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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
RWA
4026
Roberts Wealth Advisors
California
$324M -$4.88M -1% 108
BF
4027
Brooklyn FI
New York
$324M +$23.6M +8% 67
RPA
4028
Rock Point Advisors
Vermont
$324M -$18.8M -5% 112
RAM
4029
RJA Asset Management
Connecticut
$324M -$92.2M -22% 4
CCP
4030
Caden Capital Partners
California
$324M -$3.85M -1% 13
SA
4031
SRH Advisors
Kansas
$324M -$13.2M -4% 290
MAG
4032
Mokosak Advisory Group
Iowa
$324M -$9.57M -3% 36
EFMC
4033
Empire Financial Management Company
New York
$324M +$3.02M +0.9% 205
MCA
4034
MSH Capital Advisors
Arizona
$323M +$5.75M +2% 237
WHAM
4035
Windmill Hill Asset Management
United Kingdom
$323M +$17.6M +6% 29
MM
4036
Meridian Management
Arkansas
$323M -$56.4M -15% 100
PWS
4037
Peterson Wealth Services
Utah
$323M -$10.3M -3% 231
TI
4038
tru Independence
Oregon
$322M +$3.85M +1% 118
CW
4039
Channel Wealth
California
$322M +$14.8M +5% 178
SWA
4040
Strata Wealth Advisors
Texas
$322M +$3.13M +1% 80
TWP
4041
Triad Wealth Partners
Kansas
$322M +$44.8M +16% 226
BWM
4042
Buckley Wealth Management
Nevada
$321M -$5.18M -2% 105
MPPLM
4043
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$321M -$13.5M -4% 159
XWM
4044
Xcel Wealth Management
Florida
$321M -$39.9M -11% 136
SWK
4045
Stephen W. Kidder
$321M -$11.5M -3% 72
GF
4046
Gray Foundation
New York
$321M -$30M -9% 14
GCM
4047
Galibier Capital Management
Ontario, Canada
$321M -$29.7M -8% 40
CFO
4048
Colony Family Offices
North Carolina
$321M +$2.27M +0.7% 79
SA
4049
Shilanski & Associates
Alaska
$321M +$8.84M +3% 114
LEFP
4050
Leading Edge Financial Planning
Tennessee
$320M +$15.3M +5% 60