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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
SRL
5326
Scientech Research LLC
New Jersey
$189M +$88.2M +88% 12.6% 613 85.15%
SSW
5327
Smith Shellnut Wilson
Mississippi
$189M +$14.3M +8% 7.78% 92.2% 132 5.3%
KCFA
5328
Key Client Fiduciary Advisors
New Jersey
$188M +$16M +9% 9.1% 95.1% 196 18.88%
BWM
5329
Baron Wealth Management
Michigan
$188M +$5.79M +3% 6.75% 86.8% 192 14.06%
OCM
5330
Orion Capital Management
California
$188M +$17.5M +10% 9.55% 66.8% 535 9.72%
VEA
5331
Virtus ETF Advisers
New York
$188M +$30.7M +19% 10.7% 122% 495 28.69%
PWIA
5332
Porter White Investment Advisors
Alabama
$188M +$27.6M +17% 7.47% 55.8% 31 6.45%
RCM
5333
Ratan Capital Management
Florida
$188M +$34.9M +23% 36.4% 320% 61 67.21%
TA
5334
Tactive Advisors
Florida
$188M +$32.6M +21% 12.3% 148 54.73%
PWM
5335
Proathlete Wealth Management
Florida
$188M +$19M +11% 8.52% 57 8.77%
CWMU
5336
Caliber Wealth Management (Utah)
Utah
$188M +$17.8M +10% 7.23% 36.5% 61 11.48%
GFA
5337
Grunden Financial Advisory
Texas
$188M +$10.1M +6% 5.49% 26 11.54%
MFG
5338
Monumental Financial Group
Maryland
$188M +$20.3M +12% 6.49% 18.2% 44 15.91%
BA
5339
Baugh & Associates
Georgia
$188M +$13.9M +8% 7.34% 83.8% 40 7.5%
EA
5340
Eudaimonia Advisors
Tennessee
$188M +$33.2M +21% 9.34% 167 17.37%
EC
5341
Eaton-Cambridge
Arizona
$188M +$22.5M +14% 5.31% 33 12.12%
TCMP
5342
Thrive Capital Management (Pennsylvania)
Pennsylvania
$188M +$734K +0.4% 8.66% 43.2% 216 72.22%
RA
5343
Rise Advisors
New York
$188M +$44.7M +31% 8.03% 58.9% 1,289 54%
RFA
5344
Resurgent Financial Advisors
Georgia
$188M +$24.8M +15% 9.87% 70.4% 504 62.7%
PFA
5345
Pinnacle Family Advisors
Missouri
$188M +$17.5M +10% 10.6% 77.3% 115 32.17%
CFGF
5346
Compass Financial Group (Florida)
Florida
$188M +$9.87M +6% 5.56% 36.3% 36 2.78%
SFA
5347
Seneca Financial Advisors
New York
$188M +$15.2M +9% 6.02% 47.3% 60 10%
RA
5348
Ransom Advisory
Rhode Island
$187M 10.5% 341
KIG
5349
Kennedy Investment Group
New Jersey
$187M +$8.44M +5% 8.14% 59.5% 126 7.94%
CCA
5350
Cora Capital Advisors
New Jersey
$187M +$17.5M +10% 9.03% 70.5% 99 8.08%