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
RFP
4801
Roth Financial Partners
Texas
$226M +$30.5M +16% 31
LEFP
4802
Leading Edge Financial Planning
Tennessee
$226M +$33M +17% 62
FWM
4803
Fonville Wealth Management
Virginia
$226M +$37.2M +20% 98
CFG
4804
Cambridge Financial Group
Ohio
$226M +$25.8M +13% 33
PP
4805
Pacifica Partners
Canada
$226M +$22.4M +11% 566
BKA
4806
Brick & Kyle Associates
Pennsylvania
$226M +$24.6M +12% 63
MAM
4807
Monaco Asset Management
Monaco
$226M -$34.7M -13% 88
KAM
4808
Krensavage Asset Management
New York
$226M -$56.3M -20% 13
SWM
4809
Soundmark Wealth Management
Washington
$225M +$23.1M +11% 71
GOCP
4810
Great Oak Capital Partners
Massachusetts
$225M +$38M +20% 32
AU
4811
Algebris (UK)
United Kingdom
$225M +$33.7M +18% 46
TSWM
4812
Tyler-Stone Wealth Management
Ohio
$225M +$25.9M +13% 940
TF
4813
Threadgill Financial
Texas
$225M +$74.3M +49% 64
IR
4814
IAT Reinsurance
New York
$225M -$316M -58% 88
IIA
4815
ICW Investment Advisors
Arizona
$225M +$19.5M +10% 139
MAC
4816
Monarch Alternative Capital
New York
$225M +$152M +207% 6
SHFP
4817
Second Half Financial Partners
Florida
$225M +$22.2M +11% 70
PCA
4818
Prospect Capital Advisors
California
$225M -$50.6M -18% 29
LCI
4819
L1 Capital International
Australia
$225M +$34.1M +18% 22
FSCM
4820
First Sabrepoint Capital Management
Texas
$225M +$4.65M +2% 57
DFG
4821
Dupree Financial Group
Kentucky
$225M +$20.3M +10% 65
BWG
4822
Balanced Wealth Group
Ohio
$224M +$32.1M +17% 72
SLA
4823
Silver Lake Advisory
Utah
$224M +$45.9M +26% 99
GSC
4824
G&S Capital
Colorado
$224M +$13.8M +7% 131
AFC
4825
Adaptive Financial Consulting
Ohio
$224M +$36.2M +19% 19