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
CC
5301
Checkpoint Capital
California
$202M +$35.7M +22% 19
CRI
5302
Colonial River Investments
Virginia
$202M +$15.8M +8% 231
RP
5303
Riverwater Partners
Wisconsin
$201M +$66.5M +49% 219
FH
5304
FWG Holdings
Florida
$201M +$2.14M +1% 108
BRG
5305
Bay Rivers Group
Virginia
$201M +$8.89M +5% 85
PHWM
5306
Pine Harbor Wealth Management
Maryland
$201M +$31M +18% 104
RPCONE
5307
Retirement Planning Company of New England
Rhode Island
$201M +$17.2M +9% 232
HCM
5308
Hutner Capital Management
Vermont
$201M +$18.5M +10% 45
I2I
5309
Insight 2811 Inc
Illinois
$201M +$8.27M +4% 91
LWMI
5310
Landmark Wealth Management (Illinois)
Illinois
$201M +$19.1M +11% 42
TFCM
5311
Taylor Frigon Capital Management
Arizona
$201M -$9.41M -4% 94
PWS
5312
Physician Wealth Solutions
Nevada
$201M +$60.4M +43% 41
FWA
5313
FOCUS Wealth Advisors
Texas
$201M +$5.68M +3% 60
PAG
5314
Powers Advisory Group
Illinois
$200M +$17.1M +9% 101
APIM
5315
Agate Pass Investment Management
Washington
$200M +$12.4M +7% 96
HWA
5316
Hillcrest Wealth Advisors
New Jersey
$200M +$14.6M +8% 48
SCM
5317
Sitrin Capital Management
California
$200M +$12M +6% 44
FWM
5318
Fortress Wealth Management
California
$200M +$4.68M +2% 72
CWA
5319
Choice Wealth Advisors
Maine
$200M +$11.6M +6% 31
PWG
5320
Private Wealth Group
Florida
$200M +$9.65M +5% 67
1CM
5321
1492 Capital Management
Wisconsin
$200M +$23.3M +13% 112
MAG
5322
Members Advisory Group
New York
$200M +$16.8M +9% 36
MCA
5323
Magnolia Capital Advisors
Mississippi
$200M +$21.3M +12% 153
BM
5324
Bridger Management
New York
$200M +$5.58M +3% 34
RI
5325
Ridgewood Investments
New Jersey
$200M +$336K +0.2% 799