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
BFS
5301
Burrus Financial Services
Utah
$202M +$5.86M +3% 10
PPWM
5302
Paragon Private Wealth Management
Kentucky
$202M +$24.8M +14% 167
EA
5303
Ergawealth Advisors
Illinois
$202M +$18M +10% 65
RWMG
5304
Redwood Wealth Management Group
New Jersey
$202M +$68.9M +52% 1,239
CC
5305
Checkpoint Capital
California
$202M +$35.7M +22% 19
CRI
5306
Colonial River Investments
Virginia
$202M +$15.8M +8% 231
RP
5307
Riverwater Partners
Wisconsin
$201M +$66.5M +49% 219
FH
5308
FWG Holdings
Florida
$201M +$2.14M +1% 108
BRG
5309
Bay Rivers Group
Virginia
$201M +$8.89M +5% 85
PHWM
5310
Pine Harbor Wealth Management
Maryland
$201M +$31M +18% 104
RPCONE
5311
Retirement Planning Company of New England
Rhode Island
$201M +$17.2M +9% 232
HCM
5312
Hutner Capital Management
Vermont
$201M +$18.5M +10% 45
I2I
5313
Insight 2811 Inc
Illinois
$201M +$8.27M +4% 91
LWMI
5314
Landmark Wealth Management (Illinois)
Illinois
$201M +$19.1M +11% 42
TFCM
5315
Taylor Frigon Capital Management
Arizona
$201M -$9.41M -4% 94
PWS
5316
Physician Wealth Solutions
Nevada
$201M +$60.4M +43% 41
FWA
5317
FOCUS Wealth Advisors
Texas
$201M +$5.68M +3% 60
PAG
5318
Powers Advisory Group
Illinois
$200M +$17.1M +9% 101
APIM
5319
Agate Pass Investment Management
Washington
$200M +$12.4M +7% 96
HWA
5320
Hillcrest Wealth Advisors
New Jersey
$200M +$14.6M +8% 48
SCM
5321
Sitrin Capital Management
California
$200M +$12M +6% 44
FWM
5322
Fortress Wealth Management
California
$200M +$4.68M +2% 72
CWA
5323
Choice Wealth Advisors
Maine
$200M +$11.6M +6% 31
PWG
5324
Private Wealth Group
Florida
$200M +$9.65M +5% 67
1CM
5325
1492 Capital Management
Wisconsin
$200M +$23.3M +13% 112