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
TBWA
4001
Three Bridge Wealth Advisors
California
$388M +$8.43M +2% 127
RAG
4002
RIA Advisory Group
Iowa
$388M +$47.7M +14% 157
IAA
4003
Ironsides Asset Advisors
North Carolina
$388M +$43M +12% 76
TCMP
4004
Thrive Capital Management (Pennsylvania)
Pennsylvania
$388M +$68.4M +21% 183
RWM
4005
Rialto Wealth Management
New York
$388M +$29.6M +8% 1,801
RH
4006
RFG Holdings
Texas
$388M +$42.4M +12% 66
SIM
4007
Sherborne Investors Management
New York
$387M -$28M -7% 1
WP
4008
Westmount Partners
California
$387M +$23.1M +6% 258
PA
4009
Paragon Advisors
Texas
$387M +$4.01M +1% 87
DA
4010
Doliver Advisors
Texas
$387M +$21.5M +6% 181
EWM
4011
Elite Wealth Management
Washington
$386M +$82.4M +27% 53
THL
4012
Tillman Hartley LLC
Colorado
$386M +$32.6M +9% 96
DA
4013
Detalus Advisors
Missouri
$386M +$41.3M +12% 182
CFO
4014
Colony Family Offices
North Carolina
$386M -$549K -0.1% 68
KFS
4015
Kelly Financial Services
Massachusetts
$386M +$46.7M +14% 124
HWMG
4016
Hurlow Wealth Management Group
Indiana
$386M +$32.1M +9% 132
MWM
4017
MorganRosel Wealth Management
Colorado
$386M +$19.6M +5% 360
IFS
4018
Ifrah Financial Services
Arkansas
$386M +$19.5M +5% 208
GRR
4019
Golden Reserve Retirement
Ohio
$385M +$73.7M +24% 28
LFG
4020
Leverty Financial Group
Wisconsin
$385M +$50.3M +15% 47
TI
4021
tru Independence
Oregon
$385M +$39.1M +11% 127
NAMM
4022
NorthStar Asset Management (Massachusetts)
Massachusetts
$385M +$22.8M +6% 72
XWM
4023
Xcel Wealth Management
Florida
$384M +$33M +9% 141
BWM
4024
BCGM Wealth Management
Indiana
$384M +$29.7M +8% 176
PGWM
4025
Parisi Gray Wealth Management
New Jersey
$384M +$35.3M +10% 132