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
WPEP
5876
Walnut Private Equity Partners
Nebraska
$121M +$6.5M +6% 18
AA
5877
Aufman Associates
Pennsylvania
$121M +$3.75M +3% 43
EA
5878
Echo45 Advisors
California
$121M +$664K +0.6% 54
RFP
5879
RCS Financial Planning
Maryland
$121M +$8.47M +8% 49
FB
5880
First Bancorp
Maine
$121M +$4.45M +4% 112
SAMC
5881
Spectrum Asset Management (Connecticut)
Connecticut
$121M -$8.02M -6% 7
GCL
5882
Gouws Capital LLC
North Carolina
$121M +$9.29M +8% 47
WAM
5883
Walker Asset Management
Missouri
$121M +$5.76M +5% 100
AWMT
5884
AAFMAA Wealth Management & Trust
North Carolina
$121M -$3.61M -3% 53
ASI
5885
Advisory Services & Investments
Oregon
$121M +$10.9M +10% 40
HIA
5886
HTG Investment Advisors
Connecticut
$121M +$11.4M +10% 54
DJYG
5887
David J. Yvars Group
Florida
$121M +$10.4M +9% 89
BW
5888
Basepoint Wealth
Iowa
$121M +$1.14M +0.9% 96
TFP
5889
TrueWealth Financial Partners
Washington
$121M +$4.95M +4% 17
MFA
5890
McClarren Financial Advisors
Pennsylvania
$121M +$10.9M +10% 491
MHWM
5891
Montz Harcus Wealth Management
Louisiana
$121M +$12.6M +12% 60
YEPX
5892
Yorktown Energy Partners X
New York
$121M +$16.8M +16% 5
FPW
5893
Flagship Private Wealth
Massachusetts
$121M +$8.88M +8% 76
KFA
5894
Kapstone Financial Advisors
Ohio
$121M +$9.89M +9% 105
VBWMG
5895
Von Berge Wealth Management Group
California
$121M +$8.84M +8% 66
CRIG
5896
Charter Research & Investment Group
Connecticut
$121M +$6.37M +6% 79
JCA
5897
Jade Capital Advisors
New Jersey
$121M +$50.4M +72% 86
IWP
5898
Insight Wealth Partners
Texas
$120M +$9.49M +9% 72
ARC
5899
Arias Resource Capital
Cayman Islands
$120M -$25M -17% 1
ALWM
5900
Andrews Lucia Wealth Management
California
$120M +$7.37M +7% 26