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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
RFA
6226
Resurgent Financial Advisors
Georgia
$199M -$4.32M -2% 1.98% 86.4% 229 15.28%
ACM
6227
AUA Capital Management
Pennsylvania
$199M +$21.2M +12% 2.27% 61.4% 82 8.54%
RCM
6228
Richardson Capital Management
Wisconsin
$199M -$11.1M -5% 1.75% 268 23.88%
CA
6229
Corrado Advisors
New Jersey
$199M +$13.2M +7% 2.2% 64% 125 11.2%
LKBC
6230
L.K. Benson & Company
Maryland
$199M +$13.7M +7% 1.5% 116 12.07%
SF
6231
SWP Financial
California
$199M +$2.89M +1% 1.36% 75 4%
HWA
6232
Hilltop Wealth Advisors
North Carolina
$199M +$7.27M +4% 3.38% 58.3% 54 5.56%
MIM
6233
Marshall Investment Management
Colorado
$199M +$10.2M +5% 3.38% 81 13.58%
HI
6234
Harrington Investments
California
$199M -$1.24M -0.6% 3.06% 92.5% 86 3.49%
NWMP
6235
Noble Wealth Management PBC
Colorado
$199M +$11.2M +6% 0.63% 616 17.86%
DRD
6236
Dennis R. Delaney
$199M -$703K -0.4% 4.31% 84.3% 51 7.84%
WAL
6237
W Advisors LLC
Tennessee
$199M +$8.95M +5% 3.54% 73.8% 146 8.9%
SFS
6238
Sharp Financial Services
Pennsylvania
$199M +$14.8M +8% 3.11% 117 13.68%
PRI
6239
Prepared Retirement Institute
Pennsylvania
$199M +$6.86M +4% 1.55% 85 7.06%
WPA
6240
Wealth Preservation Advisors
Tennessee
$199M +$26.8M +16% 4.84% 639 10.64%
EWM
6241
Evergreen Wealth Management
Michigan
$199M +$7.81M +4% 4.47% 62.1% 55 9.09%
MCP
6242
Miller Capital Partners
Michigan
$199M 4.94% 265
FU
6243
Fairfield University
Connecticut
$199M -$3.27M -2% 1.94% 61.9% 3 0%
OF
6244
Optimize Financial
California
$199M +$6.5M +3% 9.47% 325 2.15%
PD
6245
Planning Directions
Pennsylvania
$198M +$6.86M +4% 1.17% 46.3% 103 11.65%
IWP
6246
Innova Wealth Partners
Pennsylvania
$198M +$13.1M +7% 2.89% 68% 159 23.9%
PCM
6247
Prospera Capital Management
Arizona
$198M -$8.64M -4% 1.75% 49 18.37%
BC
6248
BDFS Capital
Delaware
$198M 1.2% 134
MWA
6249
MN Wealth Advisors
Kansas
$198M +$10.9M +6% 2.97% 131 17.56%
ALS
6250
Andrew L. Share
$198M +$53.4M +37% 3.68% 14.8% 18 11.11%