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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
TWM
5251
Trinity Wealth Management
Pennsylvania
$194M +$26.7M +16% 7.1% 53.5% 51 21.57%
RA
5252
Rockingstone Advisors
Massachusetts
$194M +$15.3M +9% 11.7% 101% 109 7.34%
SXM
5253
SC XII Management
California
$194M -$251M -56% 34.7% 73.4% 1 0%
SG
5254
StoneX Group
New York
$194M +$6.45M +3% 9.31% 67.5% 485 48.25%
CVA
5255
Central Valley Advisors
California
$194M +$23.5M +14% 9.38% 166 19.88%
FZCM
5256
Flynn Zito Capital Management
New York
$194M +$45.3M +31% 12.9% 97.3% 117 23.93%
BFA
5257
Bluestem Financial Advisors
Illinois
$194M +$21.5M +13% 4.57% 39.5% 28 7.14%
CCMI
5258
Creative Capital Management Investments
California
$193M +$20.5M +12% 4.77% 50.7% 227 12.78%
MA
5259
MBA Advisors
Pennsylvania
$193M +$14M +8% 7.44% 58.3% 132 12.12%
NVCHI
5260
New Vernon Capital Holdings II
New Jersey
$193M +$6.97M +4% 6.53% 78.2% 101 44.55%
WR
5261
WD Rutherford
Oregon
$193M +$21.3M +12% 15% 170% 94 24.47%
SV
5262
Stilwell Value
New York
$193M +$1.55M +0.8% 3.93% 93.8% 36 8.33%
PWG
5263
Private Wealth Group
Florida
$193M +$16.7M +9% 7.23% 48.2% 60 8.33%
RFA
5264
Register Financial Advisors
Georgia
$193M +$43.2M +29% 9.66% 126% 758 63.85%
RC
5265
Renaissance Capital
Connecticut
$193M -$10.7M -5% 21.8% 248% 62 19.35%
PIA
5266
Pinion Investment Advisors
Kansas
$193M +$26.5M +16% 9.17% 61.8% 162 17.28%
BAM
5267
Blueshift Asset Management
New Jersey
$193M +$4.44M +2% 9.59% 25.2% 389 67.1%
BCM
5268
Birch Capital Management
Texas
$192M +$18.2M +10% 8.08% 48.4% 97 13.4%
RFG
5269
Range Financial Group
Oregon
$192M +$26.1M +16% 12.6% 188% 200 32.5%
LJCM
5270
Lee Johnson Capital Management
Texas
$192M +$126M +191% 4.58% 71.1% 21 42.86%
FWM
5271
Forza Wealth Management
Florida
$192M +$11M +6% 6.79% 65.6% 175 6.29%
MFC
5272
Mechanics Financial Corp
Ohio
$192M +$14.6M +8% 7.35% 65.2% 224 6.7%
OCM
5273
Ovata Capital Management
Hong Kong
$192M +$138M +258% 23.4% 68.1% 39 79.49%
BIP
5274
Blue Investment Partners
California
$192M +$38.8M +25% 6.86% 39 17.95%
DLHL
5275
Donald L. Hagan LLC
Florida
$192M +$8.08M +4% 6.13% 47.9% 109 14.68%