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
WQ
5501
Wealth Quarterback
New Jersey
$211M +$33.2M +19% 144
I
5502
IMPACTfolio
Colorado
$211M +$20.6M +11% 37
BCA
5503
Ballentine Capital Advisors
South Carolina
$211M +$13.8M +7% 30
OFA
5504
Onyx Financial Advisors
Idaho
$211M +$21.9M +12% 18
SI
5505
Stash Investments
New York
$211M +$24.1M +13% 5
MIM
5506
Meros Investment Management
Texas
$211M +$40.4M +24% 44
LB
5507
Legacy Bridge
Iowa
$211M +$31.5M +18% 349
CP
5508
Creekside Partners
California
$211M +$19.6M +10% 173
NERM
5509
New England Research & Management
Illinois
$211M +$13.7M +7% 176
LFPWM
5510
Leicht Financial Planning & Wealth Management
New Jersey
$211M +$19.3M +10% 19
LC
5511
Littlejohn & Co
Connecticut
$210M +$18.5M +10% 23
FC
5512
FACT Capital
New York
$210M -$222K -0.1% 21
RMP
5513
Richards, Merrill & Peterson
Washington
$210M +$18M +9% 500
MAWAG
5514
Mid-American Wealth Advisory Group
Missouri
$210M +$23.8M +13% 342
EBWM
5515
Eagle Bluffs Wealth Management
Missouri
$210M +$21M +11% 78
SIA
5516
SGL Investment Advisors
Montana
$210M +$16.5M +9% 127
MLM
5517
Mount Lucas Management
Pennsylvania
$210M -$2.46M -1% 192
FWM
5518
FMB Wealth Management
California
$210M +$29.3M +16% 87
SWM
5519
StoneCrest Wealth Management
Arizona
$210M +$52.5M +33% 76
CWM
5520
Chicago Wealth Management
Illinois
$210M +$19M +10% 54
CIS
5521
Custom Index Systems
New York
$210M +$12.3M +6% 300
TCOK
5522
Trust Company of Kansas
Kansas
$210M +$21.8M +12% 61
VWM
5523
Vermillion Wealth Management
Minnesota
$209M -$131M -39% 1,373
VAM
5524
Verity Asset Management
North Carolina
$209M -$36.4M -15% 218
SIP
5525
Sellwood Investment Partners
Oregon
$209M +$17.7M +9% 49