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
WA
4151
WP Advisors
California
$142M +$39.3M +38% 69
RRC
4152
Relaxing Retirement Coach
Massachusetts
$142M -$20.2M -12% 50
MCP
4153
Martin Capital Partners
Oregon
$142M +$10.9M +8% 66
LWM
4154
Liberty Wealth Management
California
$142M +$27.6M +24% 1,030
CCP
4155
Cunning Capital Partners
North Carolina
$142M +$33.8M +31% 32
WBC
4156
West Branch Capital
Massachusetts
$142M +$37.2M +36% 87
MWC
4157
MBM Wealth Consultants
Missouri
$142M +$21M +17% 217
SAM
4158
Secure Asset Management
Michigan
$142M +$48.9M +53% 166
EA
4159
Elm Advisors
California
$142M +$19.7M +16% 84
PBO
4160
Peoples Bank (Ohio)
Ohio
$142M +$20.4M +17% 93
EW
4161
Emerson Wealth
Michigan
$141M +$28.9M +26% 23
SIGI
4162
Susquehanna International Group (Ireland)
Ireland
$141M +$19.2M +16% 41
BOCM
4163
Bontempo Ohly Capital Management
Maryland
$141M +$21.2M +18% 35
OAJ
4164
Ogorek Anthony Joseph
New York
$141M -$42.7M -23% 227
EWM
4165
EPG Wealth Management
Georgia
$141M +$4.88M +4% 866
OR
4166
Olympiad Research
Connecticut
$141M +$41.8M +42% 437
C
4167
Cerebellum
California
$141M 471
SCM
4168
Stanley Capital Management
Texas
$141M +$24.1M +21% 42
XSC
4169
X-Square Capital
Puerto Rico
$141M +$40.5M +40% 105
HFS
4170
Howard Financial Services
Texas
$141M +$27.8M +25% 130
VBFP
4171
Valtinson Bruner Financial Planning
Minnesota
$141M +$16.8M +14% 83
RCM
4172
Rain Capital Management
Oregon
$141M +$41M +41% 36
ACM
4173
Ariose Capital Management
Hong Kong
$141M -$68.1M -33% 54
JWBC
4174
John W. Brooker & Co
California
$140M +$1.61M +1% 180
FAAM
4175
First Ascent Asset Management
Colorado
$140M -$5.42M -4% 36