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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
RWS
5676
Resolute Wealth Strategies
Mississippi
$219M +$31.9M +17% 12.9% 97% 108 9.26%
SFP
5677
Strategic Financial Partners
Oregon
$218M +$2.92M +1% 6.44% 43% 83 12.05%
JWWM
5678
Johnson & White Wealth Management
Pennsylvania
$218M +$19.8M +10% 7.14% 76.5% 113 10.62%
EF
5679
Elite Financial
Idaho
$218M +$15.1M +7% 6.7% 54 3.7%
NEPPG
5680
New England Professional Planning Group
Rhode Island
$218M -$1.28M -0.6% 6.59% 59% 48 8.33%
IWMWV
5681
Ironwood Wealth Management (West Virginia)
West Virginia
$218M +$6.46M +3% 4.34% 35.2% 22 0%
BA
5682
Bluesphere Advisors
Pennsylvania
$218M +$17.6M +9% 10.1% 93.4% 99 13.13%
IAM
5683
Infusive Asset Management
New York
$218M -$6.23M -3% 8.46% 40.1% 38 31.58%
YWS
5684
Yarger Wealth Strategies
Ohio
$218M +$26.7M +14% 7.81% 55.1% 121 8.26%
CIA
5685
Citadel Investment Advisory
Ohio
$218M +$11.6M +6% 7.22% 67.4% 83 1.2%
BFS
5686
Burrus Financial Services
Utah
$218M +$9.01M +4% 4.27% 30.2% 10 0%
W
5687
WealthCollab
Washington
$218M +$39M +22% 15.5% 998 7.52%
FFAM
5688
Forge First Asset Management
Canada
$218M -$58.6M -21% 10.1% 112% 57 70.18%
CWP
5689
Core Wealth Partners
California
$218M +$20.8M +11% 7.56% 63.8% 191 12.04%
TPF
5690
Tribridge Partners Financial
Maryland
$218M +$47.3M +28% 5.36% 74 22.97%
NERM
5691
New England Research & Management
Illinois
$218M +$7.19M +3% 7.9% 56.4% 178 35.39%
BCM
5692
Birmingham Capital Management
Alabama
$218M -$8.53M -4% 7.93% 77.6% 99 8.08%
WCP
5693
Wealthcare Capital Partners
Pennsylvania
$218M +$18.7M +9% 5.94% 151 7.28%
CCM
5694
Cobalt Capital Management
New Jersey
$218M +$4.5M +2% 7.46% 180% 35 62.86%
HWM
5695
Howard Wealth Management
Connecticut
$218M +$19.7M +10% 6.74% 60.3% 134 11.94%
II
5696
INCA Investments
Florida
$217M -$40.2M -16% 1.29% 128% 10 10%
BAM
5697
Bellevue Asset Management
Washington
$217M +$11.8M +6% 6.51% 51% 504 9.72%
NVCHI
5698
New Vernon Capital Holdings II
New Jersey
$217M +$8.92M +4% 3.38% 78.2% 86 26.74%
FC
5699
Family CFO
California
$217M +$17.5M +9% 16.3% 84% 90 62.22%
PC
5700
Powers Capital
California
$217M +$15.8M +8% 7.84% 2 0%