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
YEPI
7151
Yorktown Energy Partners IX
New York
$123M +$65.8M +115% 2
VFP
7152
Vested Financial Planning
California
$123M +$10.9M +10% 30
ECP
7153
Epacria Capital Partners
Colorado
$123M +$3.47M +3% 34
EWP
7154
Equity Wealth Partners
Missouri
$123M 80
LWM
7155
Lighthouse Wealth Management
Ohio
$123M +$7.64M +7% 45
DFA
7156
Davies Financial Advisors
California
$123M -$5.62M -4% 77
SCM
7157
Stonepine Capital Management
Oregon
$123M +$21.5M +21% 77
MCFP
7158
Mallini Complete Financial Planning
Florida
$123M +$43.8M +55% 63
MAFA
7159
MJT & Associates Financial Advisory
Minnesota
$123M +$42.3M +52% 526
OFO
7160
OneAscent Family Office
Alabama
$123M +$17.2M +16% 168
CCP
7161
Crocodile Capital Partners
Germany
$123M +$63.3M +106% 12
SEA
7162
Stegent Equity Advisors
Texas
$123M +$9.89M +9% 118
AA
7163
ArborFi Advisors
Michigan
$123M +$9.23M +8% 50
BC
7164
Blantyre Capital
United Kingdom
$122M -$9.09M -7% 1
AWF
7165
Alpha Wealth Funds
Utah
$122M +$15.3M +14% 62
BAWC
7166
Boyce & Associates Wealth Consulting
Texas
$122M +$12.7M +12% 79
LIP
7167
Landmark Investment Partners
Florida
$122M -$101M -45% 79
OIM
7168
Orca Investment Management
Oregon
$122M +$11.2M +10% 61
KFG
7169
Kropog Financial Group
Louisiana
$122M +$7.72M +7% 31
EFG
7170
Elm3 Financial Group
Georgia
$122M +$1.7M +1% 116
MPCA
7171
Madison Park Capital Advisors
Washington
$122M +$3.02M +3% 65
SKK
7172
Shepherd Kaplan Krochuk
Massachusetts
$122M +$6.74M +6% 61
WA
7173
Wilmar Advisors
Florida
$122M +$17.6M +17% 23
UAML
7174
US Asset Management LLC
Pennsylvania
$122M +$6.36M +6% 124
TIP
7175
Tandem Investment Partners
New Jersey
$122M +$7.05M +6% 73