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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
SRWM
5526
Shira Ridge Wealth Management
California
$167M +$14.4M +9% 10.6% 64.9% 74 9.46%
EWA
5527
Etesian Wealth Advisors
Oregon
$166M +$17.9M +12% 10.2% 54.8% 111 5.41%
NECFA
5528
New England Capital Financial Advisors
Connecticut
$166M +$21.4M +15% 11.5% 55.6% 418 8.85%
SM
5529
Sensible Money
Arizona
$166M +$24.7M +17% 11% 65% 78 10.26%
OCP
5530
OCO Capital Partners
New York
$166M +$30.7M +23% 10.7% 679% 4 25%
RFG
5531
Range Financial Group
Oregon
$166M +$15.2M +10% 12.4% 188% 183 30.6%
LAI
5532
Legal Advantage Investments
California
$166M +$26.4M +19% 18.3% 105% 101 11.88%
FA
5533
Financial Avengers
California
$166M +$16.7M +11% 14.1% 108% 183 4.37%
CWA
5534
Consilium Wealth Advisory
Texas
$166M +$23.5M +16% 11.6% 118% 89 11.24%
HFP
5535
Holistic Financial Partners
Indiana
$166M +$15.6M +10% 9.4% 95.7% 125 19.2%
AFM
5536
Abbot Financial Management
Massachusetts
$166M +$17.5M +12% 12% 102% 116 4.31%
VAMG
5537
Voisard Asset Management Group
Michigan
$166M 8.03% 384
PIA
5538
Pinion Investment Advisors
Kansas
$166M +$12.2M +8% 10.1% 75.4% 173 24.28%
SIAG
5539
Signet Investment Advisory Group
Rhode Island
$166M +$15.7M +10% 9.57% 59.6% 67 5.97%
CWG
5540
Crown Wealth Group
North Carolina
$166M +$33M +25% 11.3% 86.2% 105 40%
MSFP
5541
Mark Sheptoff Financial Planning
Connecticut
$166M +$10.2M +7% 8.82% 92.4% 412 10.92%
PDN
5542
Pensionfund DSM Netherlands
Netherlands
$166M +$22.3M +16% 15.3% 36.6% 72 2.78%
AIA
5543
Arcadia Investment Advisors
Idaho
$166M +$14.8M +10% 9.62% 51.4% 85 14.12%
EWS
5544
Eagle Wealth Strategies
New Jersey
$166M 11.5% 98
VFA
5545
Values First Advisors
Tennessee
$166M +$10.9M +7% 10.8% 86.4% 183 21.31%
CC
5546
Constitution Capital
Connecticut
$166M +$18.9M +13% 12.1% 70.2% 67 14.93%
PCM
5547
Peirce Capital Management
Texas
$166M 9.33% 38
PKC
5548
Palmer Knight Company
Florida
$166M +$16.6M +11% 12.9% 78.9% 32 3.13%
1CM
5549
14B Capital Management
California
$166M 24.7% 9
SWM
5550
Solano Wealth Management
California
$166M +$21.4M +15% 11.8% 28 10.71%