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
MLFP
4226
MPS Loria Financial Planners
Illinois
$245M +$27M +12% 84
BO
4227
Bank OZK
Arkansas
$245M +$24.5M +11% 130
CRWM
4228
Castle Rock Wealth Management
California
$245M -$46.9M -16% 280
FSG
4229
Financial Strategies Group
Michigan
$245M +$21.4M +10% 79
TDWM
4230
Topel & Distasi Wealth Management
California
$245M 74
OC
4231
One01 Capital
California
$245M -$39.6M -14% 28
RFN
4232
RDA Financial Network
Iowa
$245M +$18.1M +8% 233
TCWA
4233
Ten Capital Wealth Advisors
Washington
$245M +$31.2M +15% 537
SWM
4234
Selective Wealth Management
Virginia
$245M +$56.3M +30% 708
FTA
4235
Financial & Tax Architects
Missouri
$245M +$25.6M +12% 107
IP
4236
Investment Partners
Ohio
$245M +$24.9M +11% 173
MCM
4237
Morton Capital Management
California
$245M 90
IBOK
4238
Independence Bank of Kentucky
Kentucky
$245M +$13.6M +6% 413
GF
4239
Gries Financial
Ohio
$245M -$74M -23% 174
FLI
4240
Family Legacy Inc
South Carolina
$245M +$22.3M +10% 110
SFG
4241
Sovereign Financial Group
Connecticut
$245M +$70.6M +41% 218
LWA
4242
LWS Wealth Advisors
New Jersey
$244M +$16.4M +7% 58
LC
4243
Lodbrok Capital
United Kingdom
$244M -$16.5M -6% 3
HLC
4244
Hunt Lane Capital
New York
$244M -$87.2M -26% 19
PAM
4245
Pegasus Asset Management
New York
$244M +$26.1M +12% 78
BSG
4246
Black Swift Group
Colorado
$244M +$22.8M +10% 117
YEPX
4247
Yorktown Energy Partners XI
New York
$244M -$27.3M -10% 3
SEP
4248
Southland Equity Partners
Missouri
$244M +$26M +12% 183
CHM
4249
Collaborative Holdings Management
New York
$244M +$8.42M +4% 23
RCM
4250
Rings Capital Management
Illinois
$244M +$22M +10% 6