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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
RFS
6701
Richardson Financial Services
Massachusetts
$160M -$150M -48% 0.68% 665 17.89%
PWM
6702
Palacios Wealth Management
Florida
$160M +$29.2M +22% 7.18% 77 14.29%
FCM
6703
Fairbanks Capital Management
California
$160M -$21.6M -12% 6.97% 81.3% 57 14.04%
CSA
6704
Cornerstone Select Advisors
Missouri
$160M +$15.6M +11% 5.85% 135 21.48%
VCIM
6705
Velan Capital Investment Management
Georgia
$160M -$12.7M -7% 20.2% 2,525% 57 33.33%
BBA
6706
Braun-Bostich & Associates
Pennsylvania
$160M -$2.38M -1% 0.47% 59.5% 137 16.79%
EFG
6707
Erickson Financial Group
Pennsylvania
$160M -$3.27M -2% 4.27% 63.3% 25 0%
BFAG
6708
Blackston Financial Advisory Group
Florida
$160M -$4.76M -3% 2.56% 58.9% 114 17.54%
SA
6709
swisspartners Advisors
Switzerland
$159M +$21.4M +16% 24.5% 86.6% 24 4.17%
HCM
6710
Hahn Capital Management
California
$159M -$26.3M -14% 2.41% 53.6% 33 15.15%
RP
6711
RIHO Partners
Arizona
$159M +$862K +0.5% 2.05% 14 14.29%
USWIA
6712
UP Strategic Wealth Investment Advisors
Pennsylvania
$159M +$21.1M +15% 1.79% 101 16.83%
PBM
6713
Propel Bio Management
California
$159M +$41.5M +35% 0.95% 42 61.9%
OS
6714
Objectivity Squared
South Carolina
$159M -$20.1M -11% 1.97% 58 6.9%
RWS
6715
Retirement Wealth Solutions
Wisconsin
$159M +$385K +0.2% 1.72% 864 17.48%
BDAM
6716
Blue Door Asset Management
Connecticut
$159M -$88.4M -36% 0.36% 77.3% 28 53.57%
OC
6717
Oppenheimer & Close
New York
$159M +$11.9M +8% 7.64% 145% 61 14.75%
JF
6718
Jericho Financial
Ohio
$159M -$7.46M -4% 3.06% 40 0%
1L
6719
10Elms LLP
Oklahoma
$159M +$49.5M +45% 0.38% 483 6.42%
RWM
6720
Refined Wealth Management
Utah
$158M +$9.86M +7% 0.95% 76.8% 57 36.84%
EWA
6721
Elevate Wealth Advisory
Georgia
$158M +$12.1M +8% 1.45% 128 7.03%
MCA
6722
Martin Capital Advisors
Texas
$158M -$12.2M -7% 3.87% 117% 74 4.05%
GFG
6723
Genesis Financial Group
New Jersey
$158M -$14M -8% 1.12% 126 38.1%
LC
6724
Lalia Capital
New York
$158M +$30.5M +24% 11.5% 15 53.33%
CIA
6725
Christian Investment Advisors
Texas
$158M +$34.9M +28% 1.76% 12 16.67%