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
BFA
5076
BMS Financial Advisors
South Dakota
$151M +$8.18M +6% 116
SCM
5077
Sterneck Capital Management
Missouri
$151M +$9.29M +7% 107
RM
5078
Rudius Management
New York
$151M +$17.6M +13% 4
FWM
5079
Forza Wealth Management
Florida
$151M 142
MTIM
5080
Marathon Trading Investment Management
Pennsylvania
$151M -$900K -0.6% 222
SC
5081
Stephens Consulting
Michigan
$151M +$39.4M +35% 571
RWRC
5082
R.W. Roge & Company
New York
$150M +$9.32M +7% 41
MCA
5083
Magnolia Capital Advisors
Mississippi
$150M +$32.2M +27% 140
SG
5084
Sharper & Granite
California
$150M 99
EP
5085
EPIQ Partners
Minnesota
$150M -$11.4M -7% 84
SFPG
5086
Stonebridge Financial Planning Group
Florida
$150M +$7.29M +5% 125
WMA
5087
Wealth Management Associates
New Jersey
$150M +$8.21M +6% 196
7CM
5088
7G Capital Management
New York
$150M -$5.36M -3% 9
CWP
5089
Corepath Wealth Partners
Arizona
$150M +$15.4M +11% 38
PCG
5090
Prosperity Consulting Group
Maryland
$150M +$28.2M +23% 105
JCI
5091
Jet Capital Investors
New York
$150M +$10.1M +7% 20
VIA
5092
Virtus Investment Advisers
Connecticut
$150M -$67.6M -31% 388
HFG
5093
Heron Financial Group
New York
$150M -$12.1M -7% 144
CFP
5094
Cypress Financial Planning
New Jersey
$150M +$8.8M +6% 55
JAM
5095
JLP Asset Management
New York
$150M +$9.41M +7% 25
RW
5096
Regimen Wealth
Georgia
$149M 61
LA
5097
Lindenwold Advisors
Pennsylvania
$149M +$14.2M +10% 121
LFPWM
5098
Leicht Financial Planning & Wealth Management
New Jersey
$149M +$9.27M +7% 29
BMC
5099
Beaton Management Company
Massachusetts
$149M +$16.8M +13% 128
BWG
5100
Beta Wealth Group
California
$149M +$10.2M +7% 104