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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
BIM
5776
Brentview Investment Management
Illinois
$221M +$1.68M +0.8% 2.98% 70 12.86%
GL
5777
Gildi lifeyrissjodur
$221M 8.71% 2
CastleKeep Investment Advisors
5778
CastleKeep Investment Advisors
Connecticut
$221M +$7.14M +3% 2.31% 92 7.61%
TCG
5779
Transcendent Capital Group
Oklahoma
$221M -$2.56M -1% 1.55% 133 24.06%
FCM
5780
Forager Capital Management
Alabama
$221M -$5.8M -3% 4.61% 30.6% 12 16.67%
SA
5781
Sunesis Advisors
Kansas
$221M +$6.76M +3% 1.82% 55 10.91%
RF
5782
Robbins Farley
New Hampshire
$221M -$20M -8% 0.68% 98.2% 180 22.78%
GWM
5783
Grand Wealth Management
Michigan
$221M +$13.3M +6% 2.31% 44.3% 86 18.6%
TFG
5784
Team Financial Group
California
$220M +$4.65M +2% 1.26% 42.4% 276 10.14%
SFG
5785
Seamount Financial Group
Colorado
$220M +$8.45M +4% 2.57% 138 7.25%
FAM
5786
Forte Asset Management
New York
$220M +$12.4M +6% 1.04% 48.8% 75 5.33%
CWL
5787
Causey Wealth LLC
Colorado
$220M +$15.3M +7% 1.55% 76 18.42%
HFO
5788
Heritage Family Offices
Arizona
$220M +$5.14M +2% 2.1% 220 18.64%
CHA
5789
Cooper/Haims Advisors
New York
$220M +$5.99M +3% 0.55% 41.9% 105 20.95%
LWM
5790
Lakeridge Wealth Management
Ohio
$220M -$4.99M -2% 2.11% 163 10.43%
EF
5791
Elite Financial
Idaho
$220M +$1.57M +0.7% 1.38% 54 1.85%
TCM
5792
Tandem Capital Management
New Jersey
$220M +$4.99M +2% 2.64% 83.8% 122 9.02%
HFS
5793
Horizon Financial Services
North Carolina
$220M +$10.1M +5% 1.06% 39.5% 387 13.7%
YWM
5794
Yoder Wealth Management
California
$220M +$8.29M +4% 2.16% 58.9% 123 9.76%
MRI
5795
Mad River Investors
Massachusetts
$220M -$14.1M -6% 5.22% 206% 40 12.5%
RA
5796
Rockingstone Advisors
Massachusetts
$219M +$16.8M +8% 5.87% 101% 115 9.57%
AFT
5797
Alpha Family Trust
California
$219M +$6.25M +3% 4.98% 142% 209 15.31%
PPW
5798
PACK Private Wealth
Minnesota
$219M +$7.06M +3% 2.36% 43.6% 58 5.17%
RGF
5799
Retirement Guys Formula
Ohio
$219M -$64.9M -23% 1.09% 70.2% 180 22.78%
TSS
5800
Taylor Securities Services
Pennsylvania
$219M 1.86% 54