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
HPBT
7001
Hickory Point Bank & Trust
Illinois
$134M +$9.85M +8% 128
TWA
7002
Trace Wealth Advisors
California
$134M +$11.4M +9% 68
RPGNY
7003
Retirement Planning Group (New York)
New York
$134M +$19.9M +17% 90
PCMU
7004
Paragon Capital Management (Utah)
Utah
$134M +$2.57M +2% 72
AFW
7005
Avantra Family Wealth
Pennsylvania
$134M +$12.6M +10% 177
AI
7006
Axos Invest
Nevada
$134M +$1.05M +0.8% 25
TF
7007
TME Financial
California
$133M +$9.83M +8% 76
USWIA
7008
UP Strategic Wealth Investment Advisors
Pennsylvania
$133M +$5.19M +4% 100
AC
7009
Anson Capital
Georgia
$133M +$9.26M +7% 83
BCCM
7010
Black Cypress Capital Management
Florida
$133M +$11M +9% 32
PA
7011
Persium Advisors
Georgia
$133M +$12.4M +10% 64
RWM
7012
Rolek Wealth Management
Pennsylvania
$133M +$17.6M +15% 16
BCG
7013
Barington Capital Group
New York
$133M +$25.7M +24% 13
MIM
7014
Macroview Investment Management
Maryland
$133M +$11.2M +9% 100
RWP
7015
Ridgeline Wealth Planning
Ohio
$133M +$11.7M +10% 42
AA
7016
Alpha Advisors
Virginia
$133M +$16.3M +14% 50
NWA
7017
Navis Wealth Advisors
New York
$133M +$14.3M +12% 131
GP
7018
Gallo Partners
New Jersey
$133M -$19.9M -13% 82
VFIA
7019
Virtus Fixed Income Advisers
Connecticut
$133M +$22.9M +21% 28
CF
7020
Collier Financial
Colorado
$133M 131
JCM
7021
J2 Capital Management
Michigan
$133M +$7.44M +6% 133
FFA
7022
Fortune Financial Advisors
Kansas
$133M +$8.6M +7% 99
WCFP
7023
White & Co Financial Planning
Washington
$133M +$7.78M +6% 19
UIA
7024
Ulland Investment Advisors
Minnesota
$133M +$1.85M +1% 244
AFA
7025
Avant Financial Advisors
Texas
$133M +$11.4M +9% 65