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
RGF
5826
Retirement Guys Formula
Ohio
$97.4M -$51.9M -35% 139
PCM
5827
Piedmont Capital Management
Montana
$97.3M -$35.8M -27% 41
PFP
5828
Paragon Financial Partners
California
$97.3M -$17.4M -15% 85
CW
5829
Cook Wealth
North Carolina
$97.3M +$2.55M +3% 49
IAC
5830
ION Acquisition Corp
Israel
$97.1M -$51.8M -35% 5
CFO
5831
Capitol Family Office
Oregon
$97.1M -$27.1M -22% 23
IFPL
5832
Investments & Financial Planning LLC
Kentucky
$97.1M -$17.3M -15% 36
APW
5833
Atlantic Private Wealth
North Carolina
$97M -$8.55M -8% 41
VBCG
5834
Valley Brook Capital Group
Pennsylvania
$97M -$18.9M -16% 118
ETM
5835
Euclidean Technologies Management
Washington
$96.8M -$11.4M -11% 87
CF
5836
Convergence Financial
Missouri
$96.8M +$3.59M +4% 25
NCG
5837
Newport Capital Group
New Jersey
$96.8M -$36.6M -27% 60
WP
5838
Wealthspan Partners
Iowa
$96.8M -$13.5M -12% 71
LFA
5839
Legend Financial Advisors
Pennsylvania
$96.8M -$60.6M -39% 51
BWS
5840
BCR Wealth Strategies
Alabama
$96.8M -$7.78M -7% 125
WFS
5841
Widmann Financial Services
Maryland
$96.6M -$16.2M -14% 91
HPM
5842
Hudson Portfolio Management
New York
$96.6M -$16.2M -14% 112
PCM
5843
Perkins Capital Management
Minnesota
$96.6M -$25.4M -21% 115
CGH
5844
CMG Global Holdings
Texas
$96.6M -$25.9M -21% 84
CWM
5845
Cadence Wealth Management
Massachusetts
$96.5M -$33.8M -26% 39
JSMC
5846
Jess S. Morgan & Co
California
$96.4M -$41M -30% 47
MP
5847
Marlowe Partners
New York
$96.4M -$37.6M -28% 8
VBWMG
5848
Von Berge Wealth Management Group
California
$96.2M -$13.5M -12% 65
ACM
5849
Anabranch Capital Management
Connecticut
$96.2M -$49.4M -34% 7
HA
5850
Hofer & Associates
California
$96.1M -$17.5M -15% 52