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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
GFI
5351
Global Frontier Investments
South Carolina
$137M +$4.65M +4% 1.55% 18 5.56%
FFA
5352
Freedman Financial Associates
Massachusetts
$137M +$4.16M +3% 0.84% 514 7.98%
BOM
5353
Bank of Marin
California
$137M +$85K +0.1% 1.27% 80.3% 125 4%
RDFA
5354
Ritter Daniher Financial Advisory
Ohio
$137M +$2.31M +2% 0.65% 56.7% 218 7.34%
WPA
5355
Winning Points Advisors
Florida
$137M +$3.16M +2% 1% 66 16.67%
DI
5356
Dalton Investments
Nevada
$137M -$44.9M -25% 2.41% 95.1% 27 22.22%
SFP
5357
Strategic Financial Planning
Texas
$137M -$1.96M -1% 2.36% 47.5% 32 0%
RFMS
5358
RWQ Financial Management Services
Florida
$136M +$3.34M +3% 2.44% 415% 27 37.04%
SC
5359
Samjo Capital
New York
$136M -$11.5M -8% 5.81% 89.1% 20 5%
BA
5360
Ballew Advisors
Mississippi
$136M -$8M -6% 1.01% 62.3% 132 28.03%
PP
5361
Patron Partners
Texas
$136M +$3.13M +2% 0.06% 90.2% 185 7.03%
LFGH
5362
Lee Financial Group Hawaii
Hawaii
$136M -$2.77M -2% 1.73% 12.9% 37 5.41%
HWM
5363
HighMark Wealth Management
Minnesota
$136M -$202K -0.1% 1.29% 110% 534 10.3%
BI
5364
Berkeley Inc
Idaho
$136M -$3.75M -3% 1.77% 40.9% 91 13.19%
RF
5365
Robbins Farley
New Hampshire
$136M +$47M +53% 1.24% 98.2% 198 62.63%
MA
5366
MBA Advisors
Pennsylvania
$136M -$79.3M -37% 0.85% 58.3% 141 8.51%
GIM
5367
Guardian Investment Management
California
$135M -$10.7M -7% 0.98% 89.7% 62 20.97%
NPI
5368
New Perspectives Inc
Mississippi
$135M +$6.64M +5% 0.57% 23 4.35%
TCMP
5369
Thrive Capital Management (Pennsylvania)
Pennsylvania
$135M +$6.85M +5% 1% 58.2% 111 5.41%
RCM
5370
Ravenstone Capital Management
$135M +$23.9M +21% 5.03% 63% 64 43.75%
RRA
5371
Round Rock Advisors
Connecticut
$135M -$1.99M -1% 0.72% 87.4% 70 17.14%
CIG
5372
Cairn Investment Group
Washington
$135M -$1.21M -0.9% 1.37% 61.3% 72 1.39%
DIS
5373
Diversified Investment Strategies
Louisiana
$135M +$159K +0.1% 1.85% 86% 45 13.33%
WMP
5374
Wealth Management Partners
Arizona
$135M -$8.59M -6% 0.16% 179% 124 16.13%
CG
5375
Corundum Group
Colorado
$135M -$17.6M -12% 1.66% 80.5% 105 12.38%