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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
HHRDM
5476
H&H Retirement Design & Management
Nevada
$145M -$6M -4% 2.64% 38.4% 63 14.29%
IWM
5477
Iams Wealth Management
Nebraska
$145M -$130M -47% 2.61% 51.3% 239 100%
YEPV
5478
Yorktown Energy Partners VIII
New York
$144M -$2.3M -2% 5.01% 15.2% 3 0%
LCM
5479
LRT Capital Management
Texas
$144M +$8.69M +6% 0.42% 76.3% 86 30.23%
PSF
5480
Pacific Sun Financial
California
$144M -$5.23M -4% 5.33% 70.3% 178 7.3%
M
5481
MYeCFO
California
$144M +$6.59M +5% 3.86% 53.3% 50 14%
NFG
5482
Norris Financial Group
South Carolina
$144M -$204K -0.1% 3.86% 142% 69 17.39%
FWA
5483
FOCUS Wealth Advisors
Texas
$144M -$3.7M -3% 3.02% 63.8% 65 20%
SWM
5484
Solano Wealth Management
California
$144M -$2.98M -2% 4.12% 26 11.54%
MC
5485
Muzinich & Co
New York
$144M -$2.82M -2% 4.6% 9.67% 84 44.05%
TCFP
5486
Treasure Coast Financial Planning
Florida
$144M -$3.92M -3% 2.41% 32.6% 35 11.43%
AWM
5487
Altus Wealth Management
Kentucky
$144M +$17.3M +14% 2.9% 68.8% 36 16.67%
WI
5488
WJ Interests
Texas
$144M -$7.94M -5% 4.62% 50.6% 17 5.88%
GCM
5489
Gables Capital Management
Florida
$144M -$9.09M -6% 3.68% 151% 393 12.47%
RGF
5490
Retirement Guys Formula
Ohio
$144M -$28.9M -17% 2.77% 70.2% 141 28.37%
BFAG
5491
Blackston Financial Advisory Group
Florida
$144M +$4.79M +3% 3.74% 69.1% 96 15.63%
PDN
5492
Pensionfund DSM Netherlands
Netherlands
$144M -$10M -7% 7.25% 36.6% 73 4.11%
APC
5493
Alpine Peaks Capital
New York
$143M +$892K +0.6% 5.89% 24.3% 23 4.35%
ACH
5494
Axis Capital Holdings
$143M -$20.5M -13% 3.66% 67% 3 0%
PF
5495
Parker Financial
Washington
$143M +$5.02M +4% 3.77% 45% 47 14.89%
MWM
5496
Maltin Wealth Management
New Jersey
$143M +$1.74M +1% 3.03% 51.9% 117 15.38%
AIA
5497
Alternative Investment Advisors
Florida
$143M 1.83% 51
RF
5498
RHS Financial
California
$143M +$6.85M +5% 2.78% 57.8% 101 14.85%
IIA
5499
Integral Investment Advisors
California
$143M -$6.43M -4% 2.4% 60% 80 11.25%
JPLA
5500
Joseph P. Lucia & Associates
New York
$143M -$6.36M -4% 3.84% 74.3% 118 8.47%