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
RFS
6401
Retirement Financial Solutions
Tennessee
$164M +$2.45M +2% 49
LC
6402
Lakehouse Capital
Australia
$164M -$259K -0.2% 13
KFG
6403
Kingdom Financial Group
Arizona
$164M +$49.1M +43% 87
UPS
6404
UHLMANN PRICE SECURITIES
Illinois
$164M +$23.4M +17% 204
MFA
6405
McClarren Financial Advisors
Pennsylvania
$164M +$9.85M +6% 76
SG
6406
Stanich Group
New York
$163M +$51.7M +46% 57
LFA
6407
Legend Financial Advisors
Pennsylvania
$163M +$12.6M +8% 172
MIM
6408
Meixler Investment Management
Arizona
$163M +$17.9M +12% 103
RCWM
6409
Royal Capital Wealth Management
Indiana
$163M +$12.7M +8% 92
PWSG
6410
Pacific Wealth Strategies Group
California
$163M +$10.5M +7% 64
CC
6411
CF Capital
Massachusetts
$163M +$84.6M +108% 56
KPPF
6412
Klein Pavlis & Peasley Financial
California
$163M +$13M +9% 99
FFA
6413
Frazier Financial Advisors
Ohio
$163M +$21.1M +15% 695
TMWM
6414
Taylor & Morgan Wealth Management
Michigan
$163M +$14.7M +10% 74
AIM
6415
Archer Investment Management
Texas
$163M +$25M +18% 63
PBO
6416
Peoples Bank (Ohio)
Ohio
$163M +$892K +0.6% 101
KCM
6417
Kerusso Capital Management
North Carolina
$163M +$1.12M +0.7% 59
FFWA
6418
Forthright Family Wealth Advisory
Texas
$163M +$4.77M +3% 60
BAM
6419
Byrne Asset Management
New Jersey
$163M +$11.5M +8% 624
LKWM
6420
Lee-Kelleher Wealth Management
Maryland
$162M +$11.9M +8% 41
HWA
6421
Heritage Wealth Architects
Minnesota
$162M +$26.5M +20% 59
BCM
6422
Berbice Capital Management
New York
$162M +$19.6M +14% 208
IWA
6423
Invera Wealth Advisors
Oregon
$162M +$8.9M +6% 88
CRFG
6424
Columbia River Financial Group
Washington
$162M +$7.62M +5% 53
CCG
6425
Catalina Capital Group
California
$162M +$13.9M +9% 171