We are live on ! Find out more

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
HFO
5926
Heritage Family Offices
Arizona
$220M +$5.14M +2% 2.1% 220 18.64%
CHA
5927
Cooper/Haims Advisors
New York
$220M +$5.99M +3% 0.55% 53.1% 105 20.95%
LWM
5928
Lakeridge Wealth Management
Ohio
$220M -$4.99M -2% 2.11% 163 10.43%
EF
5929
Elite Financial
Idaho
$220M +$1.57M +0.7% 1.38% 54 1.85%
TCM
5930
Tandem Capital Management
New Jersey
$220M +$4.99M +2% 2.64% 120% 122 9.02%
HFS
5931
Horizon Financial Services
North Carolina
$220M +$10.1M +5% 1.06% 39.5% 387 13.7%
YWM
5932
Yoder Wealth Management
California
$220M +$8.29M +4% 2.16% 58.9% 123 9.76%
MRI
5933
Mad River Investors
Massachusetts
$220M -$14.1M -6% 5.22% 225% 40 12.5%
RA
5934
Rockingstone Advisors
Massachusetts
$219M +$16.8M +8% 5.87% 101% 115 9.57%
AFT
5935
Alpha Family Trust
California
$219M +$6.25M +3% 4.98% 198% 209 15.31%
PPW
5936
PACK Private Wealth
Minnesota
$219M +$7.06M +3% 2.36% 52.8% 58 5.17%
RGF
5937
Retirement Guys Formula
Ohio
$219M -$64.9M -23% 1.09% 70.2% 180 22.78%
TSS
5938
Taylor Securities Services
Pennsylvania
$219M 1.86% 54
RCM
5939
Ravenstone Capital Management
$219M +$14.9M +7% 5.05% 63% 42 7.14%
NC
5940
Nipun Capital
California
$219M +$60.8M +38% 1.18% 13 61.54%
GCGDR
5941
Genoa Capital Gestora de Recursos
$219M 3.16% 17
MWM
5942
MOR Wealth Management
Pennsylvania
$219M 2.36% 105
PP
5943
PFS Partners
New Jersey
$219M +$8.32M +4% 2.79% 63.2% 603 8.79%
MWM
5944
Mosley Wealth Management
California
$219M 1.46% 154
SCM
5945
Step Capital Management
$218M 19.8% 26
FF
5946
Finley Financial
Nevada
$218M +$2.15M +1% 2.01% 124 13.71%
WDC
5947
Woodward Diversified Capital
California
$218M +$3.62M +2% 3.41% 107% 196 13.27%
ORG
5948
Optimist Retirement Group
Washington
$218M -$3.01M -1% 5.38% 126 16.67%
LCG
5949
Lynx Capital Group
Ohio
$218M +$2.52M +1% 2.13% 90 11.11%
KCM
5950
Knoll Capital Management
Florida
$218M +$31.4M +17% 16.3% 258% 39 17.95%