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
RH
4801
RFG Holdings
Texas
$191M +$18.1M +11% 35
SFPG
4802
Stonebridge Financial Planning Group
Florida
$191M -$13.8M -7% 432
FCM
4803
Fortis Capital Management
Washington
$191M +$18.4M +11% 113
WFC
4804
Western Financial Corp
California
$191M +$22M +13% 93
OFS
4805
Oldfather Financial Services
Nebraska
$190M -$4.13M -2% 65
VC
4806
Veery Capital
Delaware
$190M +$14.1M +8% 83
LCH
4807
Lee Capital Holdings
New York
$190M -$551K -0.3% 84
ICM
4808
ISZO Capital Management
New York
$190M -$36.6M -16% 8
MFG
4809
Monte Financial Group
Connecticut
$190M +$15.7M +9% 74
RCA
4810
Rex Capital Advisors
Rhode Island
$190M -$3.74M -2% 26
SPI
4811
Santori & Peters Inc
Pennsylvania
$190M +$13.7M +8% 60
HWM
4812
Howard Wealth Management
Connecticut
$190M +$10.6M +6% 134
TCM
4813
Trybe Capital Management
Connecticut
$190M +$13.9M +8% 14
DRS
4814
Deane Retirement Strategies
Louisiana
$189M +$10.7M +6% 78
CT
4815
Columbia Trust
Oregon
$189M -$271K -0.1% 139
BCM
4816
Brookmont Capital Management
Texas
$189M +$19.5M +12% 61
LHC
4817
Little House Capital
Massachusetts
$189M +$18.5M +11% 140
GSAM
4818
Grant Street Asset Management
Pennsylvania
$189M +$18.6M +11% 57
DFG
4819
Demars Financial Group
Washington
$189M +$19.3M +11% 91
SHA
4820
Seneca House Advisors
Virginia
$189M +$22.4M +13% 94
TCOK
4821
Trust Company of Kansas
Kansas
$189M +$13.6M +8% 72
TIAM2
4822
Tru Independence Asset Management 2
Oregon
$189M +$47.6M +34% 146
SIRP
4823
Shelter Insurance Retirement Plan
Missouri
$189M +$10.8M +6% 8
TSWM
4824
Tyler-Stone Wealth Management
Ohio
$189M 922
NIA
4825
NIA Impact Advisors
California
$188M -$46.1M -20% 58