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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
RA
5001
Rockingstone Advisors
Massachusetts
$164M +$30.3M +23% 7.83% 101% 109 10.09%
CFP
5002
Cypress Financial Planning
New Jersey
$164M +$14.5M +10% 4.79% 37.9% 59 16.95%
CIA
5003
Cape Investment Advisory
Georgia
$164M 6.24% 65.2% 962
BC
5004
Bridgefront Capital
Texas
$164M +$20.5M +14% 4.91% 38.1% 633 81.04%
TGM
5005
Tenzing Global Management
California
$164M +$213K +0.1% 17.2% 218% 18 50%
TFA
5006
Trinity Financial Advisors
Ohio
$164M +$11.5M +8% 4.56% 69.5% 72 16.67%
KIG
5007
Kennedy Investment Group
New Jersey
$164M +$6.48M +4% 5.52% 59.5% 122 7.38%
RBC
5008
Rye Brook Capital
Connecticut
$164M +$9.27M +6% 10.9% 67.3% 28 21.43%
RI
5009
Ridgewood Investments
New Jersey
$163M +$22.7M +16% 4.2% 833 76.35%
DA
5010
DCF Advisers
Connecticut
$163M +$15.4M +10% 6.81% 156% 80 37.5%
SFP
5011
Strategic Financial Partners
Oregon
$163M -$579K -0.4% 5.2% 43% 75 13.33%
LFP
5012
Leeward Financial Partners
Washington
$163M +$18.5M +13% 8.18% 69.5% 74 13.51%
TWM
5013
Triton Wealth Management
Arizona
$163M -$1.38M -0.8% 12.1% 88 15.91%
SIS
5014
Susquehanna International Securities
Ireland
$163M +$21.6M +15% 4.5% 2.8% 37 40.54%
WAM
5015
WFA Asset Management
Wisconsin
$163M +$10.7M +7% 2.98% 60% 250 13.2%
RM
5016
Rudius Management
New York
$163M +$12.1M +8% 5.21% 8.21% 5 20%
QM
5017
QVIDTVM Management
Texas
$163M -$3.12M -2% 4.13% 15.4% 13 15.38%
2L
5018
22NW LP
Washington
$163M -$22.5M -12% 18.1% 131% 20 20%
WMR
5019
Wealth Management Resources
Rhode Island
$163M +$8.36M +5% 2.75% 36.5% 46 10.87%
LFPWM
5020
Leicht Financial Planning & Wealth Management
New Jersey
$162M +$13.3M +9% 4.69% 46.3% 29 34.48%
BFA
5021
Bluestem Financial Advisors
Illinois
$162M +$10.3M +7% 4.41% 39.5% 26 0%
PBC
5022
Pavion Blue Capital
California
$162M +$5.58M +4% 5.89% 67.6% 99 5.05%
SFS
5023
Searcy Financial Services
Kansas
$162M -$9.82M -6% 5.46% 58.5% 20 15%
GCA
5024
GSI Capital Advisors
California
$162M -$3.18M -2% 2.55% 25.4% 32 25%
1CM
5025
1492 Capital Management
Wisconsin
$162M +$7.03M +5% 9.27% 187% 122 28.69%