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
CP
4926
Canopy Partners
Ohio
$232M +$17M +8% 221
7CM
4927
7G Capital Management
New York
$232M +$4.74M +2% 8
SPWM
4928
Straight Path Wealth Management
Michigan
$232M +$37.4M +19% 103
GWA
4929
GGM Wealth Advisors
Maryland
$232M +$13.5M +6% 151
LWA
4930
Lowe Wealth Advisors
Maryland
$232M +$12.6M +6% 328
OGF
4931
Orin Green Financial
California
$232M +$14.8M +7% 84
MS
4932
Madden Securities
Texas
$232M +$6.14M +3% 115
SG
4933
Standard General
New York
$232M -$30.9M -12% 3
TIA
4934
Tiemann Investment Advisors
California
$232M +$7.14M +3% 204
HRC
4935
Hoertkorn Richard Charles
$232M +$2.18M +0.9% 87
RGREA
4936
Ranger Global Real Estate Advisors
Colorado
$232M -$18.8M -8% 25
MMM
4937
Mendel Money Management
Illinois
$231M +$17.7M +8% 137
OIA
4938
Optimum Investment Advisors
Illinois
$231M +$8.5M +4% 663
IWP
4939
Invenio Wealth Partners
Florida
$231M +$29.4M +15% 103
GIA
4940
Goodwin Investment Advisory
Georgia
$231M +$13.1M +6% 36
GP
4941
Geneva Partners
Wisconsin
$231M -$11.8M -5% 86
RWP
4942
Reliant Wealth Planning
Kentucky
$231M +$14.2M +7% 27
TFG
4943
Tilson Financial Group
New Jersey
$231M +$132M +133% 72
BC
4944
Barrett & Company
Rhode Island
$231M +$9.84M +4% 615
CA
4945
Claris Advisors
Missouri
$231M +$36.5M +19% 1,236
SFG
4946
Socha Financial Group
New York
$230M +$16.8M +8% 23
2L
4947
25 LLC
Missouri
$230M +$19.8M +9% 55
CH
4948
CVS Health
Rhode Island
$230M +$13.4M +6% 6
BCP
4949
BlackBarn Capital Partners
New York
$230M +$36.1M +19% 25
RS
4950
Rakuten Securities
Japan
$230M -$2.89M -1% 803