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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
T
5651
TrustBank
Illinois
$240M 2.18% 139
MPCL
5652
My Personal CFO LLC
Washington
$240M -$18.5M -7% 1.46% 67.3% 160 83.13%
MCM
5653
M1 Capital Management
Michigan
$240M +$7.96M +3% 2.58% 113 7.96%
HCM
5654
Hutner Capital Management
Vermont
$240M +$3.2M +1% 1.32% 52.2% 45 4.44%
IFO
5655
Independent Family Office
New York
$240M +$3.16M +1% 2.44% 68.4% 81 4.94%
FF
5656
Foronjy Financial
California
$240M +$11.2M +5% 1.14% 107 6.54%
RC
5657
Resolute Capital
South Carolina
$239M 0.91% 58
WR
5658
WD Rutherford
Oregon
$239M +$4.13M +2% 2.33% 170% 81 19.75%
GSF
5659
Grove Street Fiduciary
New Hampshire
$239M +$27.7M +13% 1.5% 76 3.95%
RWMG
5660
Redwood Wealth Management Group
New Jersey
$239M +$3.29M +1% 2.98% 74.1% 197 14.21%
MMM
5661
Mendel Money Management
Illinois
$239M +$1.09M +0.5% 3.75% 75.4% 154 7.14%
CCAM
5662
Cascades Capital Asset Management
North Carolina
$239M +$11.7M +5% 2.73% 173 15.61%
JCFM
5663
JBR Co Financial Management
Oklahoma
$239M +$2.54M +1% 1.3% 128 15.63%
MWM
5664
MBE Wealth Management
Wisconsin
$239M +$7.62M +3% 2.41% 60.9% 142 9.15%
NEPPG
5665
New England Professional Planning Group
Rhode Island
$239M +$20.4M +9% 1.88% 59% 52 17.31%
CWMGP
5666
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$239M +$2.46M +1% 2.26% 75.9% 91 24.18%
CA
5667
Cresta Advisors
Texas
$239M +$14.4M +6% 1.93% 59.1% 167 71.26%
CI
5668
Cordant Inc
Oregon
$239M +$16.9M +8% 3.19% 47% 72 13.89%
RP
5669
Raelipskie Partnership
Ontario, Canada
$239M +$5.68M +2% 2.62% 120 6.67%
HAM
5670
Harber Asset Management
North Carolina
$238M -$40.5M -15% 1.84% 63.6% 44 38.64%
TPF
5671
Tribridge Partners Financial
Maryland
$238M +$20.6M +9% 0.86% 78 10.26%
MAG
5672
MRA Advisory Group
New Jersey
$238M +$8.91M +4% 1.97% 84.5% 153 20.26%
I
5673
IMPACTfolio
Colorado
$238M +$6.28M +3% 1.82% 51.2% 42 19.05%
BWA
5674
BlueChip Wealth Advisors
Georgia
$238M +$3.76M +2% 1.66% 170 16.47%
AWM
5675
Aviso Wealth Management
Washington
$238M +$8.47M +4% 3.95% 151 10.6%