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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
RFMS
4401
RWQ Financial Management Services
Florida
$289M +$12.6M +5% 6.03% 415% 27 37.04%
FP
4402
Financial Perspectives
Minnesota
$288M +$17.7M +7% 7.16% 87.8% 692 2.6%
SCP
4403
Silverleafe Capital Partners
Tennessee
$288M -$3.66M -1% 0.93% 82.8% 92 27.17%
LPAM
4404
Legion Partners Asset Management
California
$288M -$35.8M -11% 3.09% 95.5% 16 31.25%
IAG
4405
Investment Advisory Group
Massachusetts
$288M +$29.4M +11% 6.52% 50.3% 176 10.8%
AWC
4406
Adamsbrown Wealth Consultants
Kansas
$288M +$31.3M +12% 5.16% 55.8% 94 11.7%
CPIA
4407
Cornell Pochily Investment Advisors
New York
$288M +$25M +10% 7.84% 83.7% 177 7.34%
CA
4408
Centerpoint Advisors
Massachusetts
$288M +$10.1M +4% 5.82% 61.2% 500 13%
AFGAS
4409
Allegiance Financial Group Advisory Services
Virginia
$287M +$26.1M +10% 5.8% 62.6% 82 15.85%
LSA
4410
Lion Street Advisors
Texas
$287M +$17M +6% 8.7% 38% 282 14.89%
OPW
4411
Oxler Private Wealth
New York
$287M +$16.8M +6% 4.97% 87.3% 87 5.75%
VM
4412
VPR Management
Texas
$287M +$19.4M +7% 7.84% 60.8% 57 12.28%
VBFP
4413
Valtinson Bruner Financial Planning
Minnesota
$287M +$34.9M +14% 5.51% 33.4% 141 13.48%
HJIM
4414
Henry James International Management
New York
$287M +$4.35M +2% 5.42% 123% 102 4.9%
HC
4415
Hendley & Co
Ohio
$287M +$8.28M +3% 4.9% 54.8% 57 12.28%
RWI
4416
Red Wave Investments
Pennsylvania
$287M +$15.7M +6% 5.67% 47% 112 9.82%
BWM
4417
Buska Wealth Management
Wisconsin
$287M +$35.8M +14% 5.23% 63 20.63%
VFIC
4418
Valley Forge Investment Consultants
Pennsylvania
$287M +$22.4M +8% 6.67% 51.3% 90 11.11%
CFC
4419
Coyle Financial Counsel
Illinois
$287M +$7.05M +3% 5.07% 46.8% 80 20%
GPC
4420
Greenstone Partners & Co
California
$287M +$47.2M +20% 25.8% 492% 9 0%
MTIC
4421
Missouri Trust & Investment Company
Missouri
$287M +$21.2M +8% 6.96% 56.9% 413 6.78%
POEH
4422
Post Oak Energy Holdings
Texas
$286M -$81.9M -22% 15.7% 113% 2 50%
PCM
4423
Passive Capital Management
Maryland
$286M +$17.1M +6% 7.15% 28.1% 68 7.35%
AAM
4424
Augustine Asset Management
Florida
$286M +$27.4M +11% 12.9% 344% 100 5%
WIA
4425
Westbourne Investment Advisors
Maryland
$286M +$10.2M +4% 3.83% 89.4% 91 5.49%