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
6F
5551
626 Financial
Michigan
$185M +$5.25M +3% 116
RFS
5552
Retirement Financial Solutions
Tennessee
$185M -$42.9M -19% 40
RWRC
5553
R.W. Roge & Company
New York
$185M -$1.82M -1% 51
SWA
5554
Sightline Wealth Advisors
Connecticut
$185M +$3.84M +2% 90
ILCM
5555
Ivy Lane Capital Management
Florida
$185M +$8.26M +5% 12
M
5556
MYeCFO
California
$185M +$674K +0.4% 58
SMP
5557
Santa Monica Partners
Florida
$185M +$15.4M +9% 19
MFG
5558
Marmo Financial Group
Tennessee
$185M -$2.29M -1% 28
SCM
5559
Sterneck Capital Management
Missouri
$185M +$255K +0.1% 108
WAM
5560
WFA Asset Management
Wisconsin
$185M +$926K +0.5% 226
LIM
5561
Lagoda Investment Management
New York
$185M +$10.8M +6% 34
HWM
5562
Howard Wealth Management
Connecticut
$185M +$13.1M +8% 120
EP
5563
EPIQ Partners
Minnesota
$185M +$4.29M +2% 84
RCM
5564
Regency Capital Management
Hawaii
$185M +$2.73M +2% 53
PP
5565
Patron Partners
Texas
$184M +$3.49M +2% 181
CPL
5566
Corecam Pte. Ltd.
$184M +$31.6M +21% 31
RWP
5567
Ridgecrest Wealth Partners
California
$184M -$7.43M -4% 119
HKIMG
5568
Hutchens & Kramer Investment Management Group
Indiana
$184M +$3.95M +2% 173
FCFC
5569
First Citizens Financial Corp
Iowa
$184M -$4.85M -3% 127
CIG
5570
CHB Investment Group
Pennsylvania
$184M -$4.34M -2% 74
DFS
5571
Dixon Fnancial Services
California
$184M -$4.19M -2% 39
HBT
5572
Heartland Bank & Trust
Illinois
$184M -$1.21M -0.7% 161
GWM
5573
Glass Wealth Management
Texas
$184M +$3.01M +2% 58
BCM
5574
BluePath Capital Management
Georgia
$184M +$24.3M +15% 110
PP
5575
PFS Partners
New Jersey
$184M +$9.98M +6% 463