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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
SDAM
3851
Shulman DeMeo Asset Management
New York
$435M +$31.1M +8% 8.02% 70.1% 122 4.92%
BIA
3852
Barry Investment Advisors
Massachusetts
$435M +$33M +8% 9.2% 57.9% 115 16.52%
AFGAS
3853
Allegiance Financial Group Advisory Services
Virginia
$435M +$57.1M +15% 6.96% 62.6% 179 23.46%
TLP
3854
Trinity Legacy Partners
Texas
$434M +$22.9M +6% 5.48% 63.3% 99 5.05%
BONH
3855
Bank of New Hampshire
New Hampshire
$434M +$32.1M +8% 8.72% 86.4% 470 3.19%
CFC
3856
Coyle Financial Counsel
Illinois
$434M +$60.3M +16% 6.29% 62.4% 105 20.95%
BCM
3857
Beck Capital Management
Texas
$434M +$33.1M +8% 14% 291% 138 22.46%
MF
3858
Montis Financial
Massachusetts
$434M +$73.8M +21% 6.67% 46% 160 20.63%
SHWM
3859
Smith & Howard Wealth Management
Georgia
$434M +$38.8M +10% 5.19% 40.4% 98 27.55%
PBF
3860
Petix & Botte Financial
California
$433M +$25.8M +6% 5.58% 47.5% 137 5.84%
NTCM
3861
Nut Tree Capital Management
New York
$433M +$93.7M +28% 43.1% 101% 9 11.11%
PEA
3862
Park Edge Advisors
Ohio
$433M +$43.1M +11% 8.56% 53.7% 151 8.61%
DI
3863
DDFG Inc
California
$433M +$35.4M +9% 6.2% 50.9% 87 10.34%
TCA
3864
Taconic Capital Advisors
New York
$433M -$807M -65% 30.8% 273% 82 71.95%
GFG
3865
GR Financial Group
Arizona
$433M +$23.6M +6% 6.59% 66.6% 30 26.67%
MWP
3866
MYCIO Wealth Partners
Pennsylvania
$432M -$544K -0.1% 1.63% 69.3% 48 2.08%
TWG
3867
The Wealth Group
Minnesota
$432M +$39.4M +10% 7.67% 89 14.61%
VAMG
3868
Voisard Asset Management Group
Michigan
$432M +$44.2M +11% 5.34% 96 5.21%
BI
3869
Bulldog Investors
New Jersey
$432M +$36.6M +9% 1.29% 22.5% 237 44.73%
GS
3870
GWN Securities
Florida
$432M -$107M -20% 7.51% 456 27.19%
MCB
3871
Morton Community Bank
Illinois
$432M +$29.7M +7% 5.53% 116 4.31%
CWAG
3872
Compton Wealth Advisory Group
Virginia
$432M +$36.7M +9% 8.13% 67.6% 86 9.3%
BFA
3873
Beacon Financial Advisory
Ohio
$432M +$45M +12% 6.96% 68.1% 388 10.31%
HA
3874
Herold Advisors
New York
$432M -$45.5M -10% 7.85% 79.7% 316 23.1%
BAG
3875
Bridgewealth Advisory Group
California
$431M +$37.4M +9% 4.79% 39.1% 129 5.43%