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
RA
5701
Rockingstone Advisors
Massachusetts
$219M +$16.8M +8% 115
AFT
5702
Alpha Family Trust
California
$219M +$6.25M +3% 209
MRI
5703
Mad River Investors
Massachusetts
$219M -$13.9M -6% 38
RGF
5704
Retirement Guys Formula
Ohio
$219M -$64.9M -23% 180
TSS
5705
Taylor Securities Services
Pennsylvania
$219M 54
NC
5706
Nipun Capital
California
$219M +$60.8M +38% 13
MWM
5707
MOR Wealth Management
Pennsylvania
$219M 105
PPW
5708
PACK Private Wealth
Minnesota
$219M +$6.43M +3% 57
MWM
5709
Mosley Wealth Management
California
$219M 154
FF
5710
Finley Financial
Nevada
$218M +$2.15M +1% 124
WDC
5711
Woodward Diversified Capital
California
$218M +$3.62M +2% 196
ORG
5712
Optimist Retirement Group
Washington
$218M -$3.01M -1% 126
KCM
5713
Knoll Capital Management
Florida
$218M +$31.4M +17% 39
BFF
5714
Byrne Financial Freedom
Massachusetts
$218M +$17M +8% 108
PP
5715
PFS Partners
New Jersey
$218M +$7.67M +4% 602
ACM
5716
Ayrshire Capital Management
Connecticut
$218M +$2.38M +1% 54
FPN
5717
Financial Planning Navigators
Minnesota
$218M 47
RCM
5718
Ridgepath Capital Management
Tennessee
$218M -$16.5M -7% 48
EWM
5719
Endowment Wealth Management
Wisconsin
$218M -$2.7M -1% 172
IF
5720
IRON Financial
Illinois
$218M +$8.75M +4% 147
CIA
5721
Cohen Investment Advisors
New Hampshire
$217M +$11.5M +6% 78
DCM
5722
Dilation Capital Management
New York
$217M +$15.7M +8% 23
RFMS
5723
RWQ Financial Management Services
Florida
$217M -$13M -6% 26
MWM
5724
Maripau Wealth Management
Indiana
$217M +$18.8M +9% 158
EA
5725
Ergawealth Advisors
Illinois
$217M +$2.66M +1% 60