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
SC
5576
Solstein Capital
California
$219M +$23.8M +12% 518
RWS
5577
Resolute Wealth Strategies
Mississippi
$219M +$31.9M +17% 108
SFP
5578
Strategic Financial Partners
Oregon
$218M +$2.92M +1% 83
JWWM
5579
Johnson & White Wealth Management
Pennsylvania
$218M +$19.8M +10% 113
EF
5580
Elite Financial
Idaho
$218M +$15.1M +7% 54
NEPPG
5581
New England Professional Planning Group
Rhode Island
$218M -$1.28M -0.6% 48
IWMWV
5582
Ironwood Wealth Management (West Virginia)
West Virginia
$218M +$6.46M +3% 22
BA
5583
Bluesphere Advisors
Pennsylvania
$218M +$17.6M +9% 99
IAM
5584
Infusive Asset Management
New York
$218M -$6.23M -3% 38
YWS
5585
Yarger Wealth Strategies
Ohio
$218M +$26.7M +14% 121
CIA
5586
Citadel Investment Advisory
Ohio
$218M +$11.6M +6% 83
BFS
5587
Burrus Financial Services
Utah
$218M +$9.01M +4% 10
TPF
5588
Tribridge Partners Financial
Maryland
$218M +$47.3M +28% 74
CWP
5589
Core Wealth Partners
California
$218M +$20.7M +11% 186
NERM
5590
New England Research & Management
Illinois
$218M +$7.19M +3% 178
BCM
5591
Birmingham Capital Management
Alabama
$218M -$8.53M -4% 99
WCP
5592
Wealthcare Capital Partners
Pennsylvania
$218M +$18.7M +9% 151
CCM
5593
Cobalt Capital Management
New Jersey
$218M +$4.5M +2% 35
HWM
5594
Howard Wealth Management
Connecticut
$218M +$19.7M +10% 134
II
5595
INCA Investments
Florida
$217M -$40.2M -16% 10
BAM
5596
Bellevue Asset Management
Washington
$217M +$11.8M +6% 504
NVCHI
5597
New Vernon Capital Holdings II
New Jersey
$217M +$8.92M +4% 86
FC
5598
Family CFO
California
$217M +$17.5M +9% 90
PC
5599
Powers Capital
California
$217M +$15.8M +8% 2
W
5600
WealthCollab
Washington
$217M +$38.9M +22% 996