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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
CastleKeep Investment Advisors
6676
CastleKeep Investment Advisors
Connecticut
$143M -$3.73M -3% 1.01% 115 44.35%
MCM
6677
Mainstream Capital Management
California
$143M +$25M +21% 5.87% 323 74.3%
RCWM
6678
Royal Capital Wealth Management
Indiana
$143M +$1.11M +0.8% 3.4% 83.8% 97 16.49%
PRRFG
6679
Paul R. Ried Financial Group
Washington
$143M 2.15% 30
MI
6680
Motiv8 Investments
Florida
$143M -$5.96M -4% 0.02% 100 25%
SA
6681
SFI Advisors
New Jersey
$142M +$2.33M +2% 2.75% 82.9% 98 38.78%
AF
6682
Atala Financial
California
$142M 3.99% 475
KAM
6683
Kopion Asset Management
Texas
$142M +$3.55M +3% 4.49% 67.1% 20 5%
SCM
6684
Sheridan Capital Management
California
$142M +$868K +0.6% 0.51% 28 10.71%
TIM
6685
Timelo Investment Management
Ontario, Canada
$142M -$17.5M -11% 3.59% 104% 19 47.37%
TMWM
6686
Taylor & Morgan Wealth Management
Michigan
$142M -$6.74M -5% 2.58% 75.5% 76 11.84%
RFS
6687
Richardson Financial Services
Massachusetts
$142M -$15.1M -10% 0.04% 675 21.33%
MP
6688
MSD Partners
New York
$142M -$15.5M -10% 1.28% 3.5% 20 70%
BAM
6689
Byrne Asset Management
New Jersey
$142M -$4.56M -3% 1.58% 116% 597 28.14%
ZRP
6690
Zynergy Retirement Planning
New Jersey
$142M $0 0% 3.26% 111 0%
SL
6691
SFM LLC
New Hampshire
$142M +$8.46M +6% 1.67% 60 10%
LKBC
6692
L.K. Benson & Company
Maryland
$142M 0.79% 95
CPL
6693
CAP Partners LLC
Tennessee
$142M +$8.01M +6% 6.1% 137 8.03%
FA
6694
Financial Alternatives
California
$142M -$333K -0.2% 1.7% 50.2% 86 6.98%
RHAM
6695
Round Hill Asset Management
California
$142M -$9.29M -6% 1.02% 43.2% 61 1.64%
MAM
6696
McCarthy Asset Management
California
$142M -$19.1M -12% 0.31% 35 28.57%
LFA
6697
Legend Financial Advisors
Pennsylvania
$142M -$3.13M -2% 2.04% 117% 274 44.89%
WFL
6698
Wealth Forward LLC
North Dakota
$142M -$884K -0.6% 2.11% 31 3.23%
BCI
6699
Blue Capital Inc
Nebraska
$142M 6.25% 112
AFS
6700
AFG Fiduciary Services
Massachusetts
$142M -$6.83M -5% 0.58% 61.9% 86 25.58%