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
ZRP
6626
Zynergy Retirement Planning
New Jersey
$162M +$3.41M +2% 28
CFG
6627
Copley Financial Group
California
$162M +$15.5M +11% 134
PTCG
6628
Pring Turner Capital Group
California
$162M -$2.22M -1% 71
BGWM
6629
Bridge Generations Wealth Management
Florida
$162M +$11M +7% 134
MPW
6630
MGO Private Wealth
California
$162M -$5.26M -3% 69
BCG
6631
BayBridge Capital Group
California
$161M +$4.57M +3% 100
CP
6632
Camelot Portfolios
Ohio
$161M -$7.28M -4% 605
FRA
6633
FFG Retirement Advisors
Colorado
$161M +$78.8K +0% 45
PBO
6634
Peoples Bank (Ohio)
Ohio
$161M -$1.55M -0.9% 100
SWR
6635
Spahn Wealth & Retirement
Arizona
$161M -$7.55M -4% 40
MF
6636
Manuka Financial
Virginia
$161M +$272K +0.2% 59
VWA
6637
VERITY Wealth Advisors
United States
$161M +$2.73M +2% 82
PIM
6638
Peregrine Investment Management
Ontario, Canada
$161M -$42.5M -21% 25
BRWM
6639
Blue Rock Wealth Management
North Carolina
$161M +$330K +0.2% 113
OCM
6640
Orleans Capital Management
Louisiana
$161M +$6.25M +4% 126
RWFS
6641
Rayburn West Financial Services
Tennessee
$161M 80
CCM
6642
Cox Capital Management
Massachusetts
$161M +$7.72M +5% 66
7CM
6643
7G Capital Management
New York
$161M +$5.05M +3% 12
MCM
6644
Moon Capital Management
New York
$161M +$24.8M +18% 14
TA
6645
TPG Advisors
Illinois
$161M +$8.65M +6% 113
IPAM
6646
Investment Partners Asset Management
New Jersey
$161M +$8.87M +6% 171
BI
6647
BFI Infinity
Switzerland
$161M 59
NMC
6648
New Mountain Capital
New York
$160M -$14.3M -8% 1
CF
6649
Cyr Financial
Illinois
$160M +$14M +10% 72
SMF
6650
Sterling Manor Financial
New York
$160M +$1.68M +1% 35