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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
GSB
5476
Greenfield Savings Bank
Massachusetts
$237M +$16.6M +8% 8.68% 97.3% 153 7.84%
DWM
5477
Dopkins Wealth Management
New York
$237M +$14M +6% 7.46% 64.4% 83 6.02%
RI
5478
Ridgewood Investments
New Jersey
$237M +$5.52M +2% 6.91% 730 72.6%
JCA
5479
Juniper Capital Advisors
Texas
$237M +$55.6M +31% 30.7% 1 0%
SFG
5480
Socha Financial Group
New York
$237M +$12.1M +5% 8.67% 81.5% 26 19.23%
HCM
5481
Hutner Capital Management
Vermont
$236M +$16.6M +8% 6.8% 52.2% 44 0%
IFO
5482
Independent Family Office
New York
$236M +$20.6M +10% 9.44% 68.4% 80 5%
JCFM
5483
JBR Co Financial Management
Oklahoma
$236M +$33.8M +17% 9.96% 122 11.48%
SVWG
5484
Shared Vision Wealth Group
United States
$236M +$36M +18% 9.49% 99 17.17%
CWMGP
5485
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$236M +$132M +127% 7.5% 75.9% 81 39.51%
FWM
5486
FMB Wealth Management
California
$236M +$26.1M +12% 7.91% 71.1% 91 9.89%
G
5487
Gainplan
Michigan
$236M +$15.8M +7% 8.67% 93.3% 73 42.47%
ACM
5488
Ardent Capital Management
Ohio
$236M +$27.5M +13% 10.2% 77.5% 52 19.23%
NRW
5489
Nova R Wealth
Kansas
$236M +$20.8M +10% 4.42% 54.5% 87 13.79%
EFP
5490
Envision Financial Planning
Tennessee
$236M +$22M +10% 4.22% 32.1% 49 8.16%
RWMG
5491
Redwood Wealth Management Group
New Jersey
$236M +$13.2M +6% 8.26% 74.1% 193 14.51%
VP
5492
Verisail Partners
Georgia
$236M +$227K +0.1% 4.85% 35 34.29%
SRWM
5493
Shira Ridge Wealth Management
California
$236M +$16.7M +8% 7.47% 64.9% 89 11.24%
IAA
5494
Independence Asset Advisors
Pennsylvania
$236M +$74.9M +47% 2.19% 19 10.53%
CSA
5495
Cottage Street Advisors
Massachusetts
$235M +$43.2M +22% 8.25% 91.4% 143 20.28%
BOC
5496
Bull Oak Capital
California
$235M +$16M +7% 6.22% 55.7% 34 11.76%
NECFA
5497
New England Capital Financial Advisors
Connecticut
$235M +$16.8M +8% 6.37% 55.6% 440 9.09%
SJIM
5498
St. Johns Investment Management
Florida
$235M +$17.5M +8% 8.98% 80.9% 214 10.28%
WR
5499
WD Rutherford
Oregon
$235M +$17.7M +8% 10.8% 170% 97 25.77%
CCA
5500
Cora Capital Advisors
New Jersey
$235M +$10.5M +5% 7.54% 70.5% 120 10.83%