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
TMWM
6551
Taylor & Morgan Wealth Management
Michigan
$148M +$15.5M +12% 73
MCWA
6552
Meadow Creek Wealth Advisors
Georgia
$148M +$14.1M +11% 147
RHAM
6553
Round Hill Asset Management
California
$148M +$9.03M +6% 64
4WM
6554
4J Wealth Management
Virginia
$148M +$21.2M +17% 96
FFP
6555
Forbes Financial Planning
Rhode Island
$148M +$13M +10% 37
EFG
6556
Erickson Financial Group
Pennsylvania
$148M +$14M +10% 27
RFN
6557
Redwood Financial Network
Ohio
$148M +$16.7M +13% 174
JHC
6558
J. Hagan Capital
Kentucky
$148M +$25M +20% 86
IJWM
6559
Inman Jager Wealth Management
Mississippi
$148M +$14.4M +11% 84
DIS
6560
Diversified Investment Strategies
Louisiana
$148M +$647K +0.4% 55
LWM
6561
LeConte Wealth Management
Tennessee
$148M -$9.15M -6% 105
PS
6562
Pinney & Scofield
Massachusetts
$148M +$9.6M +7% 222
MSWA
6563
Marshall & Sterling Wealth Advisors
New York
$148M +$588K +0.4% 693
CCA
6564
Coign Capital Advisors
Utah
$148M +$17.7M +14% 79
AWIRL
6565
Al Warda Investments RSC Ltd
$148M 1
WWWM
6566
White Wing Wealth Management
Texas
$148M +$19.2M +15% 32
NCG
6567
Newport Capital Group
New Jersey
$148M +$8.6M +6% 66
FI
6568
Finivi Inc
Massachusetts
$148M +$23.3M +19% 103
TFP
6569
Traction Financial Partners
Wyoming
$148M +$19.4M +15% 85
RCWVOTCITCONY
6570
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$147M -$72.4M -33% 2
LWP
6571
LeClair Wealth Partners
Ohio
$147M +$8.53M +6% 104
CPL
6572
Capital & Planning LLC
Georgia
$147M +$12.6M +9% 36
MAM
6573
McCarthy Asset Management
California
$147M +$9.17M +7% 27
BFM
6574
Broadview Financial Management
Wisconsin
$147M +$13.2M +10% 41
SRB
6575
Shotwell Rutter Baer
Michigan
$147M +$33.8M +30% 37