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
CF
5326
Concorde Financial
Texas
$159M 134
PIM
5327
Profit Investment Management
Maryland
$159M +$15.2M +11% 92
RFMS
5328
RWQ Financial Management Services
Florida
$159M +$22.5M +17% 31
AW
5329
Alaethes Wealth
Nevada
$159M +$21.3M +15% 297
TPW
5330
Tiller Private Wealth
Pennsylvania
$159M +$25.9M +20% 56
PFA
5331
Plotkin Financial Advisors
Maryland
$158M -$9.89M -6% 104
HHRDM
5332
H&H Retirement Design & Management
Nevada
$158M -$4.36M -3% 69
HKIMG
5333
Hutchens & Kramer Investment Management Group
Indiana
$158M 120
OWA
5334
Opal Wealth Advisors
New York
$158M +$54M +52% 137
SOAG
5335
Silver Oak Advisory Group
Oregon
$158M 60
HWM
5336
HighMark Wealth Management
Minnesota
$158M +$21.9M +16% 549
CPWA
5337
Cerro Pacific Wealth Advisors
California
$158M +$18.9M +14% 128
AWA
5338
Acorn Wealth Advisors
Michigan
$158M +$14.7M +10% 185
RI
5339
Ridgewood Investments
New Jersey
$158M +$10.2M +7% 199
MPEM
5340
Marathon Partners Equity Management
New York
$158M -$46.7M -23% 11
RHP
5341
Royal Harbor Partners
Texas
$158M +$17.1M +12% 86
HFS
5342
HBC Financial Services
Washington
$158M +$7.57M +5% 198
BCFD
5343
Boit C.F. David
$158M +$11.9M +8% 116
JPLA
5344
Joseph P. Lucia & Associates
New York
$157M -$11.5M -7% 610
RCM
5345
Regency Capital Management
Hawaii
$157M +$15.1M +11% 181
PBF
5346
Petix & Botte Financial
California
$157M -$138M -47% 119
BFA
5347
BMS Financial Advisors
South Dakota
$157M 92
AWP
5348
Accretive Wealth Partners
New Jersey
$157M +$15.3M +11% 116
SMP
5349
Santa Monica Partners
Florida
$157M +$2.6M +2% 23
FFL
5350
Flat Footed LLC
Wyoming
$157M 22