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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
RFG
4276
RFP Financial Group
Georgia
$307M +$36.8M +14% 6.24% 53.2% 916 88.43%
FIM
4277
Fernwood Investment Management
Massachusetts
$307M -$15.6M -5% 7.82% 83.4% 208 13.94%
HAC
4278
Harbor Advisory Corp
New Hampshire
$306M +$16.8M +6% 6.22% 63.2% 92 10.87%
IP
4279
Indigo Partners
Arizona
$306M +$12.8M +4% 4.57% 2.56% 2 0%
BHWM
4280
Bay Harbor Wealth Management
Maryland
$306M +$19.2M +7% 5.23% 47.9% 181 16.57%
T
4281
TrueFG
Texas
$306M +$29.2M +11% 6.94% 51.4% 53 9.43%
PWC
4282
PYA Waltman Capital
Tennessee
$306M +$33.7M +12% 7.88% 62.4% 74 12.16%
EWM
4283
Elevatus Welath Management
New York
$306M +$38.6M +14% 7.46% 261% 121 29.75%
LC
4284
Legacy CG
Texas
$306M +$12.2M +4% 5.07% 61.2% 64 35.94%
SC
4285
Stolper & Co
Oklahoma
$306M +$21.6M +8% 9.53% 70.5% 90 4.44%
PI
4286
Point72 Italy
Italy
$306M +$74.6M +32% 6.05% 42 69.05%
PG
4287
Prostatis Group
Maryland
$306M +$20.5M +7% 5.48% 72.9% 159 25.79%
CSWG
4288
Cardinal Strategic Wealth Guidance
Kentucky
$305M +$28.1M +10% 4.75% 67.3% 79 26.58%
LL
4289
LPWM LLC
Minnesota
$305M +$15.8M +5% 6.18% 54.3% 79 5.06%
HCP
4290
Hiddenite Capital Partners
New York
$305M -$13.9M -4% 17.5% 523% 59 66.1%
NWM
4291
Northcape Wealth Management
New York
$305M +$27.8M +10% 7.95% 66% 133 3.76%
FAFC
4292
First American Financial Corporation
California
$305M +$9.16M +3% 5.31% 4 25%
WC
4293
Weil Company
California
$305M +$31M +11% 9.54% 60.7% 156 14.74%
HWMO
4294
Heritage Wealth Management (Ohio)
Ohio
$305M +$6.67M +2% 7.45% 234 8.12%
AGDI
4295
Absolute Gestao de Investimentos
Brazil
$305M +$112M +58% 2.86% 56 69.64%
MSCM
4296
McElhenny Sheffield Capital Management
Texas
$305M +$14.9M +5% 6.08% 86.3% 109 22.94%
SIA
4297
Sovereign Investment Advisors
Arizona
$305M +$36.7M +14% 4.45% 43.7% 36 13.89%
LC
4298
Lodbrok Capital
United Kingdom
$305M -$159M -34% 19.3% 25.9% 5 0%
AAI
4299
American Assets Inc
California
$305M +$32.5M +12% 11.3% 63.2% 18 44.44%
GWSA
4300
Global Wealth Strategies & Associates
Colorado
$304M +$25.8M +9% 5.61% 62.5% 380 12.11%