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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
RWM
5176
Ruedi Wealth Management
Illinois
$142M 9.41% 39.4% 241
BC
5177
Birchview Capital
Vermont
$142M -$445K -0.3% 9.49% 233% 63 14.29%
HV
5178
HST Ventures
Utah
$142M -$7.21M -5% 5.22% 8.24% 47 48.94%
DFS
5179
Dixon Fnancial Services
California
$142M +$14.3M +11% 12% 70% 24 8.33%
UOMF
5180
University of Massachusetts Foundation
Massachusetts
$141M +$11.5M +9% 8.42% 53.6% 4 0%
PFG
5181
Pinnacle Financial Group
Illinois
$141M +$25.9M +22% 10.5% 45.9% 68 17.65%
SIS
5182
Susquehanna International Securities
Ireland
$141M +$88M +165% 19.1% 2.8% 37 67.57%
APIM
5183
Agate Pass Investment Management
Washington
$141M +$10.3M +8% 9.65% 68% 95 7.37%
SW
5184
StrongBox Wealth
Missouri
$141M +$3.4M +2% 7.11% 57.8% 85 15.29%
CCP
5185
Cunning Capital Partners
North Carolina
$141M +$15.1M +12% 13.7% 180% 83 27.71%
SC
5186
Scholtz & Company
Connecticut
$141M +$1.24M +0.9% 9.77% 82.6% 52 25%
SL
5187
SIB LLC
New York
$141M +$9.99M +8% 11.6% 29.2% 18 0%
AWM
5188
AAF Wealth Management
Massachusetts
$141M +$15.7M +13% 10.2% 65.8% 46 21.74%
NECFA
5189
New England Capital Financial Advisors
Connecticut
$141M 6.57% 55.6% 442
SFG
5190
Socha Financial Group
New York
$141M +$24.5M +21% 5.43% 57.3% 23 26.09%
CHA
5191
Cooper/Haims Advisors
New York
$141M +$20.2M +17% 6.82% 41.9% 77 16.88%
GIA
5192
Goodwin Investment Advisory
Georgia
$141M +$8.78M +7% 4.29% 57% 246 20.73%
BC
5193
Bullfrog Capital
California
$141M -$28.7M -17% 16.4% 3 0%
RI
5194
Ridgewood Investments
New Jersey
$141M +$20.6M +17% 11.3% 210 22.86%
LB
5195
Legacy Bridge
Iowa
$141M +$15.3M +12% 11.3% 149% 306 6.86%
RMSCM
5196
R.M. Sincerbeaux Capital Management
New York
$141M +$13.6M +11% 12.2% 65.9% 44 4.55%
FWA
5197
FSM Wealth Advisors
Ohio
$141M +$20.2M +17% 8.85% 62.8% 148 16.22%
JGGDR
5198
JGP Global Gestao de Recursos
Brazil
$141M +$22.1M +19% 1.15% 206% 74 43.24%
AFG
5199
AFS Financial Group
Maryland
$141M 9.58% 88
TWM
5200
Trinity Wealth Management
Pennsylvania
$140M +$15.7M +13% 5.76% 53.5% 42 19.05%