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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
RWS
6701
Retirement Wealth Solutions
Wisconsin
$159M +$385K +0.2% 1.72% 864 17.48%
BDAM
6702
Blue Door Asset Management
Connecticut
$159M -$88.4M -36% 0.36% 77.3% 28 53.57%
OC
6703
Oppenheimer & Close
New York
$159M +$11.9M +8% 7.64% 145% 61 14.75%
JF
6704
Jericho Financial
Ohio
$159M -$7.46M -4% 3.06% 40 0%
1L
6705
10Elms LLP
Oklahoma
$159M +$49.5M +45% 0.38% 483 6.42%
RWM
6706
Refined Wealth Management
Utah
$158M +$9.86M +7% 0.95% 76.8% 57 36.84%
EWA
6707
Elevate Wealth Advisory
Georgia
$158M +$12.1M +8% 1.45% 128 7.03%
MCA
6708
Martin Capital Advisors
Texas
$158M -$12.2M -7% 3.87% 117% 74 4.05%
GFG
6709
Genesis Financial Group
New Jersey
$158M -$14M -8% 1.12% 126 38.1%
LC
6710
Lalia Capital
New York
$158M +$30.5M +24% 11.5% 15 53.33%
CIA
6711
Christian Investment Advisors
Texas
$158M +$34.9M +28% 1.76% 12 16.67%
VAG
6712
Vannoy Advisory Group
Texas
$158M +$173K +0.1% 0.56% 29 3.45%
CC
6713
Corsicana & Co
Texas
$158M -$20.2M -11% 2.05% 283 10.95%
LF
6714
LifeSteps Financial
California
$158M +$1.65M +1% 2.45% 88% 98 9.18%
RA
6715
RiverTree Advisors
Florida
$158M +$1.04M +0.7% 1% 25.4% 66 16.67%
PCP
6716
Pantera Capital Partners
California
$158M -$6.35M -4% 21.1% 18 38.89%
DAM
6717
Deepwater Asset Management
Minnesota
$158M -$185M -54% 8.54% 70.4% 53 39.62%
4A
6718
4D Advisors
California
$158M -$24.7M -14% 25.3% 54 68.52%
DWA
6719
Dougherty Wealth Advisers
Minnesota
$158M -$19.3M -11% 1.69% 67.5% 126 21.43%
SCM
6720
Sarissa Capital Management
Connecticut
$158M -$65.3M -29% 6.75% 58.6% 9 0%
FI
6721
FWG Investments
Kentucky
$157M +$397K +0.3% 2.89% 125 17.6%
PWA
6722
Providence Wealth Advisors
Illinois
$157M -$2.74M -2% 1.59% 98.7% 89 12.36%
LW
6723
Livet Wealth
Utah
$157M -$5.04M -3% 0.41% 129 19.38%
CF
6724
CDC Financial
Illinois
$157M -$56.4M -26% 5.78% 56 41.07%
HEM
6725
Henson-Edgewater Management
Ohio
$157M -$12M -7% 5.17% 67 4.48%