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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
FRA
3926
Front Row Advisors
California
$161M +$13.3M +9% 1,053
RG
3927
Retirement Group
California
$161M 678
XWM
3928
Xcel Wealth Management
Florida
$161M +$50.3M +45% 102
CPIA
3929
Cornell Pochily Investment Advisors
New York
$161M +$26.3M +19% 142
RWP
3930
Reliant Wealth Planning
Kentucky
$161M -$30.6M -16% 11
SGMP
3931
Spark Growth Management Partners
Massachusetts
$161M +$21.8M +16% 1
SHWM
3932
Smith & Howard Wealth Management
Georgia
$161M +$4.06M +3% 70
LP
3933
LGL Partners
Pennsylvania
$161M +$8.81M +6% 95
WFG
3934
Wills Financial Group
Virginia
$161M +$20.4M +15% 53
TW
3935
Towerpoint Wealth
California
$161M +$34.4M +27% 69
T
3936
Tinicum
New York
$161M +$69.8M +77% 3
VFM
3937
Vivid Financial Management
California
$160M +$83.8M +110% 106
DSN
3938
D. Scott Neal
Kentucky
$160M -$6.71M -4% 41
SC
3939
Steginsky Capital
New York
$160M +$16.2M +11% 8
TCCM
3940
Timber Creek Capital Management
Massachusetts
$160M +$22.5M +16% 132
CA
3941
Continuum Advisory
Idaho
$159M +$11M +7% 163
PCMK
3942
Paragon Capital Management (Kansas)
Kansas
$159M +$20.4M +15% 194
THWM
3943
Taylor Hoffman Wealth Management
Virginia
$159M +$55.3M +53% 402
VFPI
3944
Vantage Financial Partners (Illinois)
Illinois
$159M +$20.5M +15% 75
LAS
3945
Lloyd Advisory Services
Georgia
$159M +$23.8M +18% 359
LFA
3946
Legend Financial Advisors
Pennsylvania
$159M +$47.6M +43% 38
BI
3947
Ballast Inc
Kentucky
$159M +$18.2M +13% 89
HAFS
3948
Hapanowicz & Associates Financial Services
Pennsylvania
$159M +$18.6M +13% 19
DLG
3949
Daniel L. Goodwin
$159M +$35M +28% 94
NAM
3950
Nationwide Asset Management
Ohio
$159M +$87.3M +122% 10