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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
RWM
6426
Riverchase Wealth Management
Texas
$158M +$14.8M +10% 6.16% 73 16.44%
PFA
6427
Petra Financial Advisors
Colorado
$158M +$35.6M +29% 11.5% 129% 146 19.86%
EFA
6428
Efficient Frontier Advisors
Connecticut
$158M +$3.8M +2% 4.86% 22 4.55%
FCM
6429
Fire Capital Management
California
$157M +$21.5M +16% 16.2% 97 12.37%
WMA
6430
William Mack & Associates
Michigan
$157M +$40.6M +35% 8.57% 81 17.28%
MSRI
6431
Michael S. Ryan Inc
New York
$157M +$14.4M +10% 9.37% 60.4% 48 6.25%
CA
6432
Carson Advisory
Georgia
$157M +$8.87M +6% 6.01% 57.9% 176 9.66%
RFA
6433
ROI Financial Advisors
Oregon
$157M +$19.7M +14% 15.3% 73 19.18%
TCM
6434
Thoma Capital Management
Maryland
$157M +$14.1M +10% 10.3% 60 5%
KFGG
6435
Keystone Financial Group (Georgia)
Georgia
$157M +$15M +11% 4.31% 161 11.18%
AA
6436
Atmos Advisory
Pennsylvania
$157M +$7.86M +5% 5.03% 30.2% 20 0%
LP
6437
LB Partners
Virginia
$157M +$17.7M +13% 19% 25 20%
EWA
6438
Emergent Wealth Advisors
New York
$157M +$18.5M +13% 9.05% 120 14.17%
CWI
6439
Conscious Wealth Investments
Florida
$157M +$12.6M +9% 11.3% 55 3.64%
AFS
6440
AFG Fiduciary Services
Massachusetts
$156M +$19.9M +15% 8.36% 61.9% 91 26.37%
RIM
6441
Ryan Investment Management
Colorado
$156M 9.27% 52
PIM
6442
Peregrine Investment Management
Ontario, Canada
$156M +$22.5M +17% 25.3% 24 25%
CNWM
6443
Clay Northam Wealth Management
California
$156M +$13.5M +9% 12% 84.5% 95 8.42%
AFS
6444
Anderson Financial Strategies
Ohio
$156M -$7.14M -4% 6.37% 241 85.06%
PPG
6445
Peak Planning Group
Colorado
$156M -$81.5M -34% 9.87% 82.4% 132 39.39%
AC
6446
Attessa Capital
Arizona
$156M +$3.36M +2% 9.52% 41 17.07%
MPW
6447
MGO Private Wealth
California
$156M +$14.4M +10% 8.07% 44% 65 21.54%
LTL
6448
Lowery Thomas LLC
California
$156M +$10M +7% 11.6% 55.8% 57 10.53%
MRCM
6449
Mill Road Capital Management
Connecticut
$156M -$20.1M -11% 12.2% 38.3% 29 37.93%
FA
6450
Fortis Advisors
Pennsylvania
$156M +$2.72M +2% 7.24% 48.4% 121 11.57%