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
RWRC
5001
R.W. Roge & Company
New York
$150M +$9.32M +7% 41
MCA
5002
Magnolia Capital Advisors
Mississippi
$150M +$32.2M +27% 140
SG
5003
Sharper & Granite
California
$150M 99
EP
5004
EPIQ Partners
Minnesota
$150M -$11.4M -7% 84
SFPG
5005
Stonebridge Financial Planning Group
Florida
$150M +$7.29M +5% 125
WMA
5006
Wealth Management Associates
New Jersey
$150M +$8.21M +6% 196
7CM
5007
7G Capital Management
New York
$150M -$5.36M -3% 9
CWP
5008
Corepath Wealth Partners
Arizona
$150M +$15.4M +11% 38
PCG
5009
Prosperity Consulting Group
Maryland
$150M +$28.2M +23% 105
JCI
5010
Jet Capital Investors
New York
$150M +$10.1M +7% 20
VIA
5011
Virtus Investment Advisers
Connecticut
$150M -$67.6M -31% 388
HFG
5012
Heron Financial Group
New York
$150M -$12.1M -7% 144
CFP
5013
Cypress Financial Planning
New Jersey
$150M +$8.8M +6% 55
JAM
5014
JLP Asset Management
New York
$150M +$9.41M +7% 25
LA
5015
Lindenwold Advisors
Pennsylvania
$149M +$14.2M +10% 121
LFPWM
5016
Leicht Financial Planning & Wealth Management
New Jersey
$149M +$9.27M +7% 29
BMC
5017
Beaton Management Company
Massachusetts
$149M +$16.8M +13% 128
BWG
5018
Beta Wealth Group
California
$149M +$10.2M +7% 104
BWLSA
5019
Blue Water Life Science Advisors
California
$149M -$98.9M -40% 11
GCM
5020
GoodHaven Capital Management
New Jersey
$149M +$10.5M +8% 28
CI
5021
Cordant Inc
Oregon
$148M +$11.5M +8% 79
SAM
5022
Sequent Asset Management
Texas
$148M +$15.2M +11% 76
CF
5023
Concorde Financial
Texas
$148M +$318 +0% 58
GA
5024
Gagnon Advisors
New York
$148M -$6.27M -4% 32
LIM
5025
Lagoda Investment Management
New York
$148M +$7.5M +5% 41