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
RCWM
6501
Royal Capital Wealth Management
Indiana
$143M +$1.11M +0.8% 97
PRRFG
6502
Paul R. Ried Financial Group
Washington
$143M 30
4A
6503
4D Advisors
California
$143M 34
MI
6504
Motiv8 Investments
Florida
$143M -$5.96M -4% 100
SA
6505
SFI Advisors
New Jersey
$142M +$2.33M +2% 98
AF
6506
Atala Financial
California
$142M 475
KAM
6507
Kopion Asset Management
Texas
$142M +$3.55M +3% 20
SCM
6508
Sheridan Capital Management
California
$142M +$868K +0.6% 28
TMWM
6509
Taylor & Morgan Wealth Management
Michigan
$142M -$6.74M -5% 76
RFS
6510
Richardson Financial Services
Massachusetts
$142M -$15.1M -10% 675
MP
6511
MSD Partners
New York
$142M -$15.5M -10% 20
BAM
6512
Byrne Asset Management
New Jersey
$142M -$4.56M -3% 597
ZRP
6513
Zynergy Retirement Planning
New Jersey
$142M $0 0% 111
SL
6514
SFM LLC
New Hampshire
$142M +$8.46M +6% 60
LKBC
6515
L.K. Benson & Company
Maryland
$142M 95
CPL
6516
CAP Partners LLC
Tennessee
$142M +$8.01M +6% 137
FA
6517
Financial Alternatives
California
$142M -$333K -0.2% 86
RHAM
6518
Round Hill Asset Management
California
$142M -$9.29M -6% 61
MAM
6519
McCarthy Asset Management
California
$142M -$19.1M -12% 35
LFA
6520
Legend Financial Advisors
Pennsylvania
$142M -$3.13M -2% 274
WFL
6521
Wealth Forward LLC
North Dakota
$142M -$884K -0.6% 31
BCI
6522
Blue Capital Inc
Nebraska
$142M 112
MC
6523
Muzinich & Co
New York
$142M +$14.9M +12% 64
LWM
6524
Level Wealth Management
North Carolina
$142M 53
BG
6525
BRX Global
New York
$141M -$11.2M -7% 5