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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
VCM
5301
Verger Capital Management
North Carolina
$202M +$5.93M +3% 14
NEPPG
5302
New England Professional Planning Group
Rhode Island
$202M +$11.7M +6% 56
BCFD
5303
Boit C.F. David
$202M +$9.92M +5% 130
BFS
5304
Burrus Financial Services
Utah
$202M +$5.86M +3% 10
PPWM
5305
Paragon Private Wealth Management
Kentucky
$202M +$24.8M +14% 167
EA
5306
Ergawealth Advisors
Illinois
$202M +$18M +10% 65
RWMG
5307
Redwood Wealth Management Group
New Jersey
$202M +$68.9M +52% 1,239
CC
5308
Checkpoint Capital
California
$202M +$35.7M +22% 19
CRI
5309
Colonial River Investments
Virginia
$202M +$15.8M +8% 231
RP
5310
Riverwater Partners
Wisconsin
$201M +$66.5M +49% 219
FH
5311
FWG Holdings
Florida
$201M +$2.14M +1% 108
BRG
5312
Bay Rivers Group
Virginia
$201M +$8.89M +5% 85
PHWM
5313
Pine Harbor Wealth Management
Maryland
$201M +$31M +18% 104
RPCONE
5314
Retirement Planning Company of New England
Rhode Island
$201M +$17.2M +9% 232
HCM
5315
Hutner Capital Management
Vermont
$201M +$18.5M +10% 45
I2I
5316
Insight 2811 Inc
Illinois
$201M +$8.27M +4% 91
LWMI
5317
Landmark Wealth Management (Illinois)
Illinois
$201M +$19.1M +11% 42
TFCM
5318
Taylor Frigon Capital Management
Arizona
$201M -$9.41M -4% 94
PWS
5319
Physician Wealth Solutions
Nevada
$201M +$60.4M +43% 41
FWA
5320
FOCUS Wealth Advisors
Texas
$201M +$5.68M +3% 60
PAG
5321
Powers Advisory Group
Illinois
$200M +$17.1M +9% 101
APIM
5322
Agate Pass Investment Management
Washington
$200M +$12.4M +7% 96
HWA
5323
Hillcrest Wealth Advisors
New Jersey
$200M +$14.6M +8% 48
SCM
5324
Sitrin Capital Management
California
$200M +$12M +6% 44
FWM
5325
Fortress Wealth Management
California
$200M +$4.68M +2% 72