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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
RFP
5501
RCS Financial Planning
Maryland
$189M +$1.55M +0.8% 81
IFA
5502
Interactive Financial Advisors
Illinois
$189M -$1.5M -0.8% 88
SAM
5503
S.A. Mason
Michigan
$189M -$1.11M -0.6% 359
EBWM
5504
Eagle Bluffs Wealth Management
Missouri
$189M +$3M +2% 81
AIA
5505
Alternative Investment Advisors
Florida
$189M -$2.47M -1% 57
EF
5506
Elite Financial
Idaho
$189M +$4.58M +2% 112
PIAS
5507
PCA Investment Advisory Services
Ohio
$189M -$26.8M -12% 146
LJCM
5508
Lee Johnson Capital Management
Texas
$189M -$421K -0.2% 43
OFA
5509
Onyx Financial Advisors
Idaho
$189M +$6.73M +4% 17
M
5510
MYeCFO
California
$189M +$3.7M +2% 59
SPA
5511
Shore Point Advisors
New Jersey
$189M +$2.96M +2% 69
MI
5512
Moneywise Inc
Virginia
$189M -$10.6M -5% 59
DB
5513
Dravo Bay
Delaware
$189M -$17.6M -9% 52
GPW
5514
Genesis Private Wealth
Virginia
$189M +$7.1M +4% 157
RF
5515
Robbins Farley
New Hampshire
$188M -$16.5M -8% 160
GHA
5516
Granite Harbor Advisors
Texas
$188M +$7.56M +4% 110
EA
5517
Everpar Advisors
Oklahoma
$188M -$9.98M -5% 277
SOAG
5518
Silver Oak Advisory Group
Oregon
$188M -$772K -0.4% 69
MWA
5519
Mills Wealth Advisors
Texas
$188M +$12.5M +7% 72
WFP
5520
Wrenne Financial Planning
Kentucky
$188M +$12.5M +7% 46
AWM
5521
Aviso Wealth Management
Washington
$188M -$7.88M -4% 145
CIG
5522
CHB Investment Group
Pennsylvania
$188M +$3.96M +2% 74
AIM
5523
Astor Investment Management
Illinois
$188M -$7.16M -4% 33
BIM
5524
Brentview Investment Management
Illinois
$188M +$12M +7% 68
LWM
5525
Lodestone Wealth Management
Washington
$188M -$11.4M -6% 159