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
RGF
4976
Retirement Guys Formula
Ohio
$173M +$33M +24% 128
BC
4977
Barrett & Company
Rhode Island
$172M +$14.6M +9% 621
LSA
4978
Lansing Street Advisors
Pennsylvania
$172M +$12.7M +8% 312
NERM
4979
New England Research & Management
Illinois
$172M +$1.91M +1% 161
FCCPG
4980
FountainVest China Capital Partners GP3
Cayman Islands
$172M -$54.9M -24% 1
HA
4981
HC Advisors
Georgia
$172M +$10.5M +7% 84
TCM
4982
Trybe Capital Management
Connecticut
$172M +$60.6M +54% 12
SFS
4983
Searcy Financial Services
Kansas
$172M +$9.98M +6% 21
OCPWS
4984
One Charles Private Wealth Services
Massachusetts
$172M +$11.1M +7% 129
WMR
4985
Wealth Management Resources
Rhode Island
$172M +$9.41M +6% 48
IAMH
4986
IvyRock Asset Management (HK)
Hong Kong
$172M -$23.5M -12% 19
PWA
4987
Phoenix Wealth Advisors
North Carolina
$172M +$10.2M +6% 113
IWMWV
4988
Ironwood Wealth Management (West Virginia)
West Virginia
$172M +$4M +2% 24
AI
4989
Acuitas Investments
Washington
$172M +$74.9M +77% 117
PBC
4990
Pavion Blue Capital
California
$172M +$9.21M +6% 99
SCM
4991
Segra Capital Management
Florida
$172M +$30.7M +22% 6
AFS
4992
Access Financial Services
Minnesota
$172M +$6.99M +4% 90
1CM
4993
1492 Capital Management
Wisconsin
$171M +$9.89M +6% 117
BTIM
4994
BancFirst Trust & Investment Management
Oklahoma
$171M +$4.02M +2% 46
MIM
4995
Moseley Investment Management
Florida
$171M +$17.3M +11% 148
GIA
4996
Goodwin Investment Advisory
Georgia
$171M +$17.9M +12% 85
KCFA
4997
Key Client Fiduciary Advisors
New Jersey
$171M +$10.9M +7% 181
PIA
4998
Powell Investment Advisors
Florida
$171M -$8.61M -5% 141
HCM
4999
Hutner Capital Management
Vermont
$171M +$6.76M +4% 44
KWM
5000
KFG Wealth Management
Indiana
$171M +$26.6M +18% 122