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
LIP
7201
Landmark Investment Partners
Florida
$122M -$101M -45% 79
OIM
7202
Orca Investment Management
Oregon
$122M +$11.2M +10% 61
KFG
7203
Kropog Financial Group
Louisiana
$122M +$7.72M +7% 31
EFG
7204
Elm3 Financial Group
Georgia
$122M +$1.7M +1% 116
MPCA
7205
Madison Park Capital Advisors
Washington
$122M +$3.02M +3% 65
SKK
7206
Shepherd Kaplan Krochuk
Massachusetts
$122M +$6.74M +6% 61
WA
7207
Wilmar Advisors
Florida
$122M +$17.6M +17% 23
UAML
7208
US Asset Management LLC
Pennsylvania
$122M +$6.36M +6% 124
TIP
7209
Tandem Investment Partners
New Jersey
$122M +$7.05M +6% 73
SA
7210
swisspartners Advisors
Switzerland
$122M +$15.6M +15% 25
GHC
7211
Great Hill Capital
New York
$122M 38
FF
7212
Fortitude Financial
Washington
$122M +$9.03M +8% 34
JBW
7213
Journey Beyond Wealth
Georgia
$122M +$2.99M +3% 31
VWM
7214
VanWeelden Wealth Management
Ohio
$122M 19
WCM
7215
WealthTrak Capital Management
Virginia
$121M +$1.79M +1% 938
OWA
7216
ORBA Wealth Advisors
Illinois
$121M +$11.7M +11% 79
AWM
7217
Alterna Wealth Management
Texas
$121M -$3.41M -3% 116
RCA
7218
Runnymede Capital Advisors
Ohio
$121M +$12.9M +12% 74
ARA
7219
Alexander Randolph Advisory
Virginia
$121M +$9.7M +9% 53
VAM
7220
Virtue Asset Management
Illinois
$121M 95
AFA
7221
Allium Financial Advisors
Oregon
$121M +$6.07M +5% 94
II
7222
Ibex Investors
Colorado
$121M +$23M +24% 16
TWA
7223
Talisman Wealth Advisors
New Jersey
$121M +$11.2M +10% 118
DFP
7224
Defined Financial Planning
California
$121M +$7.99M +7% 76
AAA
7225
AG Asset Advisory
California
$121M +$5.47M +5% 26