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
RFPS
7751
Reality Financial Planning Services
Florida
$104M -$786K -0.8% 20
HPWM
7752
High Point Wealth Management
New Jersey
$104M -$2.9M -3% 276
ECP
7753
Elwood Capital Partners
New York
$104M -$13.4M -11% 32
MS
7754
Monetary Solutions
Ohio
$103M +$1.96M +2% 322
RI
7755
Ruggiero Investments
Florida
$103M -$7.34M -7% 88
CS
7756
Crescent Sterling
Louisiana
$103M +$5.79M +6% 83
TFP
7757
Townsend Financial Planning
Kentucky
$103M +$3.4M +3% 29
MWM
7758
MY Wealth Management
Maryland
$103M -$11.4M -10% 38
DI
7759
Dalton Investments
Nevada
$103M -$31.4M -23% 21
SAM
7760
SVRN Asset Management
Texas
$103M -$18.1M -15% 43
ABLA
7761
Alan B. Lancz & Associates
Ohio
$103M -$10.8M -9% 141
GWL
7762
Generations Wealth LLC
Ohio
$103M +$5.26M +5% 30
VCM
7763
Vavra Capital Management
Pennsylvania
$103M +$1.06M +1% 24
1CP
7764
1015 Capital Partners
Pennsylvania
$103M +$1.03M +1% 641
CC
7765
Caspian Capital
New York
$103M -$48.4M -32% 12
FEM
7766
Fulcrum Equity Management
Texas
$103M -$1.76M -2% 152
PCM
7767
Park Capital Management
Wisconsin
$103M -$37M -27% 99
ES
7768
ETF Store
Kansas
$103M +$4.65M +5% 104
PWM
7769
Platt Wealth Management
California
$103M +$1.69M +2% 50
VFM
7770
Vision Financial Markets
Connecticut
$102M +$4.49M +5% 440
CIM
7771
Courant Investment Management
Tennessee
$102M -$8.19M -7% 7
F8IS
7772
Figure 8 Investment Strategies
Idaho
$102M -$9.92M -9% 64
HWA
7773
HighRoad Wealth Advisors
Oregon
$102M -$2.35M -2% 38
VR
7774
Valued Retirements
Texas
$102M +$41.8K +0% 99
PAS
7775
Parsonex Advisory Services
Colorado
$102M -$54.6M -35% 100