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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
8226
Redwood Family Wealth
Texas
$102M 4.45% 107
FFG
8227
Fortune Financial Group
Florida
$102M 1.38% 96
QGA
8228
Q Global Advisors
Texas
$102M +$38M +60% 8.79% 79% 51 23.53%
TWM
8229
Timmons Wealth Management
Massachusetts
$102M 2.24% 74
FWM
8230
Forteris Wealth Management
New York
$102M 3.97% 67
MS
8231
Monetary Solutions
Ohio
$102M 2.08% 315
BNA
8232
BankChampaign National Association
Illinois
$101M 4.85% 179
WA
8233
Walsh & Associates
Florida
$101M 2% 235
WWMP
8234
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$101M 2.72% 114
OP
8235
Oath Planning
Oklahoma
$101M 2.6% 68
ASCM
8236
Adkins Seale Capital Management
Louisiana
$101M 3.16% 226
KCM
8237
Kalehua Capital Management
Texas
$101M 26.8% 19
TR
8238
Tepp RIA
New Jersey
$101M +$12.9M +15% 4.64% 41 19.51%
PNC
8239
Point Nemo Capital
Texas
$101M 7.53% 101
KCM
8240
Key Capital Management
Tennessee
$101M 0.91% 535
MRP
8241
Measured Risk Portfolios
California
$101M -$6.47M -6% 2.55% 68 10.29%
PWM
8242
Platt Wealth Management
California
$101M 4.83% 44
VIS
8243
Vertex Investment Solutions
$101M 0.41% 22
SPIG
8244
Silversmith Partners I GP
Massachusetts
$101M 28% 1
IIM
8245
IFC & Insurance Marketing
California
$101M 1.06% 759
BFP
8246
Birchwood Financial Partners
Minnesota
$101M 2.1% 352
AFR
8247
Applied Fundamental Research
Massachusetts
$101M -$2.24M -2% 13% 44.6% 11 18.18%
BHFP
8248
Blom & Howell Financial Planning
California
$101M 1.89% 62
RBDF
8249
Robert B. Daugherty Foundation
Nebraska
$101M 3.76% 1
MPEM
8250
Marathon Partners Equity Management
New York
$101M -$38.4M -28% 2.68% 19 26.32%