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
6451
Richardson Financial Services
Massachusetts
$161M +$12.4M +8% 657
OIM
6452
Opus Investment Management
Massachusetts
$161M +$10.8M +7% 29
FRA
6453
FFG Retirement Advisors
Colorado
$161M +$1.54M +1% 50
WWWM
6454
White Wing Wealth Management
Texas
$161M +$13.5M +9% 37
PS
6455
Pinney & Scofield
Massachusetts
$161M +$13.3M +9% 221
PXPO
6456
Peak XV Partners Operations
Mauritius
$161M -$43M -21% 1
SCM
6457
Sunbeam Capital Management
Georgia
$161M +$28.9M +22% 105
DSCM
6458
Del-Sette Capital Management
New York
$161M +$17.1M +12% 56
HG
6459
Herbst Group
Connecticut
$161M -$6.02M -4% 59
MF
6460
Manuka Financial
Virginia
$161M -$22.6M -12% 58
EG
6461
Ellerson Group
Maryland
$161M +$18.9M +13% 63
BRWM
6462
Blue Rock Wealth Management
North Carolina
$161M +$17M +12% 112
LWP
6463
LeClair Wealth Partners
Ohio
$160M +$13.2M +9% 110
CPP
6464
Capasso Planning Partners
South Carolina
$160M -$16.3M -9% 88
AGA
6465
Accuvest Global Advisors
Utah
$160M +$6.72M +4% 94
FIG
6466
FSA Investment Group
Florida
$160M +$25.4M +19% 40
MAG
6467
M3 Advisory Group
Massachusetts
$160M +$15.8M +11% 159
SPF
6468
South Plains Financial
Texas
$160M +$18M +13% 234
SWM
6469
Schwallier Wealth Management
Michigan
$160M -$3.45M -2% 56
NAM
6470
NewGen Asset Management
Ontario, Canada
$160M +$7.12M +5% 40
NELSF
6471
NewGen Equity Long/Short Fund
Cayman Islands
$160M +$14.9M +10% 40
OA
6472
Oceanside Advisors
South Carolina
$160M +$10.5M +7% 48
PFMU
6473
Privium Fund Management (UK)
United Kingdom
$160M +$3.85M +2% 13
TA
6474
Tiptree Advisors
New York
$160M +$32.2M +25% 25
AF
6475
Atala Financial
California
$160M +$14.8M +10% 139