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
RFG
5851
RFP Financial Group
Georgia
$209M -$36.7M -15% 119
HWM
5852
HRC Wealth Management
Idaho
$209M +$3.71M +2% 57
LWMI
5853
Legacy Wealth Management (Idaho)
Idaho
$209M -$12.2M -6% 977
MCA
5854
Midwest Capital Advisors
Michigan
$209M +$1.31M +0.6% 228
SS
5855
Sound Stewardship
Kansas
$209M +$253K +0.1% 69
PWG
5856
Private Wealth Group
Florida
$208M +$7.47M +4% 71
SVP
5857
Strategic Value Partners
Connecticut
$208M 1
PAP
5858
Persistent Asset Partners
Hong Kong
$208M +$70M +51% 392
ASBI
5859
American State Bank (Iowa)
Iowa
$208M +$11.7M +6% 138
IFS
5860
Intelligent Financial Strategies
Minnesota
$208M +$2.5M +1% 75
MWM
5861
Meritas Wealth Management
California
$208M +$6M +3% 60
OPWM
5862
Oxinas Partners Wealth Management
Indiana
$208M +$21.1M +11% 138
PPA
5863
Pilgrim Partners Asia
Singapore
$208M -$16.8M -7% 186
PSF
5864
Pacific Sun Financial
California
$208M +$705K +0.3% 207
C
5865
Croban
Ohio
$207M +$57.4M +38% 85
BFP
5866
Beacon Financial Planning
Massachusetts
$207M +$14.2M +7% 57
CWM
5867
Cadence Wealth Management
Massachusetts
$207M +$16.2M +8% 61
CA
5868
CWC Advisors
Oregon
$207M +$2.89M +1% 154
RCAP
5869
Resolute Capital Asset Partners
Colorado
$207M +$15.8M +8% 71
LCM
5870
LCM Capital Management
Illinois
$207M -$1.55M -0.7% 116
CC
5871
Carlson Capital
Texas
$207M +$30.4M +17% 97
UOC
5872
University of Chicago
Illinois
$207M +$2.14M +1% 12
EHWM
5873
Eads & Heald Wealth Management
Georgia
$207M -$2.75M -1% 144
FWM
5874
Finer Wealth Management
Massachusetts
$207M +$6.01M +3% 91
MMHP
5875
Murphy Middleton Hinkle & Parker
Georgia
$207M +$2.12M +1% 228