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
RIA
7101
Richwood Investment Advisors
Ohio
$122M +$4.13M +4% 102
CG
7102
Clifford Group
Massachusetts
$122M +$14.7M +14% 85
PWM
7103
Palacios Wealth Management
Florida
$122M -$13M -10% 77
FG
7104
Fairman Group
Pennsylvania
$122M +$12.5M +11% 269
RWP
7105
Ridgeline Wealth Planning
Ohio
$121M +$19.7M +19% 37
WU
7106
Washington University
Missouri
$121M +$10.5M +10% 4
AFA
7107
Avant Financial Advisors
Texas
$121M +$11.1M +10% 65
ACP
7108
Argyle Capital Partners
California
$121M +$4.71M +4% 150
SIA
7109
Summit Investment Advisors
Maryland
$121M +$8.92M +8% 56
SCM
7110
Shorepath Capital Management
Utah
$121M -$11.2M -8% 24
AWA
7111
AGH Wealth Advisors
Kansas
$121M +$17.7M +17% 134
PWM
7112
PMG Wealth Management
Illinois
$121M +$27M +29% 54
AFW
7113
Avantra Family Wealth
Pennsylvania
$121M +$16.9M +16% 167
BCM
7114
Boreal Capital Management
Florida
$121M 488
CPA
7115
Cathy Pareto & Associates
Florida
$121M +$7.95M +7% 89
EBA
7116
Eagle Bay Advisors
New York
$121M +$2.99M +3% 119
HAM
7117
Hickory Asset Management
Ohio
$121M +$8.38M +7% 94
PA
7118
Persium Advisors
Georgia
$121M +$15.3M +15% 65
ACMC
7119
Anchor Capital Management Company
North Carolina
$121M +$20.7M +21% 11
LF
7120
LifePlan Financial
Minnesota
$121M +$6M +5% 95
GCG
7121
Gilbert Capital Group
Maine
$121M 48
IWB
7122
Innovative Wealth Building
Maryland
$121M +$12.1M +11% 55
DQRIM
7123
Dale Q Rice Investment Management
Washington
$121M -$73M -38% 95
RC
7124
Rexford Capital
Texas
$121M 280
WFS
7125
WealthGarden F.S.
California
$120M +$16.5M +16% 142