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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
RCA
6676
Runnymede Capital Advisors
Ohio
$174M +$52.2M +43% 1.91% 125 84.8%
LWA
6677
Ledgewood Wealth Advisors
New Hampshire
$174M +$4.64M +3% 1.42% 75 6.67%
TCM
6678
Thoma Capital Management
Maryland
$174M -$509K -0.3% 1.32% 62 8.06%
FPH
6679
Financial Planning Hawaii
Hawaii
$174M 3.03% 128
MWM
6680
Melfa Wealth Management
Massachusetts
$174M +$2.95M +2% 1.3% 42.9% 207 8.21%
YWM
6681
Yukon Wealth Management
Kansas
$174M -$132M -43% 1.89% 135 45.19%
DWM
6682
Defined Wealth Management
Oregon
$173M +$1.26M +0.7% 1.58% 70.3% 110 4.55%
OAS
6683
Optivise Advisory Services
Tennessee
$173M +$5.34M +3% 2.37% 231 29%
TA
6684
Tiptree Advisors
New York
$173M +$13.5M +8% 7.75% 27 44.44%
TWM
6685
TLW Wealth Management
Florida
$173M -$1.39M -0.8% 4.97% 82.9% 19 0%
WSA
6686
Wealth Science Advisors
Georgia
$173M 3.49% 71
HSM
6687
H Squared Management
New York
$173M 1.01% 11
PS
6688
Presima Securities
Quebec, Canada
$173M -$191M -52% 3.11% 10.3% 48 0%
SBCM
6689
Silverberg Bernstein Capital Management
New York
$173M +$8.38M +5% 6.83% 67 1.49%
LC
6690
Lennar Corp
Florida
$173M 21.8% 5
HM
6691
Heronetta Management
New York
$173M -$9.66M -5% 0.45% 59.7% 25 0%
FI
6692
Finivi Inc
Massachusetts
$173M +$15.9M +10% 2.49% 104 7.69%
MSRI
6693
Michael S. Ryan Inc
New York
$173M +$5.3M +3% 2.46% 60.4% 58 13.79%
WF
6694
Williams Financial
Vermont
$173M +$75.9M +78% 1.08% 28.5% 31 67.74%
BCM
6695
Brookmont Capital Management
Texas
$173M -$7.05M -4% 3.74% 36.6% 59 8.47%
LIM
6696
Lagoda Investment Management
New York
$173M -$4.05M -2% 2.35% 250% 26 15.38%
CF
6697
Carlson Financial
Oregon
$173M 0.25% 180
TC
6698
Tacita Capital
Ontario, Canada
$173M +$7.14M +4% 3.06% 72.3% 222 6.76%
AA
6699
Atmos Advisory
Pennsylvania
$173M +$8.44M +5% 0.61% 30.2% 21 4.76%
AF
6700
Align Financial
Minnesota
$172M 2.5% 389