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
APSI
5401
Asset Planning Services Inc
Louisiana
$205M +$2.85M +1% 35
RWMG
5402
Redwood Wealth Management Group
New Jersey
$205M +$3.44M +2% 171
ACM
5403
Ayrshire Capital Management
Connecticut
$205M -$5.21M -2% 54
SC
5404
Swan Capital
Florida
$205M +$1.74M +0.9% 432
RF
5405
Robbins Farley
New Hampshire
$205M +$6.38M +3% 163
NECFA
5406
New England Capital Financial Advisors
Connecticut
$205M +$12.2M +6% 429
SHFP
5407
Second Half Financial Partners
Florida
$205M +$16M +8% 111
MS
5408
Marshall & Sullivan
Washington
$205M -$3.61M -2% 41
PWG
5409
Private Wealth Group
Florida
$205M +$4.49M +2% 67
AIP
5410
Alexis Investment Partners
Texas
$204M 88
DRP
5411
Decade Renewable Partners
Texas
$204M +$13.7M +7% 44
SRWM
5412
Shira Ridge Wealth Management
California
$204M +$8.28M +4% 85
BA
5413
Bluesphere Advisors
Pennsylvania
$204M +$2.02M +1% 108
BF
5414
Brogan Financial
Tennessee
$204M +$28.5M +16% 59
TW
5415
Towerpoint Wealth
California
$204M -$6.85M -3% 92
CRAM
5416
Compass Rose Asset Management
New York
$204M +$112M +121% 16
ORC
5417
O'Rourke & Company
Massachusetts
$204M +$4.3M +2% 155
UAM
5418
Unison Asset Management
Florida
$204M -$6.39M -3% 35
QCIG
5419
Quad-Cities Investment Group
Iowa
$204M +$4.71M +2% 188
AFC
5420
AFT Forsyth & Company
Florida
$204M +$1.09M +0.5% 131
SC
5421
Summa Corp
Texas
$204M -$4.71M -2% 68
IAG
5422
Investmark Advisory Group
Connecticut
$204M -$2.05M -1% 126
FM
5423
Freemont Management
Switzerland
$204M +$12.3M +6% 86
AGP
5424
Autumn Glory Partners
Texas
$204M -$56.3M -22% 214
BB
5425
Burford Brothers
Texas
$204M +$11.9M +6% 167