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
5226
Fortress Wealth Management
California
$206M +$6.05M +3% 76
RPCONE
5227
Retirement Planning Company of New England
Rhode Island
$206M +$5.26M +3% 243
CI
5228
Canerector Inc
Ontario, Canada
$206M 10
SGCM
5229
Sand Grove Capital Management
United Kingdom
$206M -$42.1M -17% 17
YWM
5230
Yardley Wealth Management
Pennsylvania
$206M +$37.3M +22% 42
HPFG
5231
Hart & Patterson Financial Group
Massachusetts
$206M -$5.42M -3% 73
PFWA
5232
Paces Ferry Wealth Advisors
Georgia
$206M +$31.9M +18% 137
IC
5233
Innealta Capital
Texas
$206M -$40.9M -17% 172
RP
5234
Riverwater Partners
Wisconsin
$206M +$4.07M +2% 235
BOCM
5235
Bontempo Ohly Capital Management
Maryland
$205M -$13.7M -6% 35
LWMI
5236
Landmark Wealth Management (Illinois)
Illinois
$205M +$4.68M +2% 47
TSW
5237
Three Seasons Wealth
Utah
$205M +$15.2M +8% 141
IAMOG
5238
Investors Asset Management of Georgia
Georgia
$205M -$6.98M -3% 168
APSI
5239
Asset Planning Services Inc
Louisiana
$205M +$2.85M +1% 35
RWMG
5240
Redwood Wealth Management Group
New Jersey
$205M +$3.44M +2% 171
ACM
5241
Ayrshire Capital Management
Connecticut
$205M -$5.21M -2% 54
SC
5242
Swan Capital
Florida
$205M +$1.74M +0.9% 432
RF
5243
Robbins Farley
New Hampshire
$205M +$6.38M +3% 163
NECFA
5244
New England Capital Financial Advisors
Connecticut
$205M +$12.2M +6% 429
SHFP
5245
Second Half Financial Partners
Florida
$205M +$16M +8% 111
MS
5246
Marshall & Sullivan
Washington
$205M -$3.61M -2% 41
PWG
5247
Private Wealth Group
Florida
$205M +$4.49M +2% 67
DRP
5248
Decade Renewable Partners
Texas
$204M +$13.7M +7% 44
SRWM
5249
Shira Ridge Wealth Management
California
$204M +$8.28M +4% 85
BA
5250
Bluesphere Advisors
Pennsylvania
$204M +$2.02M +1% 108