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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
FIS
6601
Fischer Investment Strategies
California
$149M +$13.2M +10% 10.6% 81% 40 25%
RA
6602
RiverTree Advisors
Florida
$149M -$474K -0.3% 2.74% 25.4% 65 32.31%
BIG
6603
Bush Investment Group
Georgia
$149M +$16.2M +12% 10.1% 39 17.95%
CCA
6604
Cottonwood Capital Advisors
Utah
$149M +$12.9M +9% 9.09% 78.3% 135 11.11%
AMAL
6605
Asset Management Advisors LLC
Oklahoma
$149M +$2.11M +1% 1.34% 124% 17 5.88%
VWA
6606
VERITY Wealth Advisors
United States
$149M +$13.9M +10% 9.6% 59.9% 75 4%
IIM
6607
InTrack Investment Management
Vermont
$149M +$38.8M +35% 11.4% 84.9% 119 31.09%
RFS
6608
Richardson Financial Services
Massachusetts
$149M +$17.5M +13% 8.23% 648 13.12%
WFL
6609
Wealth Forward LLC
North Dakota
$149M +$8.29M +6% 6.22% 34 8.82%
GA
6610
Gagnon Advisors
New York
$149M +$7.03M +5% 16.9% 78.2% 29 20.69%
SFA
6611
Salus Financial Advisors
Colorado
$149M +$16.6M +13% 9.27% 37 18.92%
FHC
6612
Fort Henry Capital
West Virginia
$149M +$9.5M +7% 5.53% 37% 16 12.5%
KFS
6613
Keynote Financial Services
Connecticut
$149M +$8.7M +6% 4.05% 165 6.06%
IAIM
6614
Industrial Alliance Investment Management
Quebec, Canada
$149M +$23.3M +19% 14.4% 61.5% 6 0%
FCM
6615
FourWorld Capital Management
New York
$149M -$7.01M -5% 10.4% 114% 31 51.61%
SI
6616
Stonekeep Investments
New Mexico
$149M +$12.9M +10% 9.38% 65 7.69%
PDN
6617
Pensionfund DSM Netherlands
Netherlands
$148M -$2.82M -2% 1.8% 36.6% 71 0%
KAM
6618
Kopion Asset Management
Texas
$148M +$19.8M +15% 16.1% 67.1% 21 9.52%
BFP
6619
Brewster Financial Planning
New York
$148M +$12.9M +10% 6.29% 40.8% 26 3.85%
CWP
6620
Clark Wealth Partners
Illinois
$148M +$13.3M +10% 7.8% 640 33.59%
TMWM
6621
Taylor & Morgan Wealth Management
Michigan
$148M +$15.5M +12% 11.2% 75.5% 73 13.7%
MCWA
6622
Meadow Creek Wealth Advisors
Georgia
$148M +$14.1M +11% 9.72% 147 13.61%
RHAM
6623
Round Hill Asset Management
California
$148M +$9.03M +6% 4.29% 40.7% 64 7.81%
4WM
6624
4J Wealth Management
Virginia
$148M +$21.2M +17% 8.62% 68.2% 96 9.38%
FFP
6625
Forbes Financial Planning
Rhode Island
$148M +$13M +10% 6.27% 46.7% 37 24.32%