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
EP
5876
EPIQ Partners
Minnesota
$139M +$6.96M +5% 74
TFG
5877
Team Financial Group
California
$139M +$18.3M +15% 237
BHBT
5878
Burke & Herbert Bank & Trust
Virginia
$139M +$15.6M +13% 128
GWCM
5879
Godshalk Welsh Capital Management
Pennsylvania
$139M +$6.75M +5% 121
MCM
5880
Mendel Capital Management
Arkansas
$139M +$17.4M +14% 94
OCM
5881
Once Capital Management
New York
$139M +$34M +32% 24
BCCM
5882
Blue Creek Capital Management
Hong Kong
$139M +$10.5M +8% 6
FNBOH
5883
First National Bank of Hutchinson
Kansas
$139M +$7.1M +5% 104
LHA
5884
Little Harbor Advisors
Massachusetts
$139M +$15.2M +12% 9
LI
5885
Latash Investments
Alaska
$139M +$21.8M +19% 21
JWM
5886
JPL Wealth Management
Colorado
$139M 100
GAA
5887
Green Alpha Advisors
Colorado
$139M +$8.55M +7% 163
EPIM
5888
Equinox Partners Investment Management
Connecticut
$139M +$2.99M +2% 13
BCM
5889
Brightlight Capital Management
Connecticut
$139M -$3.77M -3% 11
AFR
5890
Applied Fundamental Research
Massachusetts
$139M +$1.01M +0.7% 12
BWG
5891
Boomfish Wealth Group
Georgia
$139M 83
CA
5892
CV Advisors
Florida
$139M +$13M +10% 22
WAM
5893
Walker Asset Management
Missouri
$138M +$26.1M +23% 134
FOFP
5894
Fee-Only Financial Planning
South Carolina
$138M +$14.3M +12% 42
KIA
5895
KLR Investment Advisors
Rhode Island
$138M +$28.3M +26% 211
4FG
5896
4Thought Financial Group
New York
$138M +$14M +11% 117
LWM
5897
Lakeridge Wealth Management
Ohio
$138M 130
IWP
5898
Invenio Wealth Partners
Florida
$138M +$28.4M +26% 101
KNFPWM
5899
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$138M 56
LCM
5900
LCM Capital Management
Illinois
$138M +$15.7M +13% 90