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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
YWM
5551
Yardley Wealth Management
Pennsylvania
$206M +$37.3M +22% 2.42% 42 4.76%
BS
5552
Brighton Securities
New York
$206M 1.17% 55
HPFG
5553
Hart & Patterson Financial Group
Massachusetts
$206M -$5.42M -3% 2.58% 73 2.74%
PFWA
5554
Paces Ferry Wealth Advisors
Georgia
$206M +$31.9M +18% 2.51% 72% 137 17.52%
IC
5555
Innealta Capital
Texas
$206M -$40.9M -17% 2.5% 63.7% 172 34.88%
RP
5556
Riverwater Partners
Wisconsin
$206M +$4.07M +2% 2.16% 110% 235 22.13%
BOCM
5557
Bontempo Ohly Capital Management
Maryland
$205M -$13.7M -6% 4.02% 49.6% 35 2.86%
LWMI
5558
Landmark Wealth Management (Illinois)
Illinois
$205M +$4.68M +2% 2.42% 47 14.89%
TSW
5559
Three Seasons Wealth
Utah
$205M +$15.2M +8% 4.42% 156% 141 36.88%
IAMOG
5560
Investors Asset Management of Georgia
Georgia
$205M -$6.98M -3% 0.02% 113% 168 5.95%
APSI
5561
Asset Planning Services Inc
Louisiana
$205M +$2.85M +1% 1.93% 117% 35 0%
RWMG
5562
Redwood Wealth Management Group
New Jersey
$205M +$3.44M +2% 3.4% 74.1% 171 15.79%
ACM
5563
Ayrshire Capital Management
Connecticut
$205M -$5.21M -2% 0.21% 78.4% 54 20.37%
SC
5564
Swan Capital
Florida
$205M +$1.74M +0.9% 3.17% 47.9% 431 31.55%
NECFA
5565
New England Capital Financial Advisors
Connecticut
$205M +$12.2M +6% 0.12% 55.6% 429 10.72%
SHFP
5566
Second Half Financial Partners
Florida
$205M +$16M +8% 0.38% 36.8% 111 32.43%
MS
5567
Marshall & Sullivan
Washington
$205M -$3.61M -2% 0.83% 82% 41 2.44%
PWG
5568
Private Wealth Group
Florida
$205M +$4.49M +2% 0.75% 48.2% 67 8.96%
AIP
5569
Alexis Investment Partners
Texas
$204M 0.12% 88
DRP
5570
Decade Renewable Partners
Texas
$204M +$13.7M +7% 3.66% 44 56.82%
SRWM
5571
Shira Ridge Wealth Management
California
$204M +$8.28M +4% 0.55% 64.9% 85 14.12%
BA
5572
Bluesphere Advisors
Pennsylvania
$204M +$2.02M +1% 3.22% 93.4% 108 10.19%
BF
5573
Brogan Financial
Tennessee
$204M +$28.5M +16% 0.96% 46.4% 59 16.95%
TW
5574
Towerpoint Wealth
California
$204M -$6.85M -3% 0.03% 62.4% 92 19.57%
ORC
5575
O'Rourke & Company
Massachusetts
$204M +$4.3M +2% 3.02% 71.9% 155 9.68%