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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
CRI
5376
Colonial River Investments
Virginia
$202M +$15.8M +8% 7.71% 144% 231 31.6%
RP
5377
Riverwater Partners
Wisconsin
$201M +$66.5M +49% 11.3% 85.5% 219 21%
FH
5378
FWG Holdings
Florida
$201M +$2.14M +1% 4.74% 70.6% 108 9.26%
BRG
5379
Bay Rivers Group
Virginia
$201M +$8.89M +5% 5.69% 166% 85 7.06%
PHWM
5380
Pine Harbor Wealth Management
Maryland
$201M +$31M +18% 4.17% 104 9.62%
RPCONE
5381
Retirement Planning Company of New England
Rhode Island
$201M +$17.2M +9% 7.78% 90.1% 232 9.05%
HCM
5382
Hutner Capital Management
Vermont
$201M +$18.5M +10% 10.6% 53.7% 45 2.22%
I2I
5383
Insight 2811 Inc
Illinois
$201M +$8.27M +4% 4.96% 22.2% 91 7.69%
NAM
5384
NewGen Asset Management
Ontario, Canada
$201M -$29.3M -13% 10.8% 391% 41 58.54%
LWMI
5385
Landmark Wealth Management (Illinois)
Illinois
$201M +$19.1M +11% 6.4% 42 2.38%
RTL
5386
Red Tortoise LLC
Georgia
$201M +$15.2M +8% 6.97% 43.7% 577 2.77%
TFCM
5387
Taylor Frigon Capital Management
Arizona
$201M -$9.41M -4% 9.23% 131% 94 13.83%
PWS
5388
Physician Wealth Solutions
Nevada
$201M +$60.4M +43% 5.93% 41 0%
FWA
5389
FOCUS Wealth Advisors
Texas
$201M +$5.68M +3% 6.03% 63.8% 60 1.67%
PAG
5390
Powers Advisory Group
Illinois
$200M +$17.1M +9% 6.72% 37.5% 101 7.92%
APIM
5391
Agate Pass Investment Management
Washington
$200M +$12.4M +7% 7.74% 68% 96 4.17%
HWA
5392
Hillcrest Wealth Advisors
New Jersey
$200M +$14.6M +8% 6.65% 55% 48 4.17%
RI
5393
Ridgewood Investments
New Jersey
$200M +$406K +0.2% 7.78% 823 15.07%
1CM
5394
1492 Capital Management
Wisconsin
$200M +$23.3M +13% 21.9% 187% 113 26.55%
SCM
5395
Sitrin Capital Management
California
$200M +$12M +6% 5.88% 97% 44 6.82%
FWM
5396
Fortress Wealth Management
California
$200M +$4.68M +2% 5.61% 52.1% 72 6.94%
CWA
5397
Choice Wealth Advisors
Maine
$200M +$11.6M +6% 5.65% 52.3% 31 9.68%
PWG
5398
Private Wealth Group
Florida
$200M +$9.65M +5% 6.42% 48.2% 67 17.91%
MAG
5399
Members Advisory Group
New York
$200M +$16.8M +9% 5.7% 70.6% 36 19.44%
MCA
5400
Magnolia Capital Advisors
Mississippi
$200M +$21.3M +12% 6.73% 64.9% 153 29.41%