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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
RCWM
6426
Royal Capital Wealth Management
Indiana
$115M +$11.2M +11% 9.86% 75.9% 99 15.15%
EB
6427
Exchange Bank
California
$115M +$11.1M +11% 7.41% 67.1% 109 9.17%
IPI
6428
Inflection Point Investments
United Kingdom
$115M 23% 9
AGFVA
6429
Accel Growth Fund V Associates
California
$115M +$7.13M +7% 7.91% 7.63% 2 0%
SMA
6430
Seven Mile Advisory
New Jersey
$115M +$20.1M +21% 13.3% 103% 156 21.79%
EG
6431
Ellerson Group
Maryland
$115M +$7.96M +7% 9.74% 138% 65 29.23%
FFA
6432
Frazier Financial Advisors
Ohio
$115M 11.1% 860
CCA
6433
Clarity Capital Advisors
Florida
$115M 9.11% 74
TSM
6434
Two Star Manager
Florida
$115M 18.7% 12
MLRA
6435
Main Line Retirement Advisors
Montana
$115M 9.1% 37
MWM
6436
Maripau Wealth Management
Indiana
$115M +$6.31M +6% 8.75% 45% 124 30.65%
CCM
6437
Chiron Capital Management
Florida
$115M -$1.31M -1% 8.13% 125 16.8%
VBCG
6438
Valley Brook Capital Group
Pennsylvania
$115M +$13.6M +13% 11.3% 106% 116 14.66%
CCM
6439
Clearfield Capital Management
New York
$115M +$14.7M +15% 9.79% 177% 12 83.33%
TIM
6440
Thor Investment Management
Ohio
$115M 9.07% 47
KFG
6441
Kingdom Financial Group
Arizona
$115M +$8.57M +8% 7.81% 33% 84 25%
CMS
6442
Capital Market Strategies
Florida
$115M +$14.4M +14% 12% 120% 152 9.21%
TIM
6443
Timelo Investment Management
Ontario, Canada
$115M +$38.5M +51% 62.6% 123% 31 58.06%
WAG
6444
Wheelhouse Advisory Group
Missouri
$115M 10.7% 37
GA
6445
Gagnon Advisors
New York
$114M -$5.06M -4% 8.65% 78.2% 30 20%
IDP
6446
In-Depth Partners
Florida
$114M +$8.46M +8% 13% 157% 13 7.69%
SA
6447
swisspartners Advisors
Switzerland
$114M +$761K +0.7% 16.6% 86.6% 30 10%
VWMG
6448
Virginia Wealth Management Group
Virginia
$114M -$33.4M -23% 8.35% 42.1% 71 26.76%
OF
6449
Outfitter Financial
Maine
$114M +$8.2M +8% 10.2% 73.9% 77 5.19%
SWMP
6450
Signature Wealth Management Partners
New Jersey
$114M +$12M +12% 11.7% 70% 101 13.86%