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
5726
Rosalind Advisors
Ontario, Canada
$186M +$34.9M +23% 47
OAS
5727
Optivise Advisory Services
Tennessee
$186M -$4.49M -2% 191
VPF
5728
Vantage Point Financial
Illinois
$186M 122
6F
5729
626 Financial
Michigan
$185M +$5.25M +3% 116
RFS
5730
Retirement Financial Solutions
Tennessee
$185M -$42.9M -19% 40
RWRC
5731
R.W. Roge & Company
New York
$185M -$1.82M -1% 51
AWA
5732
AmeriServ Wealth Advisors
Pennsylvania
$185M 63
SWA
5733
Sightline Wealth Advisors
Connecticut
$185M +$3.84M +2% 90
ILCM
5734
Ivy Lane Capital Management
Florida
$185M +$8.26M +5% 12
M
5735
MYeCFO
California
$185M +$674K +0.4% 58
SMP
5736
Santa Monica Partners
Florida
$185M +$15.4M +9% 19
MFG
5737
Marmo Financial Group
Tennessee
$185M -$2.29M -1% 28
MCM
5738
M1 Capital Management
Michigan
$185M 86
SCM
5739
Sterneck Capital Management
Missouri
$185M +$255K +0.1% 108
WAM
5740
WFA Asset Management
Wisconsin
$185M +$926K +0.5% 226
LIM
5741
Lagoda Investment Management
New York
$185M +$10.8M +6% 34
HWM
5742
Howard Wealth Management
Connecticut
$185M +$13.1M +8% 120
EP
5743
EPIQ Partners
Minnesota
$185M +$4.29M +2% 84
RCM
5744
Regency Capital Management
Hawaii
$185M +$2.73M +2% 53
EF
5745
Elite Financial
Idaho
$185M 50
PP
5746
Patron Partners
Texas
$184M +$3.49M +2% 181
RWP
5747
Ridgecrest Wealth Partners
California
$184M -$7.43M -4% 119
HKIMG
5748
Hutchens & Kramer Investment Management Group
Indiana
$184M +$3.95M +2% 173
FCFC
5749
First Citizens Financial Corp
Iowa
$184M -$4.85M -3% 127
CIG
5750
CHB Investment Group
Pennsylvania
$184M -$4.34M -2% 74