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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
RA
5301
RiverTree Advisors
Florida
$156M +$9.68M +7% 6.18% 25.4% 49 40.82%
LR
5302
Library Research
Hong Kong
$156M -$45.1M -22% 18.2% 22.4% 7 14.29%
MPPW
5303
Mitchell & Pahl Private Wealth
Oklahoma
$156M +$17.3M +12% 11.5% 75.2% 172 11.63%
FCMT
5304
Founders Capital Management (Texas)
Texas
$156M +$10.1M +7% 10.3% 118% 331 9.67%
MI
5305
Moneywise Inc
Virginia
$156M +$2.35M +2% 5.7% 58% 53 9.43%
WPWM
5306
Western Pacific Wealth Management
Illinois
$155M 13.9% 45.5% 229
SC
5307
Seldon Capital
California
$155M 5.86% 449% 290
CAM
5308
Crown Advisors Management
California
$155M +$13.1M +9% 27.8% 216% 45 17.78%
SV
5309
Stilwell Value
New York
$155M -$1.36M -0.9% 2.3% 93.8% 40 12.5%
WMR
5310
Wealth Management Resources
Rhode Island
$155M 5.34% 36.5% 48
TB
5311
Treynor Bancshares
Iowa
$155M 4.33% 3.35% 80
CGH
5312
CMG Global Holdings
Texas
$155M +$21.4M +16% 9.95% 64.7% 88 7.95%
IWA
5313
IVC Wealth Advisors
Pennsylvania
$155M +$10.1M +7% 7.99% 70.8% 144 11.81%
CPC
5314
Consolidated Planning Corp
Georgia
$155M +$1.22M +0.8% 9.63% 82.3% 506 87.55%
BC
5315
Birchview Capital
Vermont
$155M +$8.11M +6% 4.03% 233% 70 12.86%
WA
5316
Watchtower Advisors
Connecticut
$155M 13.9% 272% 18
PI
5317
Pachira Investments
California
$155M +$14.4M +10% 7.24% 72.6% 33 9.09%
WWM
5318
Wolff Wiese Magana
California
$155M +$13M +9% 10.1% 136% 887 11.61%
LW
5319
Libra Wealth
California
$155M 3.83% 49.3% 28
BWM
5320
Benchmark Wealth Management
Connecticut
$155M +$12.5M +9% 6.37% 42.7% 48 6.25%
SHI
5321
SV Health Investors
Massachusetts
$155M -$49.7M -24% 14.5% 97.4% 9 44.44%
CBT
5322
CoreFirst Bank & Trust
Kansas
$155M +$10.3M +7% 11.6% 53.4% 448 6.92%
OCA
5323
Otter Creek Advisors
Florida
$155M -$33.7M -18% 6.53% 173% 55 52.73%
NPP
5324
New Potomac Partners
Maryland
$154M +$9.52M +7% 7.98% 37.2% 67 13.43%
MWM
5325
McNaughton Wealth Management
California
$154M +$13M +9% 4.8% 50.3% 51 7.84%