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
RPCONE
5351
Retirement Planning Company of New England
Rhode Island
$249M +$719K +0.3% 256
BIA
5352
Beacon Investment Advisors
Maryland
$249M +$4.78M +2% 169
IVLAV
5353
Index Venture Life Associates VI
Jersey
$249M +$7.57M +3% 1
BMCM
5354
Burns Matteson Capital Management
New York
$249M +$10.7M +4% 243
SRWM
5355
Shira Ridge Wealth Management
California
$249M +$13.3M +6% 91
CWM
5356
Chicago Wealth Management
Illinois
$249M +$19.4M +8% 56
AC
5357
Athos Capital
Hong Kong
$249M +$94M +61% 44
GPFA
5358
Game Plan Financial Advisors
Ohio
$249M +$7.34M +3% 423
BWG
5359
Beta Wealth Group
California
$249M -$4.65M -2% 122
PPA
5360
Painted Porch Advisors
California
$249M -$13.7M -5% 473
MAS
5361
Madden Advisory Services
Florida
$249M -$9.56M -4% 108
HSWM
5362
Hubbell Strickland Wealth Management
Louisiana
$249M +$5.52M +2% 82
GCA
5363
Genesee Capital Advisors
New York
$248M +$18.3M +8% 136
MA
5364
MBA Advisors
Pennsylvania
$248M +$14M +6% 150
SWM
5365
Selby Wealth Management
California
$248M 84
TA
5366
TKG Advisors
Indiana
$248M +$14.5M +6% 99
TAM
5367
Tabor Asset Management
New York
$248M +$88.8M +56% 49
SWM
5368
StoneCrest Wealth Management
Arizona
$248M +$19.6M +9% 77
MC
5369
Mount Capital
United Kingdom
$248M -$31.2M -11% 16
PHM
5370
Prospect Hill Management
New Jersey
$247M +$13.5M +6% 14
BCM
5371
Brightline Capital Management
Florida
$247M +$3.37M +1% 12
WA
5372
Westfuller Advisors
New York
$247M +$27.3M +12% 827
BRG
5373
Bay Rivers Group
Virginia
$247M +$9.75M +4% 99
ML
5374
MTCO Ltd
$247M +$12.2M +5% 2
SVWG
5375
Shared Vision Wealth Group
United States
$247M +$10.8M +5% 109