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
TCG
5676
Transcendent Capital Group
Oklahoma
$221M -$2.56M -1% 133
FCM
5677
Forager Capital Management
Alabama
$221M -$5.8M -3% 12
SA
5678
Sunesis Advisors
Kansas
$221M +$6.76M +3% 55
RF
5679
Robbins Farley
New Hampshire
$221M -$20M -8% 180
GWM
5680
Grand Wealth Management
Michigan
$221M +$13.3M +6% 86
TFG
5681
Team Financial Group
California
$220M +$4.65M +2% 276
SFG
5682
Seamount Financial Group
Colorado
$220M +$8.45M +4% 138
FAM
5683
Forte Asset Management
New York
$220M +$12.4M +6% 75
HFO
5684
Heritage Family Offices
Arizona
$220M +$5.14M +2% 220
LWM
5685
Lakeridge Wealth Management
Ohio
$220M -$4.99M -2% 163
CHA
5686
Cooper/Haims Advisors
New York
$220M +$5.95M +3% 104
EF
5687
Elite Financial
Idaho
$220M +$1.57M +0.7% 54
TCM
5688
Tandem Capital Management
New Jersey
$220M +$4.99M +2% 122
HFS
5689
Horizon Financial Services
North Carolina
$220M +$10.1M +5% 427
YWM
5690
Yoder Wealth Management
California
$220M +$8.29M +4% 123
RA
5691
Rockingstone Advisors
Massachusetts
$219M +$16.8M +8% 115
AFT
5692
Alpha Family Trust
California
$219M +$6.25M +3% 209
MRI
5693
Mad River Investors
Massachusetts
$219M -$13.9M -6% 38
RGF
5694
Retirement Guys Formula
Ohio
$219M -$64.9M -23% 180
TSSI
5695
Taylor Securities Services, Inc.
Pennsylvania
$219M 54
NC
5696
Nipun Capital
California
$219M +$60.8M +38% 13
MWM
5697
MOR Wealth Management
Pennsylvania
$219M 105
PPW
5698
PACK Private Wealth
Minnesota
$219M +$6.43M +3% 57
MWM
5699
Mosley Wealth Management
California
$219M 154
FF
5700
Finley Financial
Nevada
$218M +$2.15M +1% 124