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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
RM
5001
Rudius Management
New York
$151M +$17.6M +13% 4
FWM
5002
Forza Wealth Management
Florida
$151M 142
MTIM
5003
Marathon Trading Investment Management
Pennsylvania
$151M -$900K -0.6% 222
SC
5004
Stephens Consulting
Michigan
$151M +$39.4M +35% 571
RWRC
5005
R.W. Roge & Company
New York
$150M +$9.32M +7% 41
MCA
5006
Magnolia Capital Advisors
Mississippi
$150M +$32.2M +27% 140
SG
5007
Sharper & Granite
California
$150M 99
EP
5008
EPIQ Partners
Minnesota
$150M -$11.4M -7% 84
SFPG
5009
Stonebridge Financial Planning Group
Florida
$150M +$7.29M +5% 125
WMA
5010
Wealth Management Associates
New Jersey
$150M +$8.21M +6% 196
7CM
5011
7G Capital Management
New York
$150M -$5.36M -3% 9
CWP
5012
Corepath Wealth Partners
Arizona
$150M +$15.4M +11% 38
PCG
5013
Prosperity Consulting Group
Maryland
$150M +$28.2M +23% 105
JCI
5014
Jet Capital Investors
New York
$150M +$10.1M +7% 20
VIA
5015
Virtus Investment Advisers
Connecticut
$150M -$67.6M -31% 388
HFG
5016
Heron Financial Group
New York
$150M -$12.1M -7% 144
CFP
5017
Cypress Financial Planning
New Jersey
$150M +$8.8M +6% 55
JAM
5018
JLP Asset Management
New York
$150M +$9.41M +7% 25
LA
5019
Lindenwold Advisors
Pennsylvania
$149M +$14.2M +10% 121
LFPWM
5020
Leicht Financial Planning & Wealth Management
New Jersey
$149M +$9.27M +7% 29
BMC
5021
Beaton Management Company
Massachusetts
$149M +$16.8M +13% 128
BWG
5022
Beta Wealth Group
California
$149M +$10.2M +7% 104
BWLSA
5023
Blue Water Life Science Advisors
California
$149M -$98.9M -40% 11
GCM
5024
GoodHaven Capital Management
New Jersey
$149M +$10.5M +8% 28
CI
5025
Cordant Inc
Oregon
$148M +$11.5M +8% 79