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
6376
ROI Financial Advisors
Oregon
$174M +$6.62M +4% 69
FF
6377
Farrow Financial
Vermont
$174M +$1.71M +1% 56
SGF
6378
Stephens Greth Foundation
Texas
$174M 4
KCM
6379
KRS Capital Management
Michigan
$174M +$8.32M +5% 121
CFS
6380
Coordinated Financial Services
Colorado
$174M +$17.9M +11% 180
TCPG
6381
Trivant Custom Portfolio Group
California
$174M -$20.9M -11% 87
RCA
6382
Runnymede Capital Advisors
Ohio
$174M +$52.2M +43% 125
LWA
6383
Ledgewood Wealth Advisors
New Hampshire
$174M +$4.64M +3% 75
TCM
6384
Thoma Capital Management
Maryland
$174M -$509K -0.3% 62
FPH
6385
Financial Planning Hawaii
Hawaii
$174M 128
MWM
6386
Melfa Wealth Management
Massachusetts
$174M +$2.95M +2% 207
YWM
6387
Yukon Wealth Management
Kansas
$174M -$132M -43% 135
DWM
6388
Defined Wealth Management
Oregon
$173M +$1.26M +0.7% 110
OAS
6389
Optivise Advisory Services
Tennessee
$173M +$5.34M +3% 231
TA
6390
Tiptree Advisors
New York
$173M +$13.5M +8% 27
TWM
6391
TLW Wealth Management
Florida
$173M -$1.39M -0.8% 19
WSA
6392
Wealth Science Advisors
Georgia
$173M 71
SBCM
6393
Silverberg Bernstein Capital Management
New York
$173M +$8.38M +5% 67
HM
6394
Heronetta Management
New York
$173M -$9.66M -5% 25
FI
6395
Finivi Inc
Massachusetts
$173M +$15.9M +10% 104
MSRI
6396
Michael S. Ryan Inc
New York
$173M +$5.3M +3% 58
WF
6397
Williams Financial
Vermont
$173M +$75.9M +78% 31
BCM
6398
Brookmont Capital Management
Texas
$173M -$7.05M -4% 59
LIM
6399
Lagoda Investment Management
New York
$173M -$4.05M -2% 26
TC
6400
Tacita Capital
Ontario, Canada
$173M +$7.14M +4% 222