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
AA
6051
Aufman Associates
Pennsylvania
$142M +$9.54M +7% 46
FRA
6052
FFG Retirement Advisors
Colorado
$142M +$12.5M +10% 48
TVM
6053
True Vision MN
Minnesota
$142M +$17.5M +14% 107
RWM
6054
Refined Wealth Management
Utah
$142M +$13.7M +11% 29
GC
6055
Gould Capital
Washington
$142M +$5.2M +4% 204
MWM
6056
Massachusetts Wealth Management
Massachusetts
$142M +$18M +15% 91
RFS
6057
Richardson Financial Services
Massachusetts
$142M +$27.7M +24% 646
SNBOSCI
6058
Security National Bank of Sioux City Iowa
Iowa
$142M +$9.37M +7% 91
PAWA
6059
Palo Alto Wealth Advisors
California
$142M +$9.57M +7% 43
SIM
6060
Sterling Investment Management
Arizona
$142M +$5.49M +4% 65
TC
6061
Tenret Company
Florida
$142M +$15.1M +12% 30
CS
6062
Capital Square
Tennessee
$142M +$53.2M +60% 161
LIWM
6063
Long Island Wealth Management
New York
$142M +$1.4M +1% 434
LI
6064
LHM Inc
Utah
$142M +$21M +17% 15
AWA
6065
Archvest Wealth Advisors
California
$141M +$8.77M +7% 61
MA
6066
Marquette Associates
Illinois
$141M +$41.9M +42% 37
DFA
6067
DHK Financial Advisors
New Hampshire
$141M +$7.87M +6% 75
PJWM
6068
Philip James Wealth Mangement
Georgia
$141M +$12M +9% 86
VWA
6069
Valued Wealth Advisors
Utah
$141M +$32.9M +30% 631
LHCM
6070
Lloyd Harbor Capital Management
New York
$141M -$17.2M -11% 21
CTFG
6071
Capstone Triton Financial Group
Oklahoma
$141M +$3.79M +3% 105
KAM
6072
Kopion Asset Management
Texas
$141M +$10.3M +8% 18
LI
6073
Latash Investments
Alaska
$141M +$1.84M +1% 21
RB
6074
Renasant Bank
Mississippi
$141M +$15.1M +12% 191
AWA
6075
Adapt Wealth Advisors
Georgia
$140M 49