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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
RA
5951
Riverstone Advisors
Texas
$203M -$9.44M -4% 2.51% 104% 76 26.32%
TWM
5952
Trevian Wealth Management
Massachusetts
$203M -$8.11M -4% 3.47% 94.1% 51 17.65%
IFU
5953
iSAM Funds (UK)
United Kingdom
$203M -$75.6M -27% 3.96% 48.3% 476 76.68%
SFS
5954
Sharp Financial Services
Pennsylvania
$203M +$3.79M +2% 0.91% 131 22.14%
AFWM
5955
Arta Finance Wealth Management
California
$202M +$6.4M +3% 3.31% 104 22.12%
CWM
5956
CarsonAllaria Wealth Management
Illinois
$202M +$894K +0.4% 0.58% 51.7% 72 11.11%
GDADCM
5957
Groupe des Assurances du Credit Mutuel
France
$202M -$92.6M -31% 21.8% 6 33.33%
4FG
5958
4Thought Financial Group
New York
$202M +$294K +0.1% 1.79% 37.6% 101 12.87%
TI
5959
tru Independence
Oregon
$202M -$194M -49% 1.35% 55.7% 139 31.65%
NC
5960
Nipun Capital
California
$202M -$17M -8% 6.66% 11 27.27%
BFA
5961
Brendel Financial Advisors
New Hampshire
$202M -$1.26M -0.6% 4.04% 126% 125 44%
SPAS
5962
Spectrum Planning & Advisory Services
California
$202M +$7.66M +4% 1.24% 124 16.94%
PCMK
5963
Paragon Capital Management (Kansas)
Kansas
$202M +$4.62M +2% 5.49% 87.5% 61 9.84%
HWMO
5964
Heritage Wealth Management (Ohio)
Ohio
$202M -$158M -44% 3.27% 265 43.4%
PCM
5965
Pointe Capital Management
Michigan
$202M +$334K +0.2% 0.23% 57.6% 163 11.66%
BSA
5966
Bull Street Advisors
Georgia
$202M -$13.2M -6% 2.21% 41.9% 95 4.21%
MFG
5967
Marmo Financial Group
Tennessee
$202M -$9.39M -4% 3.36% 47.5% 40 10%
AL
5968
ARWA LLC
Texas
$202M +$30.6M +18% 1.29% 158 27.22%
SFG
5969
Sowa Financial Group
Rhode Island
$202M +$9.8M +5% 2.34% 77.7% 31 6.45%
GW
5970
Griffith & Werner
Georgia
$202M +$5.43M +3% 0.47% 74 8.11%
BFA
5971
Brown Financial Advisory
Alabama
$202M +$3.79M +2% 1.12% 66.3% 58 18.97%
FFG
5972
Foundry Financial Group
New Hampshire
$202M +$1.74M +0.9% 0.32% 73 13.7%
PRI
5973
Prepared Retirement Institute
Pennsylvania
$202M +$2.8M +1% 1.32% 83 8.43%
NIMC
5974
Nierenberg Investment Management Company
Washington
$201M -$4.47M -2% 1.45% 135% 54 27.78%
CFAM
5975
Center For Asset Management
Florida
$201M +$10.1M +5% 0.09% 60.7% 155 13.55%