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
PP
4951
Prosperity Planning
Missouri
$161M +$20.4M +14% 98
GA
4952
GoalVest Advisory
New York
$161M +$27M +20% 255
CAG
4953
Compass Advisory Group
New York
$161M +$11.2M +8% 51
FIS
4954
Fundsmith Investment Services
Mauritius
$161M 29
AF
4955
Apexium Financial
Texas
$161M +$24.7M +18% 83
JRCM
4956
Jones Road Capital Management
New York
$161M +$22.3M +16% 83
HBWM
4957
Hollow Brook Wealth Management
New York
$161M +$8.63M +6% 61
HLCM
4958
Hickory Lane Capital Management
New York
$161M +$7.78M +5% 50
BFG
4959
Baron Financial Group
New Jersey
$161M +$15.5M +11% 241
OCM
4960
Orion Capital Management
California
$161M +$18.3M +13% 308
BCM
4961
Banyan Capital Management
Georgia
$161M +$9.7M +6% 20
IPW
4962
IronBridge Private Wealth
Texas
$161M +$5.41M +3% 313
EFMH
4963
E Fund Management (HK)
Hong Kong
$161M -$150M -48% 54
CL
4964
COWA LLC
Oklahoma
$161M -$6.16M -4% 365
SMP
4965
Santa Monica Partners
Florida
$160M +$4.9M +3% 27
AFC
4966
Adaptive Financial Consulting
Ohio
$160M +$11.5M +8% 18
RWP
4967
Ridgecrest Wealth Partners
California
$160M +$55.2M +53% 111
RC
4968
Roubaix Capital
Colorado
$160M +$12.1M +8% 59
NAG
4969
Northstar Advisory Group
New Jersey
$160M +$29.1M +22% 112
CB
4970
CNB Bank
Pennsylvania
$160M +$15.4M +11% 419
CWA
4971
Centennial Wealth Advisory
Michigan
$160M +$8.41M +6% 102
KC
4972
Kelso & Company
New York
$160M -$20.3M -11% 1
CWA
4973
Clarus Wealth Advisors
Arizona
$160M +$53K +0% 142
RWRC
4974
R.W. Roge & Company
New York
$160M +$11.7M +8% 42
ATWA
4975
Arbor Trust Wealth Advisors
Michigan
$159M +$9.63M +6% 98