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
RWMG
5326
Redwood Wealth Management Group
New Jersey
$236M +$13.2M +6% 193
VP
5327
Verisail Partners
Georgia
$236M +$227K +0.1% 35
SRWM
5328
Shira Ridge Wealth Management
California
$236M +$16.7M +8% 89
IAA
5329
Independence Asset Advisors
Pennsylvania
$236M +$74.9M +47% 19
CSA
5330
Cottage Street Advisors
Massachusetts
$235M +$43.2M +22% 143
BOC
5331
Bull Oak Capital
California
$235M +$16M +7% 34
NECFA
5332
New England Capital Financial Advisors
Connecticut
$235M +$16.8M +8% 440
SJIM
5333
St. Johns Investment Management
Florida
$235M +$17.5M +8% 214
WR
5334
WD Rutherford
Oregon
$235M +$17.7M +8% 97
CCA
5335
Cora Capital Advisors
New Jersey
$235M +$10.5M +5% 120
PC
5336
Panview Capital
Hong Kong
$235M -$79.2M -25% 13
IAMOG
5337
Investors Asset Management of Georgia
Georgia
$235M +$18.9M +9% 182
ML
5338
MTCO Ltd
$235M 2
JP
5339
JNE Partners
United Kingdom
$235M -$13.7M -6% 9
QCIG
5340
Quad-Cities Investment Group
Iowa
$235M +$14.7M +7% 194
LP
5341
LGL Partners
Pennsylvania
$235M +$9.53M +4% 59
KAM
5342
Krensavage Asset Management
New York
$235M +$45.8M +24% 18
BF
5343
Brogan Financial
Tennessee
$235M +$10.8M +5% 63
PBC
5344
Pavion Blue Capital
California
$235M +$9.46M +4% 106
CWA
5345
Continuum Wealth Advisors
New York
$235M +$26.3M +13% 72
WIA
5346
Wetzel Investment Advisors
Indiana
$234M +$15.7M +7% 136
RCM
5347
Ridgepath Capital Management
Tennessee
$234M +$16.7M +8% 52
MIM
5348
Meros Investment Management
Texas
$234M +$23.5M +11% 45
SC
5349
Schulhoff & Co
Ohio
$234M +$8.81M +4% 137
BWA
5350
BlueChip Wealth Advisors
Georgia
$234M +$9.56M +4% 192