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
RFWA
3701
RPg Family Wealth Advisory
Massachusetts
$455M -$1.77M -0.4% 128
LC
3702
Landaas & Company
Wisconsin
$455M +$14.5M +3% 134
DF
3703
DecisionPoint Financial
Arizona
$454M +$25.6M +6% 750
CWA
3704
Crusonia Wealth Advisors
Colorado
$454M 176
AC
3705
Almitas Capital
California
$454M +$17.3M +4% 123
EIA
3706
Eldridge Investment Advisors
New Hampshire
$454M +$14.9M +3% 165
HCM
3707
Horiko Capital Management
New York
$454M +$31.7M +8% 17
HFF
3708
Halter Ferguson Financial
Indiana
$454M +$41.6M +10% 35
RCP
3709
Reverence Capital Partners
New York
$453M +$37.4M +9% 1
BAG
3710
Bridgewealth Advisory Group
California
$453M +$21.5M +5% 138
SWM
3711
Shakespeare Wealth Management
Wisconsin
$453M +$13.1M +3% 108
NC
3712
Nitorum Capital
New York
$452M -$117M -21% 28
CMAI
3713
Capital Management Associates Inc
Minnesota
$452M +$82.3M +22% 164
WAS
3714
Winch Advisory Services
Wisconsin
$452M +$7.68M +2% 532
AWM
3715
Aries Wealth Management
Maine
$452M +$29M +7% 242
ICM
3716
III Capital Management
Florida
$452M +$37.1M +9% 65
RS
3717
Retirement Solution
Washington
$451M +$32.2M +8% 60
SCA
3718
Scott Capital Advisors
Oregon
$451M +$9.61M +2% 54
BHWA
3719
Beacon Harbor Wealth Advisors
Virginia
$451M +$23.1M +5% 86
DACS
3720
Dymon Asia Capital (Singapore)
Singapore
$451M +$202M +81% 233
WFPG
3721
Waller Financial Planning Group
Ohio
$450M +$14.5M +3% 78
IA
3722
IAM Advisory
Pennsylvania
$450M +$5.33M +1% 115
AGAM
3723
Avalon Global Asset Management
California
$450M +$14.1M +3% 45
MWM
3724
Marion Wealth Management
Pennsylvania
$450M +$28.3M +7% 146
WWM
3725
Wiser Wealth Management
Georgia
$450M +$12.4M +3% 57