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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
RWRC
6176
R.W. Roge & Company
New York
$202M +$7.43M +4% 2.46% 68.1% 64 12.5%
LD
6177
Lipe & Dalton
New York
$202M +$585K +0.3% 5.28% 89.6% 97 6.19%
FCFC
6178
First Citizens Financial Corp
Iowa
$202M +$132K +0.1% 2.9% 68.1% 139 10.79%
BM
6179
Brandywine Managers
Delaware
$202M +$98M +94% 0.99% 96.3% 38 2.63%
BPFA
6180
Barnes Pettey Financial Advisors
Mississippi
$202M +$19.8M +11% 1.8% 79.7% 145 14.48%
TVWM
6181
Tower View Wealth Management
Wisconsin
$202M +$8.93M +5% 3.83% 132% 187 13.37%
SWMP
6182
Signature Wealth Management Partners
New Jersey
$202M +$11.2M +6% 2.87% 80.4% 124 12.1%
TWM
6183
Thryve Wealth Management
Texas
$202M 0.29% 94
4FG
6184
4Thought Financial Group
New York
$202M +$4.12M +2% 0.97% 37.6% 97 16.49%
CP
6185
Castleview Partners
Texas
$202M +$17.7M +10% 1.98% 54.5% 210 22.38%
SWIA
6186
Solano Wealth Investment Advisors
California
$202M -$5.52M -3% 2.02% 36 8.33%
PCM
6187
Pointe Capital Management
Michigan
$202M -$2.94M -1% 2.24% 62.6% 162 9.88%
CWWM
6188
Curry Webb Wealth Management
Indiana
$202M 3.68% 67
CAM
6189
Chou Associates Management
Ontario, Canada
$202M -$6.19M -3% 6.17% 66.4% 31 9.68%
CWM
6190
CarsonAllaria Wealth Management
Illinois
$202M +$9.21M +5% 1.95% 51.7% 71 8.45%
WI
6191
Wealth Intelligence
Georgia
$202M 0.59% 55
FFL
6192
Financial Freedom LLC
Ohio
$201M +$729K +0.4% 1.81% 72% 365 9.04%
CC
6193
CF Capital
Massachusetts
$201M +$38.4M +24% 2.71% 57 31.58%
RCM
6194
Rings Capital Management
Illinois
$201M -$11.8M -6% 1.88% 40.9% 8 25%
KFA
6195
Kapstone Financial Advisors
Ohio
$201M -$11.1M -5% 1.72% 131% 139 16.55%
DRP
6196
Decker Retirement Planning
Utah
$201M +$19.3M +11% 6.49% 272 34.93%
JWM
6197
Johnson Wealth Management
North Dakota
$201M +$19.4M +11% 2.17% 50 6%
SCGM
6198
Starwood Capital Group Management
Florida
$201M +$24.4M +14% 1.6% 16.2% 7 14.29%
AFTS
6199
American Financial & Tax Strategies
New York
$201M +$331K +0.2% 0.83% 97 4.12%
B
6200
Birchbrook
Maine
$201M +$7.21M +4% 2.05% 308 15.58%