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
4651
Retirement Planning Company of New England
Rhode Island
$205M 983
RWP
4652
Ridgecrest Wealth Partners
California
$205M +$21.8M +12% 126
TWA
4653
TPB Wealth Advisors
Texas
$205M +$67.4M +49% 51
C1AG
4654
Client 1st Advisory Group
Florida
$205M +$8.97M +5% 78
FCP
4655
Fosse Capital Partners
United Kingdom
$205M +$16M +9% 4
BWP
4656
Bernardo Wealth Planning
Pennsylvania
$205M +$32.6M +19% 89
WWM
4657
Wiser Wealth Management
Georgia
$205M +$17.1M +9% 32
FAM
4658
Fulcrum Asset Management
United Kingdom
$205M +$2.28M +1% 214
ACM
4659
Axar Capital Management
New York
$205M -$20.8M -9% 3
SI
4660
Sora Investors
Pennsylvania
$205M 22
LSA
4661
Lion Street Advisors
Texas
$204M +$19.1M +10% 161
SA
4662
SoftVest Advisors
Texas
$204M +$14.7M +8% 8
PA
4663
Paragon Advisors
Texas
$204M -$1.49M -0.7% 77
JAM
4664
JLP Asset Management
New York
$204M +$23.1M +13% 31
WDG
4665
Wealth Dimensions Group
Ohio
$204M +$47.9M +31% 134
AAM
4666
Augustine Asset Management
Florida
$204M +$16.4M +9% 100
BCM
4667
Breiter Capital Management
Florida
$204M +$28.9M +17% 147
AWM
4668
Accel Wealth Management
Iowa
$204M +$49.2M +32% 958
CCM
4669
Carmel Capital Management
California
$204M 38
MUMSS
4670
Mitsubishi UFJ Morgan Stanley Securities
Japan
$204M +$95.8M +89% 154
SFP
4671
Strategic Financial Partners
Oregon
$204M +$17.6M +9% 69
EE
4672
EWG Elevate
California
$204M -$38.3M -16% 106
AFM
4673
Andesa Financial Management
Pennsylvania
$204M +$19.6M +11% 150
AFA
4674
Abacus FCF Advisors
Florida
$203M -$2.63M -1% 140
AIM
4675
Aspen Investment Management
Michigan
$203M +$14.1M +7% 145