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
7826
Reality Financial Planning Services
Florida
$104M 20
SHFG
7827
S Harris Financial Group
Texas
$104M 96
LIP
7828
Lynch Investment Planning
Pennsylvania
$104M 54
SA
7829
SPWM Advisors
Michigan
$104M 91
AC
7830
Arrow Capital
Australia
$104M -$82.2M -44% 34
SGOM
7831
SIP Global Opportunity Manager
New Hampshire
$104M 1
NS
7832
Northland Securities
Minnesota
$104M 111
SSA
7833
Shepherd Street Advisors
California
$104M 88
EWM
7834
Elevation Wealth Management
Minnesota
$104M 133
GC
7835
Grange Capital
Oregon
$104M +$748K +0.7% 49
ANBOT
7836
American National Bank of Texas
Texas
$104M -$2.12M -2% 65
AFA
7837
Aznar Financial Advisors
New Jersey
$104M 31
OCM
7838
Obion Capital Management
Florida
$104M 15
TCM
7839
Traub Capital Management
Massachusetts
$104M +$2.84M +3% 146
IFO
7840
Intrepid Family Office
Florida
$104M -$6.7M -6% 45
RPG
7841
Risk Paradigm Group
Texas
$104M 52
JE
7842
Jacobs Equity
Utah
$104M 106
TCRG
7843
Twin Cities Retirement Group
Minnesota
$104M 24
APMC
7844
Alta Partners Management Company
Wyoming
$104M +$43.6M +73% 2
EEL
7845
Expect Equity LLC
Maryland
$103M +$1.07M +1% 52
TFA
7846
TrustWell Financial Advisors
Florida
$103M 66
MFG
7847
Mann Financial Group
Minnesota
$103M +$2.15M +2% 33
SHWA
7848
Safe Harbor Wealth Advisors
Ohio
$103M 96
JWM
7849
JHP Wealth Management
Colorado
$103M 33
WPWM
7850
Western Pacific Wealth Management
Illinois
$103M +$805K +0.8% 198