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
WPWM
5701
Western Pacific Wealth Management
Illinois
$122M -$10.2M -8% 288
MCM
5702
Mendel Capital Management
Arkansas
$122M -$3.25M -3% 93
BAM
5703
Beaumont Asset Management
Texas
$122M -$10.1M -8% 72
WAL
5704
W Advisors LLC
Tennessee
$122M -$5.96M -5% 108
TWP
5705
Tower Wealth Partners
Pennsylvania
$122M -$3.08M -2% 51
EPCA
5706
Elizabeth Park Capital Advisors
Ohio
$122M -$15.6M -11% 52
TFP
5707
TrueWealth Financial Partners
Washington
$122M +$701K +0.6% 17
DAM
5708
Diamant Asset Management
Connecticut
$122M -$9.26M -7% 70
LODC
5709
Lanham O'Dell & Company
West Virginia
$122M +$11.1M +10% 18
BA
5710
Ballew Advisors
Mississippi
$121M -$17M -12% 113
PWM
5711
Peterson Wealth Management
Nevada
$121M -$4.76M -4% 69
YWM
5712
Yoder Wealth Management
California
$121M -$5.73M -5% 84
LAM
5713
LifePro Asset Management
California
$121M -$8.47M -7% 129
3C
5714
325 Capital
New York
$121M -$30.5M -20% 9
WAM
5715
Werlinich Asset Management
Connecticut
$121M -$3.46M -3% 58
TFG
5716
Team Financial Group
California
$121M 207
PFG
5717
Prosperity Financial Group
California
$121M +$7.47M +7% 142
PPWM
5718
Paragon Private Wealth Management
Kentucky
$121M -$4.64M -4% 135
SFSG
5719
Sound Financial Strategies Group
Mississippi
$121M -$15.9M -12% 85
BAM
5720
Byrne Asset Management
New Jersey
$121M -$32.9M -21% 677
SCM
5721
Stadium Capital Management
Connecticut
$121M +$5.28M +5% 13
RCF
5722
Rainwater Charitable Foundation
Texas
$121M -$16.7M -12% 4
ECP
5723
Epacria Capital Partners
Colorado
$121M -$1.41M -1% 62
BDAM
5724
Blue Door Asset Management
Connecticut
$121M -$4.05M -3% 23
AC
5725
AIFG Consultants
New York
$121M -$3.99M -3% 41