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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
EFG
6626
Erickson Financial Group
Pennsylvania
$148M +$14M +10% 11% 63.3% 27 7.41%
RFN
6627
Redwood Financial Network
Ohio
$148M +$16.7M +13% 11% 55.2% 174 9.2%
JHC
6628
J. Hagan Capital
Kentucky
$148M +$25M +20% 10.6% 86 37.21%
IJWM
6629
Inman Jager Wealth Management
Mississippi
$148M +$14.4M +11% 10.2% 84 7.14%
DIS
6630
Diversified Investment Strategies
Louisiana
$148M +$647K +0.4% 4.74% 86% 55 14.55%
LWM
6631
LeConte Wealth Management
Tennessee
$148M -$9.15M -6% 9.69% 105 47.62%
PS
6632
Pinney & Scofield
Massachusetts
$148M +$9.6M +7% 5.7% 222 3.15%
MSWA
6633
Marshall & Sterling Wealth Advisors
New York
$148M +$588K +0.4% 7.49% 690 16.52%
CCA
6634
Coign Capital Advisors
Utah
$148M +$17.7M +14% 7.07% 79 5.06%
AWIRL
6635
Al Warda Investments RSC Ltd
$148M 30.8% 1
WWWM
6636
White Wing Wealth Management
Texas
$148M +$19.2M +15% 9.12% 32 18.75%
NCG
6637
Newport Capital Group
New Jersey
$148M +$8.6M +6% 5.56% 66 13.64%
FI
6638
Finivi Inc
Massachusetts
$148M +$23.3M +19% 18% 103 20.39%
TFP
6639
Traction Financial Partners
Wyoming
$148M +$19.4M +15% 8.08% 85 43.53%
RCWVOTCITCONY
6640
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$147M -$72.4M -33% 8.57% 2 0%
TIM
6641
Thor Investment Management
Ohio
$147M +$11.1M +8% 10.4% 45 11.11%
RPA
6642
Redwood Park Advisors
California
$147M +$22.9M +18% 6.19% 358 14.53%
LWP
6643
LeClair Wealth Partners
Ohio
$147M +$8.53M +6% 9.02% 104 12.5%
CPL
6644
Capital & Planning LLC
Georgia
$147M +$12.6M +9% 9.02% 36 5.56%
MAM
6645
McCarthy Asset Management
California
$147M +$9.17M +7% 4.55% 40.1% 27 7.41%
BFM
6646
Broadview Financial Management
Wisconsin
$147M +$13.2M +10% 8.31% 41.8% 41 7.32%
SRB
6647
Shotwell Rutter Baer
Michigan
$147M +$33.8M +30% 6.13% 37 10.81%
BAS
6648
Brueske Advisory Services
Washington
$147M +$41.5M +39% 7.97% 65 26.15%
PIP
6649
PB Investment Partners
California
$147M +$20.8M +16% 9.85% 73.3% 9 22.22%
WMWM
6650
Wilkins Miller Wealth Management
Alabama
$147M +$14M +10% 6.32% 92 13.04%