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
OIM
6226
Opus Investment Management
Massachusetts
$142M -$12.5M -8% 38
VWA
6227
VERITY Wealth Advisors
United States
$142M +$8.73M +7% 76
EC
6228
EdgeRock Capital
Colorado
$142M +$13M +10% 299
CCM
6229
Crabel Capital Management
California
$142M +$60.7M +75% 49
FA
6230
Financial Alternatives
California
$142M +$9.07M +7% 85
LAIC
6231
Lederer & Associates Investment Counsel
California
$142M +$3.9M +3% 88
LC
6232
Lakehouse Capital
Australia
$142M -$623K -0.4% 14
ZRP
6233
Zynergy Retirement Planning
New Jersey
$142M +$11.3M +9% 129
PS
6234
Pennant Select
New Jersey
$142M -$588K -0.4% 10
GWM
6235
Guardian Wealth Management
Illinois
$142M +$11.1M +8% 253
MMRF
6236
Michelson Medical Research Foundation
California
$142M +$25.5M +22% 29
UWM
6237
Udine Wealth Management
Florida
$142M -$1.82M -1% 30
PWM
6238
Partnership Wealth Management
Maryland
$142M +$6.17M +5% 223
FF
6239
Farrell Financial
New York
$142M +$13.2M +10% 71
SGEFP
6240
SIG Growth Equity Funds Partnership
Delaware
$142M +$37.4M +36% 1
RCWM
6241
Royal Capital Wealth Management
Indiana
$142M +$8.76M +7% 99
SCM
6242
Sheridan Capital Management
California
$142M +$6.98M +5% 27
PA
6243
Promethium Advisors
Maryland
$142M 133
MSK
6244
Melissa S. Kampmann
$141M +$4.51M +3% 41
WWM
6245
Whalen Wealth Management
Nevada
$141M +$15.2M +12% 146
BFA
6246
Brown Financial Advisory
Alabama
$141M +$11.3M +9% 37
RLWM
6247
RF&L Wealth Management
Massachusetts
$141M +$9.88M +8% 59
AWP
6248
Avid Wealth Partners
Texas
$141M +$12.6M +10% 46
CV
6249
Counterweight Ventures
North Carolina
$141M +$8.86M +7% 70
LG
6250
LAM Group
Oregon
$141M +$22.6M +19% 133