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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 Avg Holding
Period (Yrs)
Retirement Guys Formula
5951
Retirement Guys Formula
Ohio
$219M -$64.9M -23% 1.09% 75.7% 180 22.78% 1.8
Taylor Securities Services
5952
Taylor Securities Services
Pennsylvania
$219M – – 1.86% – 54 – 0
Ravenstone Capital Management
5953
Ravenstone Capital Management
$219M +$14.9M +7% 5.05% 63% 42 7.14% 3
Nipun Capital
5954
Nipun Capital
California
$219M +$60.8M +38% 1.18% 30.2% 13 61.54% 0.9
Genoa Capital Gestora de Recursos
5955
Genoa Capital Gestora de Recursos
$219M – – 3.16% – 17 – 0.4
MOR Wealth Management
5956
MOR Wealth Management
Pennsylvania
$219M – – 2.36% – 105 – 0
PFS Partners
5957
PFS Partners
New Jersey
$219M +$8.32M +4% 2.79% 65.2% 603 8.79% 2.2
Mosley Wealth Management
5958
Mosley Wealth Management
California
$219M – – 1.46% – 154 – 1.1
Step Capital Management
5959
Step Capital Management
$218M – – 19.8% – 26 – 0
Finley Financial
5960
Finley Financial
Nevada
$218M +$2.15M +1% 2.01% – 124 13.71% 1
Woodward Diversified Capital
5961
Woodward Diversified Capital
California
$218M +$3.62M +2% 3.41% 118% 196 13.27% 2.5
Optimist Retirement Group
5962
Optimist Retirement Group
Washington
$218M -$3.01M -1% 5.38% 92.2% 126 16.67% 1.4
Lynx Capital Group
5963
Lynx Capital Group
Ohio
$218M +$2.52M +1% 2.13% 65.6% 90 11.11% 1.6
KCM
5964
Knoll Capital Management
Florida
$218M +$31.4M +17% 16.3% 258% 39 17.95% 2.7
Byrne Financial Freedom
5965
Byrne Financial Freedom
Massachusetts
$218M +$17M +8% 5.54% – 108 17.59% 0.8
Fearnley Asset Management
5966
Fearnley Asset Management
$218M – – 0.97% – 21 – 0
Ayrshire Capital Management
5967
Ayrshire Capital Management
Connecticut
$218M +$2.38M +1% 1.89% 84.8% 54 22.22% 3.3
Financial Planning Navigators
5968
Financial Planning Navigators
Minnesota
$218M – – 2.62% – 47 – 0
Ridgepath Capital Management
5969
Ridgepath Capital Management
Tennessee
$218M -$16.5M -7% 0.2% 73.5% 48 4.17% 1.5
Endowment Wealth Management
5970
Endowment Wealth Management
Wisconsin
$218M -$2.7M -1% 0.07% 70.7% 172 21.51% 2.4
IRON Financial
5971
IRON Financial
Illinois
$218M +$8.75M +4% 1.61% 60.6% 147 15.65% 3.1
Cohen Investment Advisors
5972
Cohen Investment Advisors
New Hampshire
$217M +$11.5M +6% 5.94% 90.6% 78 0% 4.6
DCM
5973
Dilation Capital Management
New York
$217M +$15.7M +8% 2.22% – 23 26.09% 0.6
RFMS
5974
RWQ Financial Management Services
Florida
$217M -$13M -6% 3.8% 446% 26 34.62% 1.7
Maripau Wealth Management
5975
Maripau Wealth Management
Indiana
$217M +$18.8M +9% 0.78% 55.6% 158 15.82% 1.2