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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
RLWM
6426
RF&L Wealth Management
Massachusetts
$131M +$1.59M +1% 2.15% 69.9% 56 0%
EG
6427
Ellerson Group
Maryland
$131M +$619K +0.5% 8.6% 148% 51 11.76%
CBCM
6428
Cook & Bynum Capital Management
Alabama
$131M +$229K +0.2% 3.5% 46.8% 5 0%
SMF
6429
Sterling Manor Financial
New York
$131M -$1.78M -1% 0.58% 42.4% 28 21.43%
GA
6430
Gagnon Advisors
New York
$131M +$16.1M +14% 12.6% 129% 28 7.14%
LFASL
6431
Lugano Financial Advisors SA (LFA)
Switzerland
$131M -$6.07M -4% 1.2% 44.9% 184 19.57%
HFW
6432
Horizon Family Wealth
Illinois
$131M +$1.59M +1% 2.88% 68.6% 76 0%
NWMG
6433
National Wealth Management Group
Ohio
$131M +$2.74M +2% 4.97% 123% 160 35.63%
F4L
6434
Fortune 45 LLC
Louisiana
$131M +$9.43M +8% 5.45% 78.9% 26 3.85%
E3F
6435
Eight 31 Financial
Texas
$131M -$30M -19% 0.03% 92 31.52%
EFG
6436
Erickson Financial Group
Pennsylvania
$131M +$3.62M +3% 3.25% 63.3% 24 8.33%
KAM
6437
Kinney Asset Management
Illinois
$131M -$24.6M -16% 9.87% 10.1% 4 0%
PCMU
6438
Paragon Capital Management (Utah)
Utah
$131M -$2.49M -2% 1.31% 69.4% 81 32.1%
SWM
6439
StoneCrest Wealth Management
Arizona
$131M +$15.4M +13% 8.59% 60 20%
HM
6440
Harvest Management
New York
$131M -$17.3M -12% 6.21% 610% 70 71.43%
ACM
6441
Ariose Capital Management
Hong Kong
$131M -$58.9M -31% 5.82% 1,745% 18 61.11%
AMAL
6442
Asset Management Advisors LLC
Oklahoma
$131M +$2.21M +2% 0.27% 124% 18 16.67%
EFP
6443
Envision Financial Planning
Tennessee
$131M +$7.06M +6% 0.02% 32.1% 31 6.45%
MC
6444
Muzinich & Co
New York
$131M -$19.5M -13% 1.57% 9.67% 70 48.57%
LAM
6445
Lewis Asset Management
California
$131M +$9.46M +8% 7.88% 121 6.61%
OS
6446
Objectivity Squared
South Carolina
$131M +$17M +15% 0.64% 50 10%
GWMI
6447
Guardian Wealth Management (Illinois)
Illinois
$131M +$975K +0.8% 0.45% 103% 256 11.33%
WWC
6448
Waypoint Wealth Counsel
Georgia
$131M +$993K +0.8% 3.95% 96.6% 98 11.22%
MLRA
6449
Main Line Retirement Advisors
Montana
$131M +$3.45M +3% 0.48% 36 2.78%
ZRP
6450
Zynergy Retirement Planning
New Jersey
$131M 0.27% 125