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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
RPGNY
6976
Retirement Planning Group (New York)
New York
$147M +$12.9M +10% 91
CFO
6977
Custos Family Office
Texas
$147M -$30.4M -17% 68
PW
6978
Paladin Wealth
Minnesota
$146M +$8.57M +6% 124
RSWA
6979
Robinson Smith Wealth Advisors
Maine
$146M +$7.14M +5% 91
MFG
6980
Mosaic Financial Group
Illinois
$146M +$5.92M +4% 128
AIG
6981
Abbington Investment Group
Connecticut
$146M +$29.6M +25% 55
LWM
6982
Lighthouse Wealth Management
Ohio
$146M +$23.2M +19% 46
EWA
6983
Elevate Wealth Advisory
Georgia
$146M +$8.65M +6% 129
CFGW
6984
Chancellor Financial Group WB
Pennsylvania
$146M +$5.58M +4% 143
HWM
6985
Hemming & Wealth Management
Michigan
$146M 15
SVBP
6986
Strategic Value Bank Partners
Ohio
$146M +$5.48M +4% 14
BCA
6987
Bitterroot Capital Advisors
Montana
$146M 51
JPT
6988
Jordan Park Trust
New Hampshire
$146M +$43M +42% 17
GWA
6989
Genesis Wealth Advisors
Massachusetts
$146M +$4.13M +3% 67
ACL
6990
Applied Capital LLC
Florida
$146M +$6.05M +4% 94
FC
6991
Fundamenta Capital
$146M 10
I
6992
Immersion
Florida
$146M -$16M -10% 9
NWM
6993
Nova Wealth Management
Florida
$146M +$3.88M +3% 613
FFS
6994
Flavin Financial Services
Florida
$146M +$5.12M +4% 73
GWA
6995
Gibson Wealth Advisors
Texas
$146M +$5.26M +4% 34
CL
6996
CVFG LLC
Indiana
$146M +$7.41M +5% 106
RWM
6997
Rolek Wealth Management
Pennsylvania
$146M +$12.7M +10% 21
JWM
6998
JDH Wealth Management
California
$146M +$4.98M +4% 52
NLA
6999
Northern Lights Advisors
Washington
$146M 54
WF
7000
WinCap Financial
Massachusetts
$146M +$926K +0.6% 86