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
LD
5176
Lipe & Dalton
New York
$194M +$9.69M +5% 111
BFS
5177
Burkett Financial Services
South Carolina
$194M +$14.4M +8% 204
IA
5178
IMZ Advisory
Florida
$194M +$8.41M +5% 34
CFO
5179
Custos Family Office
Texas
$194M +$1.39M +0.7% 49
TWM
5180
Trinity Wealth Management
Pennsylvania
$194M +$26.7M +16% 51
RA
5181
Rockingstone Advisors
Massachusetts
$194M +$15.3M +9% 109
SXM
5182
SC XII Management
California
$194M -$251M -56% 1
SG
5183
StoneX Group
New York
$194M +$6.45M +3% 485
CVA
5184
Central Valley Advisors
California
$194M +$23.5M +14% 166
FZCM
5185
Flynn Zito Capital Management
New York
$194M +$45.3M +31% 117
BFA
5186
Bluestem Financial Advisors
Illinois
$194M +$21.5M +13% 28
CCMI
5187
Creative Capital Management Investments
California
$193M +$20.5M +12% 228
MA
5188
MBA Advisors
Pennsylvania
$193M +$14M +8% 132
NVCHI
5189
New Vernon Capital Holdings II
New Jersey
$193M +$6.97M +4% 101
WR
5190
WD Rutherford
Oregon
$193M +$21.3M +12% 94
SAM
5191
Silphium Asset Management
United Kingdom
$193M +$5.3M +3% 54
SV
5192
Stilwell Value
New York
$193M +$1.55M +0.8% 36
PWG
5193
Private Wealth Group
Florida
$193M +$16.7M +9% 60
RFA
5194
Register Financial Advisors
Georgia
$193M +$43.2M +29% 761
TC
5195
Taika Capital
Florida
$193M +$20.4M +12% 65
RC
5196
Renaissance Capital
Connecticut
$193M -$10.7M -5% 62
PIA
5197
Pinion Investment Advisors
Kansas
$193M +$26.5M +16% 162
BAM
5198
Blueshift Asset Management
New Jersey
$193M +$4.44M +2% 389
BCM
5199
Birch Capital Management
Texas
$192M +$18.2M +10% 97
RFG
5200
Range Financial Group
Oregon
$192M +$26.1M +16% 200