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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
CAM
3776
Cypress Asset Management
Texas
$455M +$15.4M +4% 5.07% 114% 108 5.56%
RFWA
3777
RPg Family Wealth Advisory
Massachusetts
$455M -$1.77M -0.4% 0.29% 90.4% 128 9.38%
LC
3778
Landaas & Company
Wisconsin
$455M +$14.5M +3% 2.6% 60.3% 134 14.18%
DF
3779
DecisionPoint Financial
Arizona
$454M +$25.6M +6% 1.82% 34.5% 749 15.49%
AC
3780
Almitas Capital
California
$454M +$17.3M +4% 1.45% 85.9% 123 60.16%
GSIAS
3781
Garden State Investment Advisory Services
New Jersey
$454M +$4.64M +1% 2.04% 71.5% 361 23.55%
EIA
3782
Eldridge Investment Advisors
New Hampshire
$454M +$14.9M +3% 1.65% 41.3% 165 9.09%
HCM
3783
Horiko Capital Management
New York
$454M +$31.7M +8% 11.2% 158% 17 0%
RCP
3784
Reverence Capital Partners
New York
$453M +$37.4M +9% 9% 5.38% 1 0%
BAG
3785
Bridgewealth Advisory Group
California
$453M +$21.5M +5% 1.35% 39.1% 139 15.83%
SWM
3786
Shakespeare Wealth Management
Wisconsin
$453M +$13.1M +3% 1.78% 49.6% 108 7.41%
NC
3787
Nitorum Capital
New York
$452M -$117M -21% 1.75% 55.1% 28 14.29%
CMAI
3788
Capital Management Associates Inc
Minnesota
$452M +$82.3M +22% 4.22% 164 19.51%
WAS
3789
Winch Advisory Services
Wisconsin
$452M +$7.68M +2% 2.1% 72.5% 532 5.45%
AWM
3790
Aries Wealth Management
Maine
$452M +$29M +7% 3.04% 75% 242 8.26%
RS
3791
Retirement Solution
Washington
$451M +$32.2M +8% 2.25% 52.9% 60 20%
SCA
3792
Scott Capital Advisors
Oregon
$451M +$9.61M +2% 0.99% 46.4% 54 5.56%
BHWA
3793
Beacon Harbor Wealth Advisors
Virginia
$451M +$23.1M +5% 8.13% 129% 86 37.21%
WFPG
3794
Waller Financial Planning Group
Ohio
$450M +$14.5M +3% 1.64% 40.9% 78 12.82%
IA
3795
IAM Advisory
Pennsylvania
$450M +$5.33M +1% 2.5% 74.5% 115 20.87%
MWM
3796
Marion Wealth Management
Pennsylvania
$450M +$28.3M +7% 1.21% 46% 146 8.22%
WWM
3797
Wiser Wealth Management
Georgia
$450M +$12.4M +3% 1.31% 46.7% 57 8.77%
CCT
3798
Capital City Trust
Florida
$450M +$40.9M +10% 1.57% 78% 118 9.32%
APC
3799
Aspire Private Capital
North Carolina
$450M -$5.4M -1% 1.87% 49.6% 184 13.59%
LWM
3800
Long Walk Management
Connecticut
$449M -$45.3M -9% 9.25% 261% 10 10%