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
BFP
5901
Beacon Financial Planning
Massachusetts
$193M +$14M +8% 54
GW
5902
Griffith & Werner
Georgia
$193M 71
PCA
5903
Prospect Capital Advisors
California
$193M +$27M +16% 29
RF
5904
Rubicon Founders
Tennessee
$193M +$127M +195% 2
KA
5905
Kerrisdale Advisers
Florida
$193M +$1.14M +0.6% 76
RF
5906
RHS Financial
California
$193M +$16.7M +10% 142
CWM
5907
CarsonAllaria Wealth Management
Illinois
$192M +$5.83M +3% 357
FC
5908
FACT Capital
New York
$192M -$18.1M -9% 20
PC
5909
Pelham Capital
United Kingdom
$192M +$6.13M +3% 17
MRCM
5910
Mill Road Capital Management
Connecticut
$192M +$35.9M +23% 26
OF
5911
Optimize Financial
California
$192M +$28.6M +17% 458
AIM
5912
Athena Investment Management
California
$192M +$13.1M +7% 159
TVM
5913
True Vision MN
Minnesota
$192M +$11.1M +6% 117
RHI
5914
Richmond Hill Investments
New York
$192M -$2.7M -1% 3
HWA
5915
Hilltop Wealth Advisors
North Carolina
$192M +$13.9M +8% 53
PRI
5916
Prepared Retirement Institute
Pennsylvania
$192M +$22.1M +13% 91
LPFG
5917
Landing Point Financial Group
Ohio
$192M +$33.2M +21% 90
EM
5918
ELCO Management
New York
$192M +$904K +0.5% 171
PD
5919
Planning Directions
Pennsylvania
$192M +$13.9M +8% 93
DWG
5920
Darden Wealth Group
Michigan
$191M +$25.5M +15% 149
RCAP
5921
Resolute Capital Asset Partners
Colorado
$191M -$219K -0.1% 70
SWMP
5922
Signature Wealth Management Partners
New Jersey
$191M +$16.1M +9% 116
BFA
5923
Brown Financial Advisory
Alabama
$191M +$9.75M +5% 56
NIA
5924
NBZ Investment Advisors
Tennessee
$191M +$16.3M +9% 64
BAM
5925
Bullseye Asset Management
Colorado
$191M -$9.57M -5% 68