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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
SPFA
5201
Summit Place Financial Advisors
New Jersey
$137M +$1.17M +0.9% 0.61% 89.4% 110 12.73%
RF
5202
RHS Financial
California
$137M +$3.39M +3% 0.73% 47.5% 88 13.64%
CWM
5203
Chicago Wealth Management
Illinois
$137M -$1.88M -1% 1.91% 110% 47 23.4%
CCM
5204
Chiron Capital Management
Florida
$137M +$17.1M +14% 6.57% 103 25.24%
EA
5205
Eclectic Associates
California
$137M +$3.9M +3% 0.38% 49.7% 68 5.88%
GFI
5206
Global Frontier Investments
South Carolina
$137M +$4.65M +4% 1.55% 18 5.56%
FFA
5207
Freedman Financial Associates
Massachusetts
$137M +$4.16M +3% 0.84% 514 7.98%
BOM
5208
Bank of Marin
California
$137M +$85K +0.1% 1.27% 67.1% 125 4%
RDFA
5209
Ritter Daniher Financial Advisory
Ohio
$137M +$2.31M +2% 0.65% 56.7% 218 7.34%
WPA
5210
Winning Points Advisors
Florida
$137M +$3.16M +2% 1% 66 16.67%
DI
5211
Dalton Investments
Nevada
$137M -$44.9M -25% 2.41% 94.7% 27 22.22%
SFP
5212
Strategic Financial Planning
Texas
$137M -$1.96M -1% 2.36% 35% 32 0%
RFMS
5213
RWQ Financial Management Services
Florida
$136M +$3.34M +3% 2.44% 415% 27 37.04%
SC
5214
Samjo Capital
New York
$136M -$11.5M -8% 5.81% 89.1% 20 5%
BA
5215
Ballew Advisors
Mississippi
$136M -$8M -6% 1.01% 62.3% 132 28.03%
PP
5216
Patron Partners
Texas
$136M +$3.13M +2% 0.06% 69.3% 185 7.03%
LFGH
5217
Lee Financial Group Hawaii
Hawaii
$136M -$2.77M -2% 1.73% 12.9% 37 5.41%
HWM
5218
HighMark Wealth Management
Minnesota
$136M -$202K -0.1% 1.29% 84.2% 534 10.3%
BI
5219
Berkeley Inc
Idaho
$136M -$3.75M -3% 1.77% 40.9% 91 13.19%
RF
5220
Robbins Farley
New Hampshire
$136M +$47M +53% 1.24% 98.2% 198 62.63%
GIM
5221
Guardian Investment Management
California
$135M -$10.7M -7% 0.98% 89.7% 62 20.97%
NPI
5222
New Perspectives Inc
Mississippi
$135M +$6.64M +5% 0.57% 23 4.35%
TCMP
5223
Thrive Capital Management (Pennsylvania)
Pennsylvania
$135M +$6.85M +5% 1% 43.2% 111 5.41%
RCM
5224
Ravenstone Capital Management
$135M +$23.9M +21% 5.03% 51.3% 64 43.75%
RRA
5225
Round Rock Advisors
Connecticut
$135M -$1.99M -1% 0.72% 62.6% 70 17.14%