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
HHRDM
5551
H&H Retirement Design & Management
Nevada
$118M +$12.3M +12% 71
BOC
5552
Bull Oak Capital
California
$118M +$15.8M +15% 24
OPWM
5553
Oxinas Partners Wealth Management
Indiana
$118M -$2.7M -2% 102
FWP
5554
Firethorn Wealth Partners
Georgia
$118M +$10.9M +10% 142
PSB
5555
Piscataqua Savings Bank
New Hampshire
$118M +$13.8M +13% 357
IDBONY
5556
Israel Discount Bank of New York
New York
$118M -$2.83M -2% 84
HMCP
5557
Hook Mill Capital Partners
New York
$118M 30
MF
5558
Montis Financial
Massachusetts
$118M +$14.3M +14% 65
FNBOH
5559
First National Bank of Hutchinson
Kansas
$118M -$7.36M -6% 112
MPW
5560
Melone Private Wealth
Michigan
$118M +$3.53M +3% 56
HCM
5561
Horiko Capital Management
New York
$118M +$8.74M +8% 23
SWIM
5562
Smallwood Wealth Investment Management
New Jersey
$118M +$7.1M +6% 77
HWA
5563
Hilltop Wealth Advisors
North Carolina
$118M +$20.6M +21% 41
BWIA
5564
Bryant Woods Investment Advisors
New York
$118M +$11.8M +11% 42
MA
5565
Mosaic Advisors
Texas
$118M -$7.12M -6% 17
BCM
5566
BlueMar Capital Management
Florida
$118M -$18.3M -13% 36
EFMH
5567
E Fund Management (HK)
Hong Kong
$118M -$8.3M -7% 33
AFG
5568
Affinia Financial Group
Massachusetts
$118M +$29M +33% 35
RF
5569
Resolute Financial
Massachusetts
$118M +$12.2M +12% 118
SCGDR
5570
Sharp Capital Gestora de Recursos
Brazil
$118M -$24.3M -17% 9
PF
5571
Parker Financial
Washington
$118M 40
WFA
5572
WMG Financial Advisors
Tennessee
$117M +$6.43M +6% 152
TFG
5573
Tilson Financial Group
New Jersey
$117M 59
PM
5574
Penbrook Management
New York
$117M +$1.13M +1% 100
CWA
5575
Consilium Wealth Advisory
Texas
$117M +$27.6M +31% 76