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
WA
3501
WESPAC Advisors
California
$146M +$59.6M +69% 144
RWA
3502
RGT Wealth Advisors
Texas
$146M -$1.18M -0.8% 117
FCAG
3503
First Capital Advisors Group
New Jersey
$146M +$12.2M +9% 149
LFG
3504
LifePlan Financial Group
Ohio
$146M +$1.94M +1% 111
SC
3505
Searle & Co
Connecticut
$146M +$3.1M +2% 138
MSFP
3506
Mark Sheptoff Financial Planning
Connecticut
$146M +$5.36M +4% 391
HBWM
3507
Hollow Brook Wealth Management
New York
$146M +$17.1M +13% 49
FM
3508
Family Management
New York
$145M +$155K +0.1% 80
TCCM
3509
Timber Creek Capital Management
Massachusetts
$145M +$12.2M +9% 178
MS
3510
Maven Securities
Jersey
$145M -$8.5M -6% 63
IAMOG
3511
Investors Asset Management of Georgia
Georgia
$145M +$1.17M +0.8% 147
RA
3512
RFG Advisory
Alabama
$145M +$12.9M +10% 143
TWM
3513
Torch Wealth Management
Ohio
$145M -$5.09M -3% 99
FA
3514
FC Advisory
Pennsylvania
$145M +$3.17M +2% 43
HCIA
3515
Hochman Cole Investment Advisors
Illinois
$145M +$6.9M +5% 94
DCCA
3516
D.C. Capital Advisors
New York
$145M +$1.31M +0.9% 26
KOCAA
3517
Knights of Columbus Asset Advisors
Connecticut
$144M +$2.93M +2% 99
BSWM
3518
Boston Standard Wealth Management
Massachusetts
$144M +$13.4M +10% 21
MCAI
3519
Meritech Capital Associates III
California
$144M +$57.2M +66% 4
NR
3520
Newfound Research
Massachusetts
$143M +$15M +12% 236
JAM
3521
Jolley Asset Management
North Carolina
$143M +$3.54M +3% 171
MTIM
3522
Marathon Trading Investment Management
Pennsylvania
$143M +$57.4M +67% 129
TA
3523
TRB Advisors
New York
$142M +$76.8M +117% 12
NLVP
3524
New Leaf Venture Partners
New York
$142M -$52.8M -27% 16
PM
3525
Precept Management
Texas
$142M +$42.5M +43% 71