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
WWM
4376
WT Wealth Management
Arizona
$348M +$319K +0.1% 150
VBFP
4377
Valtinson Bruner Financial Planning
Minnesota
$348M +$10M +3% 175
OPW
4378
Osprey Private Wealth
New York
$347M +$72.3M +26% 81
LODC
4379
Lanham O'Dell & Company
West Virginia
$347M +$33.3M +11% 47
SA
4380
SRH Advisors
Kansas
$347M +$4.77M +1% 299
AWA
4381
Acumen Wealth Advisors
Tennessee
$347M 525
FMB
4382
Field & Main Bank
Kentucky
$347M +$8.47M +3% 271
SC
4383
Steph & Co
Wisconsin
$347M +$19.5M +6% 342
BIP
4384
Bouvel Investment Partners
Pennsylvania
$347M +$20.2M +6% 88
EL
4385
EQ LLC
Washington
$347M +$52.2M +18% 79
APM
4386
Avidity Partners Management
Texas
$347M -$92.7M -21% 54
BAM
4387
Blueshift Asset Management
New Jersey
$347M +$22.1M +7% 684
BWAM
4388
Boyd Watterson Asset Management
Ohio
$346M +$10.6M +3% 427
NCM
4389
Neumann Capital Management
California
$346M +$4.23M +1% 105
PIA
4390
PineBridge Investments Asia
$346M 7
NL
4391
NKCFO LLC
Illinois
$346M +$13.7M +4% 125
PC
4392
Prevatt Capital
Bahamas
$346M +$51.6M +18% 12
JIC
4393
JRM Investment Counsel
Nebraska
$346M +$11.7M +3% 21
MCG
4394
McCollum Christoferson Group
New York
$346M -$3.3M -0.9% 75
KWM
4395
Kaydan Wealth Management
Michigan
$346M -$4.53M -1% 114
OPW
4396
Oxler Private Wealth
New York
$345M +$1.63M +0.5% 92
BWCS
4397
Beirne Wealth Consulting Services
Connecticut
$345M -$71.5M -17% 229
LAM
4398
LOM Asset Management
$345M +$17.3M +5% 282
CPIA
4399
Cornell Pochily Investment Advisors
New York
$345M +$10M +3% 189
PFA
4400
Pathway Financial Advisers
Indiana
$345M +$2.15M +0.6% 377