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
WPM
5476
Worldly Partners Management
Massachusetts
$191M -$19.3M -9% 3
GIA
5477
Goodwin Investment Advisory
Georgia
$191M -$40M -17% 39
IFA
5478
Interactive Financial Advisors
Illinois
$191M -$3.47M -2% 89
RTL
5479
Red Tortoise LLC
Georgia
$191M -$7.84M -4% 621
SWM
5480
SFG Wealth Management
Maryland
$191M +$2.11M +1% 107
VCM
5481
Viewpoint Capital Management
Washington
$190M +$11.5M +6% 142
SM
5482
Scoggin Management
New York
$190M +$9.23M +5% 64
SAM
5483
S.A. Mason
Michigan
$190M +$1.78M +0.9% 350
CPSC
5484
Carl P. Sherr & Co
Massachusetts
$190M +$312K +0.2% 122
MTWM
5485
Masso Torrence Wealth Management
New Jersey
$190M +$4.95M +3% 106
EM
5486
ELCO Management
New York
$190M +$4.94M +3% 178
FFL
5487
Flat Footed LLC
Wyoming
$190M -$29M -13% 23
DRD
5488
Dennis R. Delaney
$190M -$3.72M -2% 47
CI
5489
Cordant Inc
Oregon
$190M -$5.5M -3% 82
SVWG
5490
Shared Vision Wealth Group
United States
$190M +$2.83M +2% 78
SL
5491
SIB LLC
New York
$190M -$14.5M -7% 19
FFL
5492
Financial Freedom LLC
Ohio
$190M +$767K +0.4% 363
BBW
5493
Blue Barn Wealth
Utah
$190M -$5.14M -3% 167
LJCM
5494
Lee Johnson Capital Management
Texas
$190M -$4.96M -3% 36
MFP
5495
Meridian Financial Partners
Virginia
$189M -$8.36M -4% 108
PGF
5496
Plan Group Financial
Oklahoma
$189M -$51.2K -0% 118
TVWM
5497
Tower View Wealth Management
Wisconsin
$189M +$6.53M +4% 216
RC
5498
Riposte Capital
New York
$189M -$6.46M -3% 31
LAI
5499
Legal Advantage Investments
California
$189M +$7.24M +4% 108
SOAG
5500
Silver Oak Advisory Group
Oregon
$189M -$5.91M -3% 70