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
LWM
5726
Lakeridge Wealth Management
Ohio
$220M -$4.99M -2% 163
CHA
5727
Cooper/Haims Advisors
New York
$220M +$5.95M +3% 104
EF
5728
Elite Financial
Idaho
$220M +$1.57M +0.7% 54
TCM
5729
Tandem Capital Management
New Jersey
$220M +$4.99M +2% 122
HFS
5730
Horizon Financial Services
North Carolina
$220M +$10.1M +5% 427
YWM
5731
Yoder Wealth Management
California
$220M +$8.29M +4% 123
RA
5732
Rockingstone Advisors
Massachusetts
$219M +$16.8M +8% 115
AFT
5733
Alpha Family Trust
California
$219M +$6.25M +3% 209
MRI
5734
Mad River Investors
Massachusetts
$219M -$13.9M -6% 38
RGF
5735
Retirement Guys Formula
Ohio
$219M -$64.9M -23% 180
TSS
5736
Taylor Securities Services
Pennsylvania
$219M 54
NC
5737
Nipun Capital
California
$219M +$60.8M +38% 13
MWM
5738
MOR Wealth Management
Pennsylvania
$219M 105
PPW
5739
PACK Private Wealth
Minnesota
$219M +$6.43M +3% 57
MWM
5740
Mosley Wealth Management
California
$219M 154
FF
5741
Finley Financial
Nevada
$218M +$2.15M +1% 124
WDC
5742
Woodward Diversified Capital
California
$218M +$3.62M +2% 196
ORG
5743
Optimist Retirement Group
Washington
$218M -$3.01M -1% 126
KCM
5744
Knoll Capital Management
Florida
$218M +$31.4M +17% 39
BFF
5745
Byrne Financial Freedom
Massachusetts
$218M +$17M +8% 108
PP
5746
PFS Partners
New Jersey
$218M +$7.67M +4% 602
ACM
5747
Ayrshire Capital Management
Connecticut
$218M +$2.38M +1% 54
FPN
5748
Financial Planning Navigators
Minnesota
$218M 47
RCM
5749
Ridgepath Capital Management
Tennessee
$218M -$16.5M -7% 48
EWM
5750
Endowment Wealth Management
Wisconsin
$218M -$2.7M -1% 172