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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
FA
6276
FDx Advisors
Illinois
$196M -$138M -41% 1.31% 66.2% 188 53.72%
FCC
6277
Flower City Capital
New York
$196M +$10.1M +5% 2.59% 60.7% 46 10.87%
NWM
6278
NRI Wealth Management
California
$196M +$8.97M +5% 6.18% 33 9.09%
AFWM
6279
Arta Finance Wealth Management
California
$196M 2.94% 90
CS
6280
Capital Square
Tennessee
$196M -$129K -0.1% 1.94% 53.1% 236 17.37%
CFG
6281
Cosner Financial Group
Colorado
$196M +$10M +5% 0.84% 49.7% 38 5.26%
PCMM
6282
Piedmont Capital Management (Montana)
Montana
$196M +$6.45M +3% 3.81% 94% 53 1.89%
TM
6283
Torren Management
California
$196M 3% 1,474
AW
6284
Apricus Wealth
South Carolina
$196M +$10.4M +6% 5.11% 78.8% 133 13.53%
BWM
6285
Braeburn Wealth Management
Michigan
$196M 4.47% 84
KCM
6286
KM Capital Management
Texas
$196M -$20.6M -10% 2.58% 60.8% 55 20%
SFB
6287
STAR Financial Bank
Indiana
$196M +$26.6M +16% 1.47% 53.4% 125 20%
TP
6288
TenCore Partners
New York
$196M -$30M -13% 2.26% 50.4% 14 14.29%
FHC
6289
Forest Hill Capital
Arkansas
$196M +$25.7M +15% 15.1% 112% 39 15.38%
GRWP
6290
Green Ridge Wealth Planning
New Jersey
$196M 3.45% 87
LWM
6291
Level Wealth Management
North Carolina
$196M +$5.56M +3% 1.31% 64 10.94%
TF
6292
Tudor Financial
Ohio
$195M +$7.17M +4% 2.62% 147 8.84%
O3W
6293
Omni 360 Wealth
New Jersey
$195M +$16.9M +9% 1.97% 131 10.69%
HPM
6294
HealthCor Partners Management
South Carolina
$195M -$30.2M -13% 0% 1 0%
AIM
6295
Athena Investment Management
California
$195M +$3.22M +2% 2.46% 80.6% 160 6.25%
BW
6296
BostonPremier Wealth
Massachusetts
$195M -$6.19M -3% 2.63% 74 8.11%
AA
6297
Aufman Associates
Pennsylvania
$195M +$17.5M +10% 3.93% 136% 69 7.25%
RMC
6298
Ring Mountain Capital
California
$195M +$14.5M +8% 6.16% 107 15.89%
SFS
6299
Symphony Financial Services
Ohio
$195M +$9.26M +5% 1.23% 108 12.96%
LIM
6300
Lancaster Investment Management
United Kingdom
$195M -$38.3M -16% 4.33% 18% 9 22.22%