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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
NRW
5426
Nova R Wealth
Kansas
$236M +$20.8M +10% 4.42% 54.5% 87 13.79%
EFP
5427
Envision Financial Planning
Tennessee
$236M +$22M +10% 4.22% 49 8.16%
RWMG
5428
Redwood Wealth Management Group
New Jersey
$236M +$13.2M +6% 8.26% 74.1% 193 14.51%
VP
5429
Verisail Partners
Georgia
$236M +$227K +0.1% 4.85% 35 34.29%
SRWM
5430
Shira Ridge Wealth Management
California
$236M +$16.7M +8% 7.47% 64.9% 89 11.24%
IAA
5431
Independence Asset Advisors
Pennsylvania
$236M +$74.9M +47% 2.19% 19 10.53%
CSA
5432
Cottage Street Advisors
Massachusetts
$235M +$43.2M +22% 8.25% 91.4% 143 20.28%
BOC
5433
Bull Oak Capital
California
$235M +$16M +7% 6.22% 34 11.76%
NECFA
5434
New England Capital Financial Advisors
Connecticut
$235M +$16.8M +8% 6.37% 55.6% 440 9.09%
SJIM
5435
St. Johns Investment Management
Florida
$235M +$17.5M +8% 8.98% 67.1% 214 10.28%
WR
5436
WD Rutherford
Oregon
$235M +$17.7M +8% 10.8% 170% 97 25.77%
CCA
5437
Cora Capital Advisors
New Jersey
$235M +$10.5M +5% 7.54% 70.5% 120 10.83%
PC
5438
Panview Capital
Hong Kong
$235M -$79.2M -25% 49.8% 13 61.54%
IAMOG
5439
Investors Asset Management of Georgia
Georgia
$235M +$18.9M +9% 7.58% 113% 182 8.79%
JP
5440
JNE Partners
United Kingdom
$235M -$13.7M -6% 6.52% 98.6% 9 22.22%
QCIG
5441
Quad-Cities Investment Group
Iowa
$235M +$14.7M +7% 6.86% 61% 194 7.73%
LP
5442
LGL Partners
Pennsylvania
$235M +$9.53M +4% 7.58% 68.9% 59 6.78%
KAM
5443
Krensavage Asset Management
New York
$235M +$45.8M +24% 26.6% 113% 18 22.22%
BF
5444
Brogan Financial
Tennessee
$235M +$10.8M +5% 5.08% 35.5% 63 7.94%
PBC
5445
Pavion Blue Capital
California
$235M +$9.46M +4% 5.93% 67.6% 106 8.49%
CWA
5446
Continuum Wealth Advisors
New York
$235M +$26.3M +13% 6.92% 61.4% 72 18.06%
WIA
5447
Wetzel Investment Advisors
Indiana
$234M +$15.7M +7% 6.89% 136 14.71%
RCM
5448
Ridgepath Capital Management
Tennessee
$234M +$16.7M +8% 6.15% 52 17.31%
AFA
5449
Alta Fundamental Advisers
New York
$234M +$39.2M +20% 22.3% 268% 32 46.88%
MIM
5450
Meros Investment Management
Texas
$234M +$23.5M +11% 13% 52.4% 45 13.33%