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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
RC
5201
Raine Capital
New York
$214M -$88.5M -29% 19.6% 56.6% 4 25%
NFG
5202
Norris Financial Group
South Carolina
$214M +$1.46M +0.7% 1.15% 122% 104 39.42%
RI
5203
Ridgewood Investments
New Jersey
$214M +$6.93M +3% 2.15% 754 15.52%
SCP
5204
Sivia Capital Partners
California
$214M +$13.1M +7% 5.05% 307 38.76%
TDWM
5205
Topel & Distasi Wealth Management
California
$214M -$19.3M -8% 1.28% 33.2% 79 8.86%
EL
5206
EQ LLC
Washington
$214M +$1.26M +0.6% 0.88% 72.9% 68 13.24%
EPW
5207
Evergreen Private Wealth
Colorado
$214M +$527K +0.2% 0.06% 207 13.04%
CWM
5208
Collaborative Wealth Management
Florida
$214M -$6.53M -3% 1.57% 35.8% 180 5%
BFA
5209
Bluestem Financial Advisors
Illinois
$214M +$1.34M +0.6% 1.1% 39.5% 28 3.57%
SI
5210
Saxon Interests
Texas
$214M -$13.4M -6% 1.9% 58.4% 209 21.05%
OM
5211
OV Management
Minnesota
$214M -$1.69M -0.8% 7.6% 60 11.67%
LIA
5212
Luken Investment Analytics
Tennessee
$214M -$2.35M -1% 3.09% 47.6% 161 23.6%
AWM
5213
Altus Wealth Management
Kentucky
$214M -$9.99M -4% 3.56% 68.8% 41 0%
AWG
5214
Altus Wealth Group
Colorado
$214M -$12.5M -6% 3.81% 68.6% 148 13.51%
LWA
5215
Lifelong Wealth Advisors
Minnesota
$213M -$9.03M -4% 4.13% 71 11.27%
VU
5216
Valence8 US
Massachusetts
$213M +$5.11M +2% 0.44% 53.9% 10 0%
PW
5217
Potentia Wealth
California
$213M -$11.7M -5% 2.4% 98 9.18%
ATWA
5218
Arbor Trust Wealth Advisors
Michigan
$213M -$266K -0.1% 0.4% 52.8% 97 6.19%
MA
5219
MKT Advisors
California
$213M -$16.3M -7% 1.23% 49.2% 153 9.8%
BI
5220
Berkeley Inc
Idaho
$213M +$19.8M +10% 1.28% 40.9% 72 19.44%
HCM
5221
Heights Capital Management
California
$213M +$10.8M +5% 14.4% 165 33.33%
MWM
5222
Maltin Wealth Management
New Jersey
$213M +$9.41M +5% 0.92% 51.9% 137 10.95%
SCP
5223
Stevens Capital Partners
Nebraska
$213M -$8M -4% 5.46% 57.8% 67 13.43%
IAMH
5224
IvyRock Asset Management (HK)
Hong Kong
$213M -$13.7M -6% 13.3% 103% 25 36%
PWM
5225
Prosperity Wealth Management
California
$213M -$30.3M -12% 6.38% 175% 267 38.95%