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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
OFG
7101
Opulen Financial Group
Virginia
$122M +$11.8M +11% 100
BF
7102
Bonfire Financial
Colorado
$122M +$13.4M +12% 53
RIA
7103
Richwood Investment Advisors
Ohio
$122M +$4.13M +4% 102
CG
7104
Clifford Group
Massachusetts
$122M +$14.7M +14% 85
PWM
7105
Palacios Wealth Management
Florida
$122M -$13M -10% 77
FG
7106
Fairman Group
Pennsylvania
$122M +$12.5M +11% 269
RWP
7107
Ridgeline Wealth Planning
Ohio
$121M +$19.7M +19% 37
WU
7108
Washington University
Missouri
$121M +$10.5M +10% 4
AFA
7109
Avant Financial Advisors
Texas
$121M +$11.1M +10% 65
ACP
7110
Argyle Capital Partners
California
$121M +$4.71M +4% 150
SIA
7111
Summit Investment Advisors
Maryland
$121M +$8.92M +8% 56
SCM
7112
Shorepath Capital Management
Utah
$121M -$11.2M -8% 24
AWA
7113
AGH Wealth Advisors
Kansas
$121M +$17.7M +17% 134
PWM
7114
PMG Wealth Management
Illinois
$121M +$27M +29% 54
AFW
7115
Avantra Family Wealth
Pennsylvania
$121M +$16.9M +16% 167
BCM
7116
Boreal Capital Management
Florida
$121M 488
CPA
7117
Cathy Pareto & Associates
Florida
$121M +$7.95M +7% 89
EBA
7118
Eagle Bay Advisors
New York
$121M +$2.99M +3% 119
HAM
7119
Hickory Asset Management
Ohio
$121M +$8.38M +7% 94
PA
7120
Persium Advisors
Georgia
$121M +$15.3M +15% 65
ACMC
7121
Anchor Capital Management Company
North Carolina
$121M +$20.7M +21% 11
LF
7122
LifePlan Financial
Minnesota
$121M +$6M +5% 95
GCG
7123
Gilbert Capital Group
Maine
$121M 48
IWB
7124
Innovative Wealth Building
Maryland
$121M +$12.1M +11% 55
DQRIM
7125
Dale Q Rice Investment Management
Washington
$121M -$73M -38% 95