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
SWP
5476
Significant Wealth Partners
Illinois
$178M +$25.6M +17% 163
EWA
5477
Etesian Wealth Advisors
Oregon
$178M +$3.61M +2% 118
ORC
5478
O'Rourke & Company
Massachusetts
$178M +$5.42M +3% 146
DFG
5479
Delphi Financial Group
Delaware
$178M +$23M +15% 24
WF
5480
Wayfinding Financial
Washington
$178M +$6.71M +4% 131
EW
5481
Element Wealth
Mississippi
$178M +$6.73M +4% 294
BWM
5482
Birchcreek Wealth Management
Ohio
$178M -$12.6M -7% 176
HP
5483
Holowesko Partners
Bahamas
$177M -$67.1M -27% 26
CWM
5484
CCG Wealth Management
California
$177M +$11.3M +7% 76
TWM
5485
Trueblood Wealth Management
Ohio
$177M +$2.57M +1% 229
WAM
5486
WFA Asset Management
Wisconsin
$177M -$14.2M -7% 244
PPA
5487
Painted Porch Advisors
California
$177M +$13.4M +8% 403
PPWM
5488
Paragon Private Wealth Management
Kentucky
$177M +$8.9M +5% 162
FWP
5489
Firethorn Wealth Partners
Georgia
$177M +$7.19M +4% 155
COA
5490
Crown Oak Advisors
California
$177M -$4.68M -3% 22
CP
5491
Camelot Portfolios
Ohio
$177M +$74.4M +73% 600
1CM
5492
1492 Capital Management
Wisconsin
$177M -$2.96M -2% 111
UMC
5493
UNC Management Company
North Carolina
$177M +$54.6M +45% 3
WQ
5494
Wealth Quarterback
New Jersey
$176M -$2.6M -1% 134
TC
5495
TAGStone Capital
North Carolina
$176M +$5.59M +3% 92
FFO
5496
Fortitude Family Office
Arizona
$176M +$27.7M +19% 1,085
SIMC
5497
Squire Investment Management Company
Utah
$176M +$17.6M +11% 55
IAIM
5498
Industrial Alliance Investment Management
Quebec, Canada
$176M +$37.4M +27% 15
HBT
5499
Heartland Bank & Trust
Illinois
$176M +$4.25M +2% 153
SCM
5500
Sterneck Capital Management
Missouri
$176M +$8.86M +5% 98