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
BFA
5551
Buttonwood Financial Advisors
Maryland
$119M +$7.89M +7% 74
IFS
5552
Intelligent Financial Strategies
Minnesota
$119M +$23.4M +25% 100
JIM
5553
JCP Investment Management
Texas
$119M -$22.4M -16% 21
HHRDM
5554
H&H Retirement Design & Management
Nevada
$118M +$12.3M +12% 71
BOC
5555
Bull Oak Capital
California
$118M +$15.8M +15% 24
OPWM
5556
Oxinas Partners Wealth Management
Indiana
$118M -$2.7M -2% 102
FWP
5557
Firethorn Wealth Partners
Georgia
$118M +$10.9M +10% 142
PSB
5558
Piscataqua Savings Bank
New Hampshire
$118M +$13.8M +13% 357
NFG
5559
Norris Financial Group
South Carolina
$118M +$9.06M +8% 81
IDBONY
5560
Israel Discount Bank of New York
New York
$118M -$2.83M -2% 84
HMCP
5561
Hook Mill Capital Partners
New York
$118M 30
MF
5562
Montis Financial
Massachusetts
$118M +$14.3M +14% 65
FNBOH
5563
First National Bank of Hutchinson
Kansas
$118M -$7.36M -6% 112
MPW
5564
Melone Private Wealth
Michigan
$118M +$3.53M +3% 56
HCM
5565
Horiko Capital Management
New York
$118M +$8.74M +8% 23
SWIM
5566
Smallwood Wealth Investment Management
New Jersey
$118M +$7.1M +6% 77
HWA
5567
Hilltop Wealth Advisors
North Carolina
$118M +$20.6M +21% 41
BWIA
5568
Bryant Woods Investment Advisors
New York
$118M +$11.8M +11% 42
MA
5569
Mosaic Advisors
Texas
$118M -$7.12M -6% 17
BCM
5570
BlueMar Capital Management
Florida
$118M -$18.3M -13% 36
EFMH
5571
E Fund Management (HK)
Hong Kong
$118M -$8.3M -7% 33
AFG
5572
Affinia Financial Group
Massachusetts
$118M +$29M +33% 35
RF
5573
Resolute Financial
Massachusetts
$118M +$12.2M +12% 118
SCGDR
5574
Sharp Capital Gestora de Recursos
Brazil
$118M -$24.3M -17% 9
PF
5575
Parker Financial
Washington
$118M 40