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
RFP
5201
Roth Financial Partners
Texas
$138M +$13.7M +11% 25
TA
5202
Tamarack Advisers
California
$138M -$31.1M -18% 51
LWMNY
5203
Landmark Wealth Management (New York)
New York
$138M +$6.27M +5% 66
HI
5204
Harrington Investments
California
$138M +$9.69M +8% 80
SMP
5205
Santa Monica Partners
Florida
$138M +$4.81M +4% 22
ICVCFVA
5206
IDG China Venture Capital Fund V Associates
Hong Kong
$138M +$75.1M +119% 1
NLVP
5207
New Leaf Venture Partners
New York
$138M -$30.4M -18% 20
FNBSF
5208
First National Bank Sioux Falls
South Dakota
$138M +$42.4M +44% 114
BAM
5209
Byrne Asset Management
New Jersey
$138M +$8.29M +6% 584
HAFS
5210
Hapanowicz & Associates Financial Services
Pennsylvania
$138M +$29.6M +27% 31
BFAG
5211
Blackston Financial Advisory Group
Florida
$138M -$4.2M -3% 96
AC
5212
Applied Capital
Arkansas
$138M -$7.66M -5% 54
SNBOSD
5213
Security National Bank of So Dak
Iowa
$138M +$26.4M +24% 99
HIS
5214
Horizon Investment Services
Indiana
$138M -$393K -0.3% 114
SFSG
5215
Sound Financial Strategies Group
Mississippi
$138M +$71.1M +107% 69
CWM
5216
Cahill Wealth Management
Michigan
$138M +$25.6M +23% 52
FCM
5217
Fourpath Capital Management
Oklahoma
$138M -$8.69M -6% 125
BBWP
5218
Beacon Bridge Wealth Partners
Pennsylvania
$138M 93
GCM
5219
Gables Capital Management
Florida
$137M +$12.8M +10% 369
MWM
5220
Maltin Wealth Management
New Jersey
$137M +$10.8M +9% 115
WMA
5221
West Michigan Advisors
Michigan
$137M +$22.6M +20% 129
EWA
5222
Etesian Wealth Advisors
Oregon
$137M 104
AIM
5223
Alhambra Investment Management
Florida
$137M +$5.71M +4% 152
DCM
5224
Delta Capital Management
New Jersey
$137M +$14.6M +12% 85
FIC
5225
Family Investment Center
Missouri
$137M 48