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
FFP
6576
Forbes Financial Planning
Rhode Island
$148M +$13M +10% 37
EFG
6577
Erickson Financial Group
Pennsylvania
$148M +$14M +10% 27
RFN
6578
Redwood Financial Network
Ohio
$148M +$16.7M +13% 174
JHC
6579
J. Hagan Capital
Kentucky
$148M +$25M +20% 86
IJWM
6580
Inman Jager Wealth Management
Mississippi
$148M +$14.4M +11% 84
DIS
6581
Diversified Investment Strategies
Louisiana
$148M +$647K +0.4% 55
LWM
6582
LeConte Wealth Management
Tennessee
$148M -$9.15M -6% 105
PS
6583
Pinney & Scofield
Massachusetts
$148M +$9.6M +7% 222
MSWA
6584
Marshall & Sterling Wealth Advisors
New York
$148M +$588K +0.4% 693
CCA
6585
Coign Capital Advisors
Utah
$148M +$17.7M +14% 79
AWIRL
6586
Al Warda Investments RSC Ltd
$148M 1
WWWM
6587
White Wing Wealth Management
Texas
$148M +$19.2M +15% 32
NCG
6588
Newport Capital Group
New Jersey
$148M +$8.6M +6% 66
FI
6589
Finivi Inc
Massachusetts
$148M +$23.3M +19% 103
TFP
6590
Traction Financial Partners
Wyoming
$148M +$19.4M +15% 85
RCWVOTCITCONY
6591
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$147M -$72.4M -33% 2
LWP
6592
LeClair Wealth Partners
Ohio
$147M +$8.53M +6% 104
CPL
6593
Capital & Planning LLC
Georgia
$147M +$12.6M +9% 36
MAM
6594
McCarthy Asset Management
California
$147M +$9.17M +7% 27
BFM
6595
Broadview Financial Management
Wisconsin
$147M +$13.2M +10% 41
SRB
6596
Shotwell Rutter Baer
Michigan
$147M +$33.8M +30% 37
BAS
6597
Brueske Advisory Services
Washington
$147M +$41.5M +39% 65
PIP
6598
PB Investment Partners
California
$147M +$20.8M +16% 9
WMWM
6599
Wilkins Miller Wealth Management
Alabama
$147M +$14M +10% 92
SWM
6600
Shepherd Wealth Management
Ohio
$147M +$49.7M +51% 54