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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
RFP
5701
RCS Financial Planning
Maryland
$162M +$9.65M +6% 76
MAM
5702
McCarthy Asset Management
California
$162M +$6.21M +4% 40
EL
5703
EQ LLC
Washington
$162M +$27.2M +20% 55
CCM
5704
Cox Capital Management
Massachusetts
$162M +$9.03M +6% 87
PSIWM
5705
Paradigm Strategies in Wealth Management
Minnesota
$162M +$10.1M +7% 50
BFG
5706
Baron Financial Group
New Jersey
$162M +$5.24M +3% 52
MWM
5707
MBE Wealth Management
Wisconsin
$162M -$33.4M -17% 100
CCM
5708
Crestwood Capital Management
New York
$162M -$6.96M -4% 18
PFG
5709
Prosperity Financial Group
California
$162M +$17.8M +12% 156
BSWA
5710
Bromfield Sneider Wealth Advisors
Massachusetts
$162M +$14.1M +10% 104
ADMI
5711
Albert D. Mason Inc
Massachusetts
$162M +$10.7M +7% 162
MC
5712
Metavasi Capital
New York
$162M +$27M +20% 38
OFA
5713
Onyx Financial Advisors
Idaho
$162M +$24.8M +18% 15
MWA
5714
MN Wealth Advisors
Kansas
$162M +$16.5M +11% 94
HG
5715
Herbst Group
Connecticut
$162M +$5.66M +4% 68
BWA
5716
Boulder Wealth Advisors
Colorado
$161M 23
HWM
5717
HighMark Wealth Management
Minnesota
$161M +$25.8M +19% 624
FC
5718
Family CFO
California
$161M +$6.37M +4% 66
PM
5719
Penbrook Management
New York
$161M +$12.5M +8% 106
KIG
5720
Kessler Investment Group
Indiana
$161M -$2.07M -1% 213
IFS
5721
Intelligent Financial Strategies
Minnesota
$161M +$18.3M +13% 86
MCA
5722
Maryland Capital Advisors
Maryland
$161M +$9.77M +6% 237
EBWM
5723
Eagle Bluffs Wealth Management
Missouri
$161M +$14.3M +10% 70
E3F
5724
Eight 31 Financial
Texas
$161M -$2.18M -1% 88
EFS
5725
Econ Financial Services
Pennsylvania
$161M +$19M +13% 102