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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
RSC
5401
Red Spruce Capital
Pennsylvania
$287M +$43.2M +18% 24.6% 93.3% 99 10.1%
MC
5402
Metavasi Capital
New York
$287M +$10.4M +4% 55.5% 840% 33 60.61%
SRWM
5403
Shira Ridge Wealth Management
California
$287M +$33.9M +13% 14.9% 64.9% 89 17.98%
ORC
5404
O'Rourke & Company
Massachusetts
$287M +$33.9M +13% 12.7% 71.9% 180 6.67%
AWMT
5405
AAFMAA Wealth Management & Trust
North Carolina
$286M +$28.7M +11% 14.9% 58.8% 101 10.89%
TWM
5406
Trueblood Wealth Management
Ohio
$286M +$30.8M +12% 15.5% 272 9.93%
BFA
5407
Brown Financial Advisors
Ohio
$286M +$22.3M +8% 12.2% 234 20.09%
SMTF
5408
Sphera Management Technology Funds
Israel
$286M +$109M +61% 46% 94 50%
GCP
5409
Garda Capital Partners
Minnesota
$286M -$98.6M -26% 13.9% 9.15% 23 82.61%
LIA
5410
Luken Investment Analytics
Tennessee
$286M +$24.8M +10% 14.1% 47.6% 172 8.72%
PF
5411
Penney Financial
Texas
$286M +$25.4M +10% 9.09% 55 16.36%
PHAM
5412
Palisades Hudson Asset Management
Florida
$286M +$29.2M +11% 13.7% 66.8% 114 10.53%
IIA
5413
ICW Investment Advisors
Arizona
$286M +$9.04M +3% 7.58% 50.1% 153 9.8%
BFA
5414
Bluestem Financial Advisors
Illinois
$286M +$26.6M +10% 9.97% 39.5% 35 8.57%
AFC
5415
Adaptive Financial Consulting
Ohio
$285M +$24.4M +9% 8.69% 33.4% 20 10%
LAM
5416
Lewis Asset Management
California
$285M +$40.9M +17% 20.1% 228 16.67%
ALC
5417
Alexander Labrunerie & Co
Missouri
$285M +$17.9M +7% 17.2% 136 18.38%
SSWM
5418
Strait & Sound Wealth Management
California
$285M +$16.6M +6% 11.8% 74% 188 15.96%
HIA
5419
HFM Investment Advisors
New Jersey
$285M +$25.1M +10% 10% 1,330 12.26%
LAI
5420
Legal Advantage Investments
California
$285M +$91.6M +47% 9.19% 105% 89 24.72%
MFG
5421
Midwest Financial Group
Kansas
$285M +$50.6M +22% 31.9% 94% 142 15.49%
CWA
5422
Choice Wealth Advisors
Maine
$285M +$30.2M +12% 10.5% 52.3% 36 5.56%
MWM
5423
MBE Wealth Management
Wisconsin
$284M +$43.7M +18% 13% 60.9% 173 20.23%
FG
5424
Formula Growth
Quebec, Canada
$284M +$62.7M +28% 39.6% 118% 169 33.14%
ATC
5425
Advantage Trust Company
Kansas
$284M +$61.1M +27% 15.2% 203 42.36%