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
RFA
6001
Resurgent Financial Advisors
Georgia
$199M -$4.32M -2% 229
ACM
6002
AUA Capital Management
Pennsylvania
$199M +$21.2M +12% 82
RCM
6003
Richardson Capital Management
Wisconsin
$199M -$11.1M -5% 268
CA
6004
Corrado Advisors
New Jersey
$199M +$13.2M +7% 125
LKBC
6005
L.K. Benson & Company
Maryland
$199M +$13.7M +7% 116
SF
6006
SWP Financial
California
$199M +$2.89M +1% 75
HWA
6007
Hilltop Wealth Advisors
North Carolina
$199M +$7.27M +4% 54
MIM
6008
Marshall Investment Management
Colorado
$199M +$10.2M +5% 81
HI
6009
Harrington Investments
California
$199M -$1.24M -0.6% 86
NWMP
6010
Noble Wealth Management PBC
Colorado
$199M +$11.2M +6% 618
DRD
6011
Dennis R. Delaney
$199M -$703K -0.4% 51
WAL
6012
W Advisors LLC
Tennessee
$199M +$8.95M +5% 146
SFS
6013
Sharp Financial Services
Pennsylvania
$199M +$14.8M +8% 117
PRI
6014
Prepared Retirement Institute
Pennsylvania
$199M +$6.86M +4% 85
WPA
6015
Wealth Preservation Advisors
Tennessee
$199M +$26.8M +16% 639
EWM
6016
Evergreen Wealth Management
Michigan
$199M +$7.81M +4% 55
FU
6017
Fairfield University
Connecticut
$199M -$3.27M -2% 3
OF
6018
Optimize Financial
California
$199M +$6.5M +3% 325
PD
6019
Planning Directions
Pennsylvania
$198M +$6.86M +4% 103
IWP
6020
Innova Wealth Partners
Pennsylvania
$198M +$13.1M +7% 158
NIMC
6021
Nierenberg Investment Management Company
Washington
$198M +$17.3M +10% 58
PCM
6022
Prospera Capital Management
Arizona
$198M -$8.64M -4% 49
BC
6023
BDFS Capital
Delaware
$198M 134
ALS
6024
Andrew L. Share
$198M +$53.4M +37% 18
PBBUPS
6025
PKO BP Bankowy Universal Pension Society
Poland
$198M +$29.2M +17% 13