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
4126
RPg Family Wealth Advisory
Massachusetts
$310M +$5.64M +2% 117
DA
4127
Drake & Associates
Wisconsin
$310M +$30.4M +11% 92
GJWM
4128
Gilliland Jeter Wealth Management
Arkansas
$310M +$12.7M +4% 708
CCG
4129
Cloverfields Capital Group
Minnesota
$309M +$13.1M +4% 99
WCP
4130
Wick Capital Partners
Pennsylvania
$309M +$21.2M +7% 87
OA
4131
Operose Advisors
Wisconsin
$309M +$26.8M +9% 633
RWA
4132
Roberts Wealth Advisors
California
$309M +$16.1M +6% 97
RW
4133
Regimen Wealth
Georgia
$309M +$18.7M +6% 67
RI
4134
Rinkey Investments
California
$309M +$30.7M +11% 90
NICM
4135
Neo Ivy Capital Management
New York
$309M -$201M -39% 422
CWA
4136
CM Wealth Advisors
Ohio
$309M +$98.4M +47% 85
CD
4137
Chapin Davis
Maryland
$309M +$16.1M +5% 245
WWG
4138
West Wealth Group
California
$309M +$25.8M +9% 92
GWM
4139
Gibbs Wealth Management
Georgia
$309M +$61.4M +25% 268
BWM
4140
BCGM Wealth Management
Indiana
$308M +$19.6M +7% 157
LPP
4141
Long Path Partners
Connecticut
$308M +$56M +22% 10
TCOO
4142
Trust Company of Oklahoma
Oklahoma
$308M +$23.5M +8% 135
AFA
4143
AllGen Financial Advisors
Florida
$308M +$44.5M +17% 42
FMC
4144
FTV Management Company
California
$308M +$31.5M +11% 1
PA
4145
Paragon Advisors
Texas
$308M +$33.7M +12% 77
SA
4146
Shilanski & Associates
Alaska
$308M +$10.5M +4% 126
OTL
4147
Oak Thistle LLC
New York
$308M +$173M +128% 550
WAM
4148
Wakefield Asset Management
Colorado
$307M +$21.7M +8% 144
RFG
4149
RFP Financial Group
Georgia
$307M +$36.8M +14% 916
FIM
4150
Fernwood Investment Management
Massachusetts
$307M -$15.6M -5% 208