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
TCFP
6301
Treasure Coast Financial Planning
Florida
$152M -$10.2M -6% 38
MLRA
6302
Main Line Retirement Advisors
Montana
$152M +$5.93M +4% 44
PSIWM
6303
Paradigm Strategies in Wealth Management
Minnesota
$152M -$7.85M -5% 55
BAM
6304
Boyar Asset Management
New York
$152M -$3.74M -2% 79
HAM
6305
Hedges Asset Management
Nevada
$152M +$428K +0.3% 115
GW
6306
Griffith & Werner
Georgia
$151M 69
RVM
6307
Robinson Value Management
Texas
$151M -$2.58M -2% 81
BGWM
6308
Bridge Generations Wealth Management
Florida
$151M 97
GCCM
6309
Green Court Capital Management
Hong Kong
$151M -$123M -45% 3
SIC
6310
Sterling Investment Counsel
New York
$151M -$129M -46% 178
GWM
6311
Greenhouse Wealth Management
Connecticut
$151M +$2.8M +2% 64
BIM
6312
Bullseye Investment Management
Ohio
$151M -$20.5M -12% 97
EFA
6313
Efficient Frontier Advisors
Connecticut
$151M -$3.29M -2% 18
CAM
6314
Costello Asset Management
Pennsylvania
$151M +$1.66M +1% 205
SWM
6315
Sanctuary Wealth Management
Idaho
$151M +$11.3M +8% 304
LA
6316
Lakeside Advisors
Washington
$151M -$7.96M -5% 65
SIA
6317
Stegner Investment Associates
Kentucky
$151M +$3.93M +3% 27
RAM
6318
RedJay Asset Management
Ontario, Canada
$151M -$24.5M -14% 22
WWM
6319
Wolff Wiese Magana
California
$151M +$4.89M +3% 1,025
SWP
6320
Semus Wealth Partners
Florida
$151M +$8.06M +6% 126
CWM
6321
Cadence Wealth Management
Massachusetts
$151M +$28M +23% 49
DWM
6322
Defined Wealth Management
Oregon
$151M -$3.02M -2% 110
LI
6323
LifeWealth Investments
Florida
$151M 148
BAM
6324
Bastion Asset Management
Canada
$151M 46
SCM
6325
Solas Capital Management
Connecticut
$151M +$8.13M +6% 20