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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
NVCHI
5326
New Vernon Capital Holdings II
New Jersey
$193M +$6.97M +4% 6.53% 114% 101 44.55%
WR
5327
WD Rutherford
Oregon
$193M +$21.3M +12% 15% 170% 94 24.47%
SV
5328
Stilwell Value
New York
$193M +$1.55M +0.8% 3.93% 87.9% 36 8.33%
PWG
5329
Private Wealth Group
Florida
$193M +$16.7M +9% 7.23% 48.2% 60 8.33%
RFA
5330
Register Financial Advisors
Georgia
$193M +$43.2M +29% 9.66% 126% 758 63.85%
RC
5331
Renaissance Capital
Connecticut
$193M -$10.7M -5% 21.8% 410% 62 19.35%
PIA
5332
Pinion Investment Advisors
Kansas
$193M +$26.5M +16% 9.17% 75.4% 162 17.28%
EFH
5333
Eaton Financial Holdings
Florida
$193M -$221M -53% 8.72% 162 69.75%
BAM
5334
Blueshift Asset Management
New Jersey
$193M +$4.44M +2% 9.59% 38.8% 389 67.1%
BCM
5335
Birch Capital Management
Texas
$192M +$18.2M +10% 8.08% 48.4% 97 13.4%
RFG
5336
Range Financial Group
Oregon
$192M +$26.1M +16% 12.6% 188% 200 32.5%
LJCM
5337
Lee Johnson Capital Management
Texas
$192M +$126M +191% 4.58% 118% 21 42.86%
FWM
5338
Forza Wealth Management
Florida
$192M +$11M +6% 6.79% 65.6% 175 6.29%
MFC
5339
Mechanics Financial Corp
Ohio
$192M +$14.6M +8% 7.35% 81.6% 224 6.7%
OCM
5340
Ovata Capital Management
Hong Kong
$192M +$138M +258% 23.4% 69.1% 39 79.49%
BIP
5341
Blue Investment Partners
California
$192M +$38.8M +25% 6.86% 39 17.95%
DLHL
5342
Donald L. Hagan LLC
Florida
$192M +$8.08M +4% 6.13% 47.9% 109 14.68%
BTWM
5343
Brass Tax Wealth Management
Ohio
$192M 7.58% 111
VU
5344
Valence8 US
Massachusetts
$192M +$20.5M +12% 7.8% 69.9% 9 0%
NEPPG
5345
New England Professional Planning Group
Rhode Island
$192M +$15.8M +9% 7.69% 59% 58 32.76%
TSM
5346
Two Star Manager
Florida
$192M +$76.5M +66% 11.9% 15 26.67%
AWA
5347
Acorn Wealth Advisors
Michigan
$192M +$22.9M +14% 6.43% 53.6% 203 8.87%
NRW
5348
Nova R Wealth
Kansas
$192M +$32.8M +21% 7.54% 54.5% 85 30.59%
P2P
5349
Phase 2 Partners
California
$191M +$1.96M +1% 6.27% 25.1% 36 66.67%
WAM
5350
WFA Asset Management
Wisconsin
$191M +$8.1M +4% 7.88% 60% 267 26.97%