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
CCG
6526
Catalina Capital Group
California
$148M -$1.69M -1% 205
TMWM
6527
Taylor & Morgan Wealth Management
Michigan
$148M +$15.5M +12% 73
MCWA
6528
Meadow Creek Wealth Advisors
Georgia
$148M +$14.1M +11% 147
RHAM
6529
Round Hill Asset Management
California
$148M +$9.03M +6% 64
4WM
6530
4J Wealth Management
Virginia
$148M +$21.2M +17% 96
FFP
6531
Forbes Financial Planning
Rhode Island
$148M +$13M +10% 37
EFG
6532
Erickson Financial Group
Pennsylvania
$148M +$14M +10% 27
RFN
6533
Redwood Financial Network
Ohio
$148M +$16.7M +13% 174
JHC
6534
J. Hagan Capital
Kentucky
$148M +$25M +20% 86
IJWM
6535
Inman Jager Wealth Management
Mississippi
$148M +$14.4M +11% 84
DIS
6536
Diversified Investment Strategies
Louisiana
$148M +$647K +0.4% 55
LWM
6537
LeConte Wealth Management
Tennessee
$148M -$9.15M -6% 105
PS
6538
Pinney & Scofield
Massachusetts
$148M +$9.6M +7% 222
MSWA
6539
Marshall & Sterling Wealth Advisors
New York
$148M +$588K +0.4% 693
CCA
6540
Coign Capital Advisors
Utah
$148M +$17.7M +14% 79
AWIRL
6541
Al Warda Investments RSC Ltd
$148M 1
WWWM
6542
White Wing Wealth Management
Texas
$148M +$19.2M +15% 32
NCG
6543
Newport Capital Group
New Jersey
$148M +$8.6M +6% 66
TFP
6544
Traction Financial Partners
Wyoming
$148M +$19.4M +15% 85
RCWVOTCITCONY
6545
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$147M -$72.4M -33% 2
LWP
6546
LeClair Wealth Partners
Ohio
$147M +$8.53M +6% 104
CPL
6547
Capital & Planning LLC
Georgia
$147M +$12.6M +9% 36
MAM
6548
McCarthy Asset Management
California
$147M +$9.17M +7% 27
BFM
6549
Broadview Financial Management
Wisconsin
$147M +$13.2M +10% 41
SRB
6550
Shotwell Rutter Baer
Michigan
$147M +$33.8M +30% 37