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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
GWM
3601
GSB Wealth Management
Connecticut
$321M +$20.4M +7% 5.28% 61.8% 226 11.06%
PIM
3602
Progressive Investment Management
Oregon
$321M +$36.8M +13% 14.2% 86.3% 43 0%
OIA
3603
Optimum Investment Advisors
Illinois
$321M -$21.1M -6% 7.59% 125% 1,001 15.38%
EA
3604
Emerald Advisors
Washington
$320M +$43.9M +16% 10% 78.4% 100 20%
TFCM
3605
Taylor Frigon Capital Management
Arizona
$320M -$4.17M -1% 7.93% 131% 96 11.46%
DCM
3606
Decatur Capital Management
Georgia
$320M +$30.2M +10% 12% 132% 68 14.71%
HLA
3607
Hamilton Lane Advisors
Pennsylvania
$320M +$12.8M +4% 8.41% 187% 98 55.1%
ONGA
3608
O'Neil Global Advisors
California
$320M +$216M +209% 19.4% 1,500% 132 84.85%
PIFP
3609
Partners in Financial Planning
Virginia
$320M 4.79% 31.6% 92
MDCM
3610
Morgan Dempsey Capital Management
Wisconsin
$319M +$2.62M +0.8% 4.92% 40.8% 113 43.36%
IA
3611
Insight Advisors
Pennsylvania
$319M +$2.92M +0.9% 8.32% 51.7% 353 19.55%
AIM
3612
Atlantic Investment Management
New York
$318M -$4.76M -1% 2.81% 34% 11 27.27%
SAM
3613
Summit Asset Management
Tennessee
$318M +$23.7M +8% 6.78% 43.3% 147 2.72%
WFA
3614
Wellspring Financial Advisors
Ohio
$318M +$111M +53% 6.59% 77.2% 123 45.53%
AFT
3615
Alpha Family Trust
California
$318M +$102M +47% 6.96% 142% 24 29.17%
FFG
3616
Frisch Financial Group
New York
$318M +$20.3M +7% 5.44% 56% 163 14.72%
RP
3617
Rice Partnership
Hawaii
$318M +$35.8M +13% 9.25% 123% 137 24.82%
TCPWM
3618
Traverso Chambers Private Wealth Management
California
$317M +$21M +7% 4.49% 16.4% 107 0%
FSA
3619
Financial Sense Advisors
California
$317M +$20M +7% 5.07% 149% 133 30.08%
FSCM
3620
First Sabrepoint Capital Management
Texas
$317M +$9.21M +3% 7.98% 182% 38 36.84%
GL
3621
Gemsstock Ltd
United Kingdom
$317M +$137M +76% 11.7% 237% 21 57.14%
IVM
3622
InterWest Venture Management
California
$317M -$63.2M -17% 1.04% 57.6% 12 8.33%
CA
3623
CGN Advisors
Kansas
$317M +$38.6M +14% 4.18% 44.2% 210 7.14%
RW
3624
REDW Wealth
New Mexico
$316M +$18.4M +6% 5.69% 44.4% 118 7.63%
MC
3625
Matisse Capital
Oregon
$316M -$30.9M -9% 9.73% 52.1% 171 16.96%