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
RFG
4701
RFP Financial Group
Georgia
$249M -$8.53M -3% 138
AFS
4702
Access Financial Services
Minnesota
$249M +$24.1M +11% 117
DC
4703
Dorval Corp
Minnesota
$249M -$2.97M -1% 37
DFA
4704
DHJJ Financial Advisors
Illinois
$248M -$8.4M -3% 939
KWM
4705
Kanen Wealth Management
Florida
$248M -$20.5M -8% 29
LIM
4706
Letson Investment Management
Georgia
$248M +$588K +0.2% 93
SPI
4707
Santori & Peters Inc
Pennsylvania
$248M -$13.1M -5% 69
JA
4708
JVL Associates
Michigan
$248M -$16.1M -6% 59
CCP
4709
Clarity Capital Partners
California
$248M +$54.7M +28% 144
SC
4710
Sawyer & Company
Massachusetts
$248M -$22.8M -8% 183
RWM
4711
Reston Wealth Management
Virginia
$247M -$21.6M -8% 52
SWM
4712
Sculati Wealth Management
Michigan
$247M -$5.7M -2% 114
SPWM
4713
Straight Path Wealth Management
Michigan
$247M -$5.63M -2% 116
EW
4714
Enzi Wealth
Texas
$247M -$15.4M -6% 70
CWA
4715
Cura Wealth Advisors
Illinois
$247M +$21M +9% 110
FNBSF
4716
First National Bank Sioux Falls
South Dakota
$247M +$12.3M +5% 136
PWM
4717
Power Wealth Management
Georgia
$247M +$7.66M +3% 93
PFT
4718
Providence First Trust
Arizona
$247M -$19.2M -7% 205
FG
4719
Formula Growth
Quebec, Canada
$247M -$48.8M -17% 143
CAM
4720
Costello Asset Management
Pennsylvania
$246M +$95.3M +63% 688
CLA
4721
Carnegie Lake Advisors
New Jersey
$246M -$1.42M -0.6% 168
TA
4722
Teramo Advisors
Florida
$246M +$11.2M +5% 19
SIC
4723
Samalin Investment Counsel
New York
$246M +$13.3M +6% 331
FFA
4724
Fi3 Financial Advisors
Indiana
$246M -$20.7M -8% 145
CCM
4725
Carmel Capital Management
California
$246M -$18.4M -7% 26