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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
RA
6476
RiverTree Advisors
Florida
$152M +$4.76M +3% 0.06% 25.4% 48 33.33%
WB
6477
West Bancorporation
Iowa
$152M +$2.32M +2% 2.17% 64.4% 105 15.24%
VSCP
6478
Vesey Street Capital Partners
New York
$152M +$3.52M +2% 2.37% 47.8% 1 0%
CF
6479
Claris Financial
Virginia
$152M 1.4% 153
AWM
6480
Able Wealth Management
New Jersey
$152M +$20.1M +15% 0.88% 100 14%
IWM
6481
Inlight Wealth Management
Georgia
$152M 4.83% 50
MCM
6482
Mork Capital Management
California
$152M +$12.4M +9% 0.99% 61.9% 138 34.78%
RTM
6483
Red Tree Management
California
$152M 16% 4
FD
6484
Financial Designs
California
$152M -$3.14M -2% 0.11% 42.1% 21 9.52%
TCFP
6485
Treasure Coast Financial Planning
Florida
$152M -$10.2M -6% 2.58% 32.6% 38 10.53%
MLRA
6486
Main Line Retirement Advisors
Montana
$152M +$5.93M +4% 2.26% 44 25%
PSIWM
6487
Paradigm Strategies in Wealth Management
Minnesota
$152M -$7.85M -5% 1.32% 37.9% 55 16.36%
BAM
6488
Boyar Asset Management
New York
$152M -$3.74M -2% 0.99% 75.5% 79 1.27%
HAM
6489
Hedges Asset Management
Nevada
$152M +$423K +0.3% 0.25% 120 10.83%
GW
6490
Griffith & Werner
Georgia
$151M 1.79% 69
RVM
6491
Robinson Value Management
Texas
$151M -$2.58M -2% 4.11% 70.8% 81 18.52%
BGWM
6492
Bridge Generations Wealth Management
Florida
$151M 3.96% 97
CJ
6493
Caitlin John
Michigan
$151M -$8.64M -5% 0.33% 890 7.3%
GCCM
6494
Green Court Capital Management
Hong Kong
$151M -$123M -45% 12.9% 33.4% 3 33.33%
SIC
6495
Sterling Investment Counsel
New York
$151M -$129M -46% 2.43% 82.8% 178 30.9%
GWM
6496
Greenhouse Wealth Management
Connecticut
$151M +$2.8M +2% 4.1% 78.8% 64 14.06%
BIM
6497
Bullseye Investment Management
Ohio
$151M -$20.5M -12% 0.58% 36.2% 97 57.73%
EFA
6498
Efficient Frontier Advisors
Connecticut
$151M -$3.29M -2% 1.98% 18 5.56%
ACM
6499
Ategra Capital Management
Virginia
$151M +$10.4M +7% 10.5% 114% 25 20%
CAM
6500
Costello Asset Management
Pennsylvania
$151M +$1.66M +1% 0.67% 65.9% 205 13.66%