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
SFG
6801
Synergy Financial Group
California
$105M +$9.87M +10% 95
SJGA
6802
Stephen J. Garry & Associates
New York
$105M +$6.43M +7% 41
RF
6803
Rubicon Founders
Tennessee
$105M +$4.79M +5% 1
MCI
6804
MRP Capital Investments
Georgia
$105M -$1.89M -2% 205
CS
6805
Crescent Sterling
Louisiana
$105M +$598K +0.6% 81
CW
6806
Code Waechter
Florida
$105M 100
BAM
6807
BTS Asset Management
Massachusetts
$105M -$2.45M -2% 41
BCM
6808
Bretton Capital Management
California
$105M 20
AF
6809
Amara Financial
California
$105M 42
SCVTA
6810
Santa Clara Valley Transportation Authority
California
$104M 4
DWA
6811
Delta Wealth Advisors
Indiana
$104M +$2.34M +2% 47
PWP
6812
Phillips Wealth Planners
Mississippi
$104M +$9.53M +10% 202
PCMN
6813
Paradigm Capital Management (Nevada)
Nevada
$104M 58
LGG
6814
Luts & Greenleigh Group
Maryland
$104M +$8.01M +8% 87
SPAS
6815
Spectrum Planning & Advisory Services
California
$104M +$394K +0.4% 61
AWA
6816
Authentikos Wealth Advisory
California
$104M +$489K +0.5% 159
OFG
6817
Orcam Financial Group
California
$103M +$10M +11% 49
NCTC
6818
New Covenant Trust Company
Indiana
$103M +$16.2M +19% 91
CI
6819
Centerstone Investors
New York
$103M -$17M -14% 29
SCH
6820
Shengqi Capital (HK)
Hong Kong
$103M 2
CWP
6821
Corepath Wealth Partners
Arizona
$103M +$8.12M +9% 28
MC
6822
Mayar Capital
United Kingdom
$103M -$4.83M -4% 13
ASGS
6823
Alpha Square Group S
New York
$103M +$48.8M +90% 20
WFS
6824
WealthGarden F.S.
California
$103M +$7.85M +8% 125
IW
6825
Instrumental Wealth
Florida
$103M +$5.78M +6% 50