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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
TFG
6401
Taylor Financial Group
Virginia
$122M 13.3% 89
RFMS
6402
RWQ Financial Management Services
Florida
$122M +$29.4M +32% 17.7% 415% 28 50%
CCA
6403
Cottonwood Capital Advisors
Utah
$121M +$14.4M +13% 11% 78.3% 131 29.01%
RA
6404
Rosalind Advisors
Ontario, Canada
$121M 40.6% 30
OM
6405
OV Management
Minnesota
$121M 13.9% 59
PAG
6406
Paladin Advisory Group
Iowa
$121M +$2.49M +2% 9.92% 71.9% 262 14.12%
MAM
6407
MWA Asset Management
Massachusetts
$121M +$17.5M +17% 14.6% 174% 118 9.32%
SL
6408
SFM LLC
New Hampshire
$121M 10.3% 57
MMC
6409
Mainsail Management Company
Texas
$121M +$25.1M +26% 26.4% 55% 2 0%
PF
6410
Penney Financial
Texas
$121M 10.1% 31
DCI
6411
Data Collective IV
California
$121M +$15.2M +14% 16.5% 317% 5 0%
DM
6412
Diker Management
New York
$121M +$8.9M +8% 11.6% 210% 41 26.83%
RFA
6413
ROI Financial Advisors
Oregon
$121M 13% 62
SWIM
6414
Smallwood Wealth Investment Management
New Jersey
$121M +$11M +10% 10.2% 67.4% 66 7.58%
CPCP
6415
Cedar Point Capital Partners
Iowa
$121M 8.86% 50
CWM
6416
Cordatus Wealth Management
Pennsylvania
$121M +$11.4M +10% 11.1% 96.3% 60 10%
TIM
6417
Tikehau Investment Management
France
$121M -$2.07M -2% 14.7% 102% 15 0%
KCM
6418
Knoll Capital Management
Florida
$121M +$24.4M +25% 14.8% 260% 41 31.71%
MCM
6419
M28 Capital Management
Connecticut
$121M +$33.5M +38% 59.9% 200% 11 9.09%
KCS
6420
Koonce Calvin Scott
$121M +$26.4M +28% 28.1% 67.9% 2 0%
JWWM
6421
Johnson & White Wealth Management
Pennsylvania
$121M +$10.1M +9% 9.61% 76.5% 81 13.58%
SWM
6422
Schwallier Wealth Management
Michigan
$121M 6.69% 35
LI
6423
LHM Inc
Utah
$121M 11.9% 8
PBM
6424
Propel Bio Management
California
$121M 28.1% 34
DWMS
6425
Dominguez Wealth Management Solutions
Virginia
$121M +$12.3M +11% 8.31% 47.2% 59 6.78%