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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
RFW
7926
Redwood Family Wealth
Texas
$102M 4.45% 107
FFG
7927
Fortune Financial Group
Florida
$102M 1.38% 96
QGA
7928
Q Global Advisors
Texas
$102M +$38M +60% 8.79% 58.3% 51 23.53%
TWM
7929
Timmons Wealth Management
Massachusetts
$102M 2.24% 74
FWM
7930
Forteris Wealth Management
New York
$102M 3.97% 67
MS
7931
Monetary Solutions
Ohio
$102M 2.08% 315
BNA
7932
BankChampaign National Association
Illinois
$101M 4.85% 179
WA
7933
Walsh & Associates
Florida
$101M 2% 235
WWMP
7934
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$101M 2.72% 114
OP
7935
Oath Planning
Oklahoma
$101M 2.6% 68
KCM
7936
Kalehua Capital Management
Texas
$101M 26.8% 19
TR
7937
Tepp RIA
New Jersey
$101M +$12.9M +15% 4.64% 41 19.51%
PNC
7938
Point Nemo Capital
Texas
$101M 7.53% 101
KCM
7939
Key Capital Management
Tennessee
$101M 0.91% 535
MRP
7940
Measured Risk Portfolios
California
$101M -$6.47M -6% 2.55% 68 10.29%
PWM
7941
Platt Wealth Management
California
$101M 4.83% 44
VIS
7942
Vertex Investment Solutions
$101M 0.41% 22
SPIG
7943
Silversmith Partners I GP
Massachusetts
$101M 28% 1
IIM
7944
IFC & Insurance Marketing
California
$101M 1.06% 759
BFP
7945
Birchwood Financial Partners
Minnesota
$101M 2.1% 352
AFR
7946
Applied Fundamental Research
Massachusetts
$101M -$2.24M -2% 13% 38% 11 18.18%
BHFP
7947
Blom & Howell Financial Planning
California
$101M 1.89% 62
MPEM
7948
Marathon Partners Equity Management
New York
$101M -$38.4M -28% 2.68% 19 26.32%
AIM
7949
Avanda Investment Management
Singapore
$101M -$26.5M -21% 1.39% 31 9.68%
AA
7950
Advisory Advocates
Michigan
$101M 1.21% 168