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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
4WM
6651
4J Wealth Management
Virginia
$175M +$4.5M +3% 2.19% 68.2% 102 11.76%
TIM
6652
Thor Investment Management
Ohio
$175M +$8.37M +5% 7.03% 48 6.25%
MBWA
6653
Marin Bay Wealth Advisors
California
$175M 2.63% 120
AWMNY
6654
Arcadia Wealth Management (New York)
New York
$174M +$9.73M +6% 2.31% 61 11.48%
EPM
6655
Equitec Proprietary Markets
Illinois
$174M -$266M -60% 46.3% 527% 114 60.53%
SC
6656
Shearwater Capital
Colorado
$174M +$5.68M +3% 3.2% 64.2% 53 5.66%
OWA
6657
Oak Wealth Advisors
Illinois
$174M +$2.08M +1% 2.93% 61 6.56%
HP
6658
Harbourvest Partners
Massachusetts
$174M -$30.9M -15% 14.4% 8.96% 11 54.55%
PFS
6659
Prospect Financial Services
New York
$174M +$253K +0.1% 1.48% 114 17.54%
RFA
6660
ROI Financial Advisors
Oregon
$174M +$6.62M +4% 6.6% 69 8.7%
FF
6661
Farrow Financial
Vermont
$174M +$1.71M +1% 2.42% 56 10.71%
SGF
6662
Stephens Greth Foundation
Texas
$174M 2.41% 4
KCM
6663
KRS Capital Management
Michigan
$174M +$8.32M +5% 5.43% 233% 121 12.4%
CFS
6664
Coordinated Financial Services
Colorado
$174M +$17.9M +11% 1.86% 185 15.68%
TCPG
6665
Trivant Custom Portfolio Group
California
$174M -$20.9M -11% 1.91% 86.1% 87 18.39%
RCA
6666
Runnymede Capital Advisors
Ohio
$174M +$52.2M +43% 1.91% 125 84.8%
LWA
6667
Ledgewood Wealth Advisors
New Hampshire
$174M +$4.64M +3% 1.42% 75 6.67%
TCM
6668
Thoma Capital Management
Maryland
$174M -$509K -0.3% 1.32% 62 8.06%
FPH
6669
Financial Planning Hawaii
Hawaii
$174M 3.03% 128
MWM
6670
Melfa Wealth Management
Massachusetts
$174M +$2.95M +2% 1.3% 42.9% 207 8.21%
YWM
6671
Yukon Wealth Management
Kansas
$174M -$132M -43% 1.89% 135 45.19%
DWM
6672
Defined Wealth Management
Oregon
$173M +$1.26M +0.7% 1.58% 70.3% 110 4.55%
OAS
6673
Optivise Advisory Services
Tennessee
$173M +$5.34M +3% 2.37% 231 29%
TA
6674
Tiptree Advisors
New York
$173M +$13.5M +8% 7.75% 27 44.44%
TWM
6675
TLW Wealth Management
Florida
$173M -$1.39M -0.8% 4.97% 82.9% 19 0%