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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
RFG
5251
Range Financial Group
Oregon
$196M +$3.27M +2% 2.72% 188% 202 26.73%
ITB
5252
Idaho Trust Bank
Idaho
$196M +$92.1M +89% 0.44% 37.7% 157 91.72%
FZCM
5253
Flynn Zito Capital Management
New York
$196M +$2M +1% 4.07% 97.3% 124 15.32%
MA
5254
MBA Advisors
Pennsylvania
$196M +$2.15M +1% 1.87% 58.3% 132 9.09%
FWM
5255
Fortress Wealth Management
California
$196M +$1.47M +0.8% 0.2% 52.1% 69 2.9%
BIA
5256
Beacon Investment Advisors
Maryland
$195M +$20M +11% 0.46% 64.3% 151 11.92%
EC
5257
Eaton-Cambridge
Arizona
$195M +$7.63M +4% 1.24% 30 0%
GCC
5258
Game Creek Capital
Massachusetts
$195M -$13.5M -6% 1.56% 108% 74 27.03%
LI
5259
Latigo Investments
Florida
$195M +$255K +0.1% 0.25% 45.2% 20 0%
MA
5260
Mudita Advisors
United Kingdom
$195M +$27.4M +16% 3.35% 116% 19 21.05%
JPLA
5261
Joseph P. Lucia & Associates
New York
$195M +$8.55M +5% 2.97% 58.2% 129 10.08%
PBRA
5262
Pine Brook Road Advisors
New York
$195M -$51.5M -21% 12% 3 0%
WA1
5263
Wimmer Associates 1
California
$195M +$4.91M +3% 4.36% 69.4% 113 6.19%
SI
5264
Seeds Investor
New York
$195M +$86.6M +80% 2.85% 230 34.78%
SF
5265
Slagle Financial
Illinois
$195M +$10.7M +6% 3.8% 77.9% 122 18.85%
DRS
5266
Deane Retirement Strategies
Louisiana
$195M -$2.05M -1% 3.05% 64.7% 94 40.43%
BFS
5267
Burkett Financial Services
South Carolina
$195M +$914K +0.5% 1.73% 206 5.83%
RA
5268
Rockingstone Advisors
Massachusetts
$195M +$1.13M +0.6% 4.08% 101% 110 10.91%
PXPO
5269
Peak XV Partners Operations
Mauritius
$195M -$82.2M -30% 29.4% 3 0%
SCG
5270
Sonata Capital Group
Washington
$195M -$24.9M -11% 2.43% 57.4% 116 24.14%
FWA
5271
FOCUS Wealth Advisors
Texas
$195M +$8.02M +4% 1.24% 63.8% 59 1.69%
SC
5272
Sagil Capital
United Kingdom
$195M +$11.7M +6% 7.98% 140% 32 62.5%
LC
5273
Lavaca Capital
Texas
$195M +$23.4M +14% 3.96% 32% 94 21.28%
SPWM
5274
Straight Path Wealth Management
Michigan
$195M +$16.6M +9% 1.95% 70.6% 99 12.12%
MFC
5275
Mechanics Financial Corp
Ohio
$195M +$2.44M +1% 1.25% 65.2% 232 9.91%