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
4751
Retirement Planning Company of New England
Rhode Island
$180M +$6.11M +4% 239
AWM
4752
Accel Wealth Management
Iowa
$180M -$2.14M -1% 183
BAM
4753
Bullseye Asset Management
Colorado
$179M -$19.7M -10% 76
DRS
4754
Deane Retirement Strategies
Louisiana
$179M -$3.2M -2% 75
PFT
4755
Providence First Trust
Arizona
$179M -$2.57M -1% 94
TCM
4756
Trybe Capital Management
Connecticut
$179M +$6.81M +4% 13
BMWM
4757
Brown Miller Wealth Management
Virginia
$179M -$6.22M -3% 127
LAM
4758
Lountzis Asset Management
Pennsylvania
$179M -$2.11M -1% 45
SHCM
4759
Stone House Capital Management
Florida
$179M -$20.4M -10% 4
SC
4760
Steph & Co
Wisconsin
$179M -$4.08M -2% 298
LFA
4761
Level Financial Advisors
New York
$179M -$230K -0.1% 301
WA
4762
Waterford Advisors
New York
$179M -$29M -14% 56
FWM
4763
FSA Wealth Management
Massachusetts
$179M -$6.53M -4% 51
YEPX
4764
Yorktown Energy Partners XI
New York
$179M +$11.6M +7% 5
KSWA
4765
Kathleen S. Wright Associates
Pennsylvania
$179M +$21.8M +14% 199
WCP
4766
Wick Capital Partners
Pennsylvania
$179M +$9.61M +6% 70
CW
4767
Channel Wealth
California
$179M +$4.66M +3% 200
MC
4768
Machina Capital
France
$179M +$2.22M +1% 380
CF
4769
CNA Financial
Illinois
$178M +$11.8M +7% 20
SWM
4770
Silverlake Wealth Management
Vermont
$178M -$1.76M -1% 244
BIMC
4771
Benson Investment Management Company
Virginia
$178M -$2.06M -1% 55
NP
4772
Newlight Partners
New York
$178M -$65.1M -27% 2
MAM
4773
Mystic Asset Management
Rhode Island
$178M -$8.56M -5% 148
HH
4774
HWG Holdings
Texas
$178M -$19.1M -10% 156
SWA
4775
ShankerValleau Wealth Advisors
Illinois
$178M -$3.95M -2% 25