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
GWM
5701
Grand Wealth Management
Michigan
$221M +$13.3M +6% 86
TFG
5702
Team Financial Group
California
$220M +$4.65M +2% 276
SFG
5703
Seamount Financial Group
Colorado
$220M +$8.45M +4% 138
FAM
5704
Forte Asset Management
New York
$220M +$12.4M +6% 75
CWL
5705
Causey Wealth LLC
Colorado
$220M 72
HFO
5706
Heritage Family Offices
Arizona
$220M +$5.14M +2% 220
LWM
5707
Lakeridge Wealth Management
Ohio
$220M -$4.99M -2% 163
CHA
5708
Cooper/Haims Advisors
New York
$220M +$5.95M +3% 104
EF
5709
Elite Financial
Idaho
$220M +$1.57M +0.7% 54
TCM
5710
Tandem Capital Management
New Jersey
$220M +$4.99M +2% 122
HFS
5711
Horizon Financial Services
North Carolina
$220M +$10.1M +5% 427
YWM
5712
Yoder Wealth Management
California
$220M +$8.29M +4% 123
RA
5713
Rockingstone Advisors
Massachusetts
$219M +$16.8M +8% 115
AFT
5714
Alpha Family Trust
California
$219M +$6.25M +3% 209
MRI
5715
Mad River Investors
Massachusetts
$219M -$13.9M -6% 38
RGF
5716
Retirement Guys Formula
Ohio
$219M -$64.9M -23% 180
TSS
5717
Taylor Securities Services
Pennsylvania
$219M 54
NC
5718
Nipun Capital
California
$219M +$60.8M +38% 13
MWM
5719
MOR Wealth Management
Pennsylvania
$219M 105
PPW
5720
PACK Private Wealth
Minnesota
$219M +$6.43M +3% 57
MWM
5721
Mosley Wealth Management
California
$219M 154
FF
5722
Finley Financial
Nevada
$218M +$2.15M +1% 124
WDC
5723
Woodward Diversified Capital
California
$218M +$3.62M +2% 196
ORG
5724
Optimist Retirement Group
Washington
$218M -$3.01M -1% 126
KCM
5725
Knoll Capital Management
Florida
$218M +$31.4M +17% 39