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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
IFO
5651
Independent Family Office
New York
$240M +$3.16M +1% 2.44% 68.4% 81 4.94%
FF
5652
Foronjy Financial
California
$240M +$11.2M +5% 1.14% 107 6.54%
RC
5653
Resolute Capital
South Carolina
$239M 0.91% 58
WR
5654
WD Rutherford
Oregon
$239M +$4.13M +2% 2.33% 170% 81 19.75%
GSF
5655
Grove Street Fiduciary
New Hampshire
$239M +$27.7M +13% 1.5% 76 3.95%
RWMG
5656
Redwood Wealth Management Group
New Jersey
$239M +$3.29M +1% 2.98% 74.1% 197 14.21%
MMM
5657
Mendel Money Management
Illinois
$239M +$1.09M +0.5% 3.75% 75.4% 154 7.14%
CCAM
5658
Cascades Capital Asset Management
North Carolina
$239M +$11.7M +5% 2.73% 173 15.61%
JCFM
5659
JBR Co Financial Management
Oklahoma
$239M +$2.54M +1% 1.3% 128 15.63%
MWM
5660
MBE Wealth Management
Wisconsin
$239M +$7.62M +3% 2.41% 60.9% 142 9.15%
NEPPG
5661
New England Professional Planning Group
Rhode Island
$239M +$20.4M +9% 1.88% 59% 52 17.31%
CWMGP
5662
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$239M +$2.46M +1% 2.26% 75.9% 91 24.18%
CA
5663
Cresta Advisors
Texas
$239M +$14.4M +6% 1.93% 59.1% 167 71.26%
CI
5664
Cordant Inc
Oregon
$239M +$16.9M +8% 3.19% 47% 72 13.89%
RP
5665
Raelipskie Partnership
Ontario, Canada
$239M +$5.68M +2% 2.62% 120 6.67%
HAM
5666
Harber Asset Management
North Carolina
$238M -$40.5M -15% 1.84% 63.6% 44 38.64%
TPF
5667
Tribridge Partners Financial
Maryland
$238M +$20.6M +9% 0.86% 78 10.26%
MAG
5668
MRA Advisory Group
New Jersey
$238M +$8.91M +4% 1.97% 84.5% 153 20.26%
I
5669
IMPACTfolio
Colorado
$238M +$6.28M +3% 1.82% 51.2% 42 19.05%
BWA
5670
BlueChip Wealth Advisors
Georgia
$238M +$3.76M +2% 1.66% 170 16.47%
AWM
5671
Aviso Wealth Management
Washington
$238M +$8.47M +4% 3.95% 151 10.6%
IIM
5672
Ironwood Investment Management
Massachusetts
$238M +$8.5M +4% 5.22% 164% 180 9.44%
GSB
5673
Greenfield Savings Bank
Massachusetts
$238M +$703K +0.3% 3.2% 97.3% 149 5.37%
AFS
5674
Axiom Financial Strategies
Indiana
$238M +$5.29M +2% 1.74% 54.5% 50 4%
EFA
5675
Edge Financial Advisors
Illinois
$238M +$14.5M +6% 2.21% 144 11.81%