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
SFG
5676
Seamount Financial Group
Colorado
$220M +$8.45M +4% 138
FAM
5677
Forte Asset Management
New York
$220M +$12.4M +6% 75
HFO
5678
Heritage Family Offices
Arizona
$220M +$5.14M +2% 220
LWM
5679
Lakeridge Wealth Management
Ohio
$220M -$4.99M -2% 163
CHA
5680
Cooper/Haims Advisors
New York
$220M +$5.95M +3% 104
EF
5681
Elite Financial
Idaho
$220M +$1.57M +0.7% 54
TCM
5682
Tandem Capital Management
New Jersey
$220M +$4.99M +2% 122
HFS
5683
Horizon Financial Services
North Carolina
$220M +$10.1M +5% 427
YWM
5684
Yoder Wealth Management
California
$220M +$8.29M +4% 123
RA
5685
Rockingstone Advisors
Massachusetts
$219M +$16.8M +8% 115
AFT
5686
Alpha Family Trust
California
$219M +$6.25M +3% 209
MRI
5687
Mad River Investors
Massachusetts
$219M -$13.9M -6% 38
RGF
5688
Retirement Guys Formula
Ohio
$219M -$64.9M -23% 180
TSSI
5689
Taylor Securities Services, Inc.
Pennsylvania
$219M 54
NC
5690
Nipun Capital
California
$219M +$60.8M +38% 13
MWM
5691
MOR Wealth Management
Pennsylvania
$219M 105
PPW
5692
PACK Private Wealth
Minnesota
$219M +$6.43M +3% 57
MWM
5693
Mosley Wealth Management
California
$219M 154
FF
5694
Finley Financial
Nevada
$218M +$2.15M +1% 124
WDC
5695
Woodward Diversified Capital
California
$218M +$3.62M +2% 196
ORG
5696
Optimist Retirement Group
Washington
$218M -$3.01M -1% 126
KCM
5697
Knoll Capital Management
Florida
$218M +$31.4M +17% 39
BFF
5698
Byrne Financial Freedom
Massachusetts
$218M +$17M +8% 108
PP
5699
PFS Partners
New Jersey
$218M +$7.67M +4% 602
ACM
5700
Ayrshire Capital Management
Connecticut
$218M +$2.38M +1% 54