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
RPCONE
4626
Retirement Planning Company of New England
Rhode Island
$222M +$42.4M +24% 232
SSWG
4627
Seven Springs Wealth Group
Tennessee
$222M +$13.3M +6% 63
HRC
4628
Hoertkorn Richard Charles
$222M +$22M +11% 84
THWM
4629
Taylor Hoffman Wealth Management
Virginia
$222M +$27.5M +14% 113
MPW
4630
Monterey Private Wealth
California
$222M +$22.6M +11% 109
ITIM
4631
Indiana Trust & Investment Management
Indiana
$221M +$23.5M +12% 470
BIG
4632
Boothe Investment Group
Delaware
$221M +$22.8M +11% 37
TC
4633
Truvestments Capital
Florida
$221M +$29.4M +15% 826
CT
4634
Columbia Trust
Oregon
$221M +$49M +28% 148
BCH
4635
Berkshire Capital Holdings
California
$221M +$17.2M +8% 91
MECA
4636
Miller Equity Capital Advisors
Texas
$221M +$28.2M +15% 52
JA
4637
JVL Associates
Michigan
$221M +$26.9M +14% 44
CRA
4638
Clear Rock Advisors
Texas
$221M 72
FPGT
4639
Financial Partners Group (Tennessee)
Tennessee
$221M +$12.7M +6% 84
DWA
4640
Delap Wealth Advisory
Oregon
$221M +$117M +113% 96
RC
4641
Rovin Capital
Arizona
$221M +$3.87M +2% 148
IAM
4642
Infusive Asset Management
New York
$221M +$66.1M +43% 20
WA
4643
Win Advisors
Florida
$220M +$16.2M +8% 90
JWS
4644
Juncture Wealth Strategies
Arizona
$220M +$15.7M +8% 121
SFS
4645
Stiles Financial Services
Minnesota
$220M +$27.4M +14% 181
EWM
4646
Elevatus Welath Management
New York
$220M +$109M +99% 108
SCI
4647
Silver Coast Investments
United States
$220M 74
CSIA
4648
Conrad Siegel Investment Advisors
Pennsylvania
$220M +$26.3M +14% 32
FSCM
4649
First Sabrepoint Capital Management
Texas
$220M +$4.35M +2% 53
ML
4650
Mayport LLC
Massachusetts
$220M +$38.2M +21% 81