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
BAWC
7201
Boyce & Associates Wealth Consulting
Texas
$122M +$12.7M +12% 79
LIP
7202
Landmark Investment Partners
Florida
$122M -$101M -45% 79
OIM
7203
Orca Investment Management
Oregon
$122M +$11.2M +10% 61
KFG
7204
Kropog Financial Group
Louisiana
$122M +$7.72M +7% 31
EFG
7205
Elm3 Financial Group
Georgia
$122M +$1.7M +1% 116
MPCA
7206
Madison Park Capital Advisors
Washington
$122M +$3.02M +3% 65
SKK
7207
Shepherd Kaplan Krochuk
Massachusetts
$122M +$6.74M +6% 61
WA
7208
Wilmar Advisors
Florida
$122M +$17.6M +17% 23
UAML
7209
US Asset Management LLC
Pennsylvania
$122M +$6.36M +6% 124
TIP
7210
Tandem Investment Partners
New Jersey
$122M +$7.05M +6% 73
SA
7211
swisspartners Advisors
Switzerland
$122M +$15.6M +15% 25
GHC
7212
Great Hill Capital
New York
$122M 38
FF
7213
Fortitude Financial
Washington
$122M +$9.03M +8% 34
JBW
7214
Journey Beyond Wealth
Georgia
$122M +$2.99M +3% 31
VWM
7215
VanWeelden Wealth Management
Ohio
$122M 19
WCM
7216
WealthTrak Capital Management
Virginia
$121M +$1.79M +1% 938
OWA
7217
ORBA Wealth Advisors
Illinois
$121M +$11.7M +11% 79
AWM
7218
Alterna Wealth Management
Texas
$121M -$3.41M -3% 116
RCA
7219
Runnymede Capital Advisors
Ohio
$121M +$12.9M +12% 74
ARA
7220
Alexander Randolph Advisory
Virginia
$121M +$9.7M +9% 53
VAM
7221
Virtue Asset Management
Illinois
$121M 95
AFA
7222
Allium Financial Advisors
Oregon
$121M +$6.07M +5% 94
II
7223
Ibex Investors
Colorado
$121M +$23M +24% 16
TWA
7224
Talisman Wealth Advisors
New Jersey
$121M +$11.2M +10% 118
DFP
7225
Defined Financial Planning
California
$121M +$7.99M +7% 76