Kansas
$238M +$11.5M +5% 51
JWM
3902
Jeppson Wealth Management
California
$238M +$17.2M +8% 215
SCM
3903
Stonepine Capital Management
Oregon
$238M +$15.3M +7% 25
CSUI
3904
Cincinnati Specialty Underwriters Insurance
Ohio
$238M +$20M +9% 39
BCM
3905
Beck Capital Management
Texas
$238M +$4.08M +2% 153
MWM
3906
Marion Wealth Management
Pennsylvania
$237M +$42.3M +22% 105
AFA
3907
Arlington Financial Advisors
California
$237M +$40.8M +21% 68
SM
3908
Soapstone Management
Maryland
$237M -$11.3M -5% 21
RWI
3909
Red Wave Investments
Pennsylvania
$237M +$5.61M +2% 102
RCP
3910
Reverence Capital Partners
New York
$237M +$160M +209% 2
FHC
3911
Forest Hill Capital
Arkansas
$237M +$2.62M +1% 47
NC
3912
Nokomis Capital
Texas
$237M +$13.2M +6% 65
M2MC
3913
Matthew 25 Management Corp
Pennsylvania
$237M -$5.98M -2% 25
DBRC
3914
D.B. Root & Company
Pennsylvania
$237M +$17.1M +8% 165
PRWA
3915
Platte River Wealth Advisors
Colorado
$237M +$12.9M +6% 90
WSIB
3916
Washington State Investment Board
Washington
$237M +$31.5M +15% 2
WAM
3917
Wakefield Asset Management
Colorado
$237M +$18.8M +9% 194
LRIA
3918
Leonard Rickey Investment Advisors
Washington
$236M +$23.1M +11% 71
RCP
3919
Rothschild Capital Partners
New York
$236M +$18.9M +9% 32
GPA
3920
Guidance Point Advisors
Massachusetts
$236M +$17.1M +8% 88
HA
3921
Herold Advisors
New York
$236M +$30.4M +15% 212
MC
3922
Muhlenkamp & Co
Pennsylvania
$236M +$12.1M +5% 29
FWM
3923
Fairhaven Wealth Management
Illinois
$235M +$11.7M +5% 128
OFS
3924
OneAscent Financial Services
Alabama
$235M -$16.7M -7% 251
TGI
3925
TRV GP IV
Massachusetts
$235M +$64M +37% 5