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
FWM
5176
Fortress Wealth Management
California
$194M +$10.6M +6% 71
CWG
5177
Crown Wealth Group
North Carolina
$194M +$27.9M +17% 121
LD
5178
Lipe & Dalton
New York
$194M +$9.69M +5% 111
BFS
5179
Burkett Financial Services
South Carolina
$194M +$14.4M +8% 204
IA
5180
IMZ Advisory
Florida
$194M +$8.41M +5% 34
CFO
5181
Custos Family Office
Texas
$194M +$1.39M +0.7% 49
TWM
5182
Trinity Wealth Management
Pennsylvania
$194M +$26.7M +16% 51
RA
5183
Rockingstone Advisors
Massachusetts
$194M +$15.3M +9% 109
SXM
5184
SC XII Management
California
$194M -$251M -56% 1
SG
5185
StoneX Group
New York
$194M +$6.45M +3% 485
CVA
5186
Central Valley Advisors
California
$194M +$23.5M +14% 166
FZCM
5187
Flynn Zito Capital Management
New York
$194M +$45.3M +31% 117
BFA
5188
Bluestem Financial Advisors
Illinois
$194M +$21.5M +13% 28
CCMI
5189
Creative Capital Management Investments
California
$193M +$20.5M +12% 228
MA
5190
MBA Advisors
Pennsylvania
$193M +$14M +8% 132
NVCHI
5191
New Vernon Capital Holdings II
New Jersey
$193M +$6.97M +4% 101
WR
5192
WD Rutherford
Oregon
$193M +$21.3M +12% 94
SAM
5193
Silphium Asset Management
United Kingdom
$193M +$5.3M +3% 54
SV
5194
Stilwell Value
New York
$193M +$1.55M +0.8% 36
PWG
5195
Private Wealth Group
Florida
$193M +$16.7M +9% 60
RFA
5196
Register Financial Advisors
Georgia
$193M +$43.2M +29% 761
TC
5197
Taika Capital
Florida
$193M +$20.4M +12% 65
RC
5198
Renaissance Capital
Connecticut
$193M -$10.7M -5% 62
PIA
5199
Pinion Investment Advisors
Kansas
$193M +$26.5M +16% 162
BAM
5200
Blueshift Asset Management
New Jersey
$193M +$4.44M +2% 389