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
RI
5301
Ridgewood Investments
New Jersey
$237M +$6.03M +3% 687
SFG
5302
Socha Financial Group
New York
$237M +$12.1M +5% 26
HCM
5303
Hutner Capital Management
Vermont
$236M +$16.6M +8% 44
IFO
5304
Independent Family Office
New York
$236M +$20.6M +10% 80
JCFM
5305
JBR Co Financial Management
Oklahoma
$236M +$33.8M +17% 122
SVWG
5306
Shared Vision Wealth Group
United States
$236M +$36M +18% 99
CWMGP
5307
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$236M +$132M +127% 81
FWM
5308
FMB Wealth Management
California
$236M +$26.1M +12% 91
PVM
5309
Palogic Value Management
Texas
$236M -$1.61M -0.7% 188
ACM
5310
Ardent Capital Management
Ohio
$236M +$27.5M +13% 52
G
5311
Gainplan
Michigan
$236M +$15.7M +7% 72
NRW
5312
Nova R Wealth
Kansas
$236M +$20.8M +10% 87
MTIM
5313
Marathon Trading Investment Management
Pennsylvania
$236M +$69.1M +41% 181
EFP
5314
Envision Financial Planning
Tennessee
$236M +$22M +10% 49
RWMG
5315
Redwood Wealth Management Group
New Jersey
$236M +$13.2M +6% 193
VP
5316
Verisail Partners
Georgia
$236M +$227K +0.1% 35
SRWM
5317
Shira Ridge Wealth Management
California
$236M +$16.7M +8% 89
IAA
5318
Independence Asset Advisors
Pennsylvania
$236M +$74.9M +47% 19
CSA
5319
Cottage Street Advisors
Massachusetts
$235M +$43.2M +22% 143
BOC
5320
Bull Oak Capital
California
$235M +$16M +7% 34
NECFA
5321
New England Capital Financial Advisors
Connecticut
$235M +$16.8M +8% 440
SJIM
5322
St. Johns Investment Management
Florida
$235M +$17.5M +8% 214
WR
5323
WD Rutherford
Oregon
$235M +$17.7M +8% 97
CCA
5324
Cora Capital Advisors
New Jersey
$235M +$10.5M +5% 120
PC
5325
Panview Capital
Hong Kong
$235M -$79.2M -25% 13