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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
II
7726
Ishara Investments
California
$136M +$30.5M +29% 20.8% 53 52.83%
GBFP
7727
Golden Bell Financial Planning
Georgia
$136M +$10.6M +8% 4.92% 41 9.76%
RIA
7728
Rhodes Investment Advisors
Texas
$136M +$19.9M +17% 19.2% 137 22.63%
RCWM
7729
Red Crane Wealth Management
California
$136M +$14.4M +12% 10.9% 80 11.25%
HMS
7730
Hanseatic Management Services
New Mexico
$136M +$31.5M +30% 53.5% 96 30.21%
CWM
7731
Challenger Wealth Management
California
$136M +$10.7M +9% 13% 65 10.77%
PWP
7732
Phillips Wealth Planners
Mississippi
$136M +$2.85M +2% 12% 82% 228 12.72%
CWAI
7733
Core Wealth Advisors (Indiana)
Indiana
$136M +$5.65M +4% 11.9% 37 16.22%
DFP
7734
Donalies Financial Planning
District of Columbia
$136M +$18.4M +16% 14.9% 80 10%
TF
7735
Telligent Fund
Hong Kong
$136M +$42.1M +45% 88.5% 28 32.14%
VA
7736
Valor Advisors
Florida
$136M +$16.8M +14% 13.4% 37 18.92%
MCI
7737
MRP Capital Investments
Georgia
$136M +$20.9M +18% 37.4% 222% 240 19.58%
UIA
7738
Ulland Investment Advisors
Minnesota
$136M +$19M +16% 20.5% 154% 234 11.97%
TFS
7739
Targeted Financial Services
Florida
$136M +$13.6M +11% 4.34% 67 25.37%
TC
7740
Tsai Capital
New York
$135M +$912K +0.7% 5% 29.2% 20 20%
1GI
7741
180 GPS Investments
$135M 30.6% 23
IFO
7742
Intrepid Family Office
Florida
$135M +$11.6M +9% 7.3% 46 39.13%
RLH
7743
RD Lewis Holdings
Florida
$135M +$19.7M +17% 17.8% 91 7.69%
GIPW
7744
Granite Islands Private Wealth
Connecticut
$135M +$26.7M +25% 21.2% 82 19.51%
LCG
7745
Lakeshore Capital Group
Illinois
$135M +$12.6M +10% 13.3% 79 10.13%
BC
7746
Barnett & Company
Tennessee
$135M +$6.39M +5% 14.2% 65.9% 95 16.84%
TIM
7747
Titan Investment Management
Indiana
$135M +$21.7M +19% 30.8% 41 17.07%
BWS
7748
BFI Wealth Solutions
Texas
$135M +$30.8M +30% 7.68% 83 10.84%
BFA
7749
Benningfield Financial Advisors
California
$135M +$8.28M +7% 6.51% 19 5.26%
PCMU
7750
Paragon Capital Management (Utah)
Utah
$135M +$16.9M +14% 27.6% 69.4% 90 33.33%