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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
NECFA
5576
New England Capital Financial Advisors
Connecticut
$197M -$8.26M -4% 2.58% 55.6% 422 9.48%
RWMG
5577
Redwood Wealth Management Group
New Jersey
$197M -$8.5M -4% 1.62% 74.1% 171 15.2%
CWM
5578
Cahill Wealth Management
Michigan
$196M +$407K +0.2% 2.63% 24.7% 50 4%
PFA
5579
Peak Financial Advisors
Colorado
$196M +$4.18M +2% 1.56% 40.1% 87 32.18%
RCM
5580
Rings Capital Management
Illinois
$196M +$4.81M +3% 3.59% 40.9% 8 0%
EFP
5581
Envision Financial Planning
Tennessee
$196M +$2.7M +1% 0.06% 32.1% 48 18.75%
MADR
5582
Milestones Administradora de Recursos
Brazil
$196M -$806K -0.4% 5.98% 114% 23 8.7%
HFO
5583
Heritage Family Offices
Arizona
$196M -$4.87M -2% 0.17% 197 16.75%
SST
5584
S Squared Technology
New York
$195M -$45.3M -19% 10.6% 223% 39 25.64%
AA
5585
AJ Advisors
Tennessee
$195M +$2.63M +1% 2.09% 59.8% 36 16.67%
HFF
5586
Halter Ferguson Financial
Indiana
$195M -$49.1M -20% 26.1% 35 14.29%
SSA
5587
SSA Swiss Advisors
$195M 2.09% 121
CFC
5588
Client First Capital
California
$195M +$652K +0.3% 1.84% 49.6% 22 31.82%
SWP
5589
Significant Wealth Partners
Illinois
$195M +$1.97M +1% 2.93% 94 12.77%
CWA
5590
Continuum Wealth Advisors
New York
$195M -$2.67M -1% 0.88% 61.4% 65 23.08%
FU
5591
Fairfield University
Connecticut
$195M +$8.01M +4% 2.54% 61.9% 3 0%
TLP
5592
Tri Locum Partners
New York
$195M -$288M -60% 6.06% 357% 37 64.86%
RP
5593
Riverwater Partners
Wisconsin
$195M -$10.7M -5% 2.21% 110% 233 22.32%
HBT
5594
Heartland Bank & Trust
Illinois
$195M +$10.7M +6% 1.31% 105% 188 40.43%
CFGF
5595
Compass Financial Group (Florida)
Florida
$195M -$14.3M -7% 1.63% 44.1% 40 7.5%
WA
5596
Win Advisors
Florida
$195M -$12M -6% 0.01% 226% 89 78.65%
CastleKeep Investment Advisors
5597
CastleKeep Investment Advisors
Connecticut
$195M +$51.9M +36% 1.28% 89 11.24%
SV
5598
Stilwell Value
New York
$195M -$3.92M -2% 8.9% 87.9% 32 6.25%
RP
5599
Raelipskie Partnership
Ontario, Canada
$195M -$6.75M -3% 1.46% 128 8.59%
DIM
5600
DC Investments Management
Virginia
$195M +$41.2M +27% 1.94% 56.3% 137 51.09%