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
RFP
5876
RCS Financial Planning
Maryland
$121M +$8.47M +8% 49
FB
5877
First Bancorp
Maine
$121M +$4.45M +4% 112
SAMC
5878
Spectrum Asset Management (Connecticut)
Connecticut
$121M -$8.02M -6% 7
GCL
5879
Gouws Capital LLC
North Carolina
$121M +$9.29M +8% 47
WAM
5880
Walker Asset Management
Missouri
$121M +$5.76M +5% 100
AWMT
5881
AAFMAA Wealth Management & Trust
North Carolina
$121M -$3.61M -3% 53
ASI
5882
Advisory Services & Investments
Oregon
$121M +$10.9M +10% 40
HIA
5883
HTG Investment Advisors
Connecticut
$121M +$11.4M +10% 54
DJYG
5884
David J. Yvars Group
Florida
$121M +$10.4M +9% 89
BW
5885
Basepoint Wealth
Iowa
$121M +$1.14M +0.9% 96
TFP
5886
TrueWealth Financial Partners
Washington
$121M +$4.95M +4% 17
MFA
5887
McClarren Financial Advisors
Pennsylvania
$121M +$10.9M +10% 491
MHWM
5888
Montz Harcus Wealth Management
Louisiana
$121M +$12.6M +12% 60
YEPX
5889
Yorktown Energy Partners X
New York
$121M +$16.8M +16% 5
FPW
5890
Flagship Private Wealth
Massachusetts
$121M +$8.88M +8% 76
KFA
5891
Kapstone Financial Advisors
Ohio
$121M +$9.89M +9% 105
VBWMG
5892
Von Berge Wealth Management Group
California
$121M +$8.84M +8% 66
CRIG
5893
Charter Research & Investment Group
Connecticut
$121M +$6.37M +6% 79
JCA
5894
Jade Capital Advisors
New Jersey
$121M +$50.4M +72% 86
IWP
5895
Insight Wealth Partners
Texas
$120M +$9.49M +9% 72
ARC
5896
Arias Resource Capital
Cayman Islands
$120M -$25M -17% 1
ALWM
5897
Andrews Lucia Wealth Management
California
$120M +$7.37M +7% 26
PFA
5898
Plotkin Financial Advisors
Maryland
$120M +$12.7M +12% 82
RG
5899
Richelieu Gestion
France
$120M +$9.39M +8% 79
GPI
5900
General Partner Inc
Pennsylvania
$120M +$6.23M +5% 127