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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
FWA
4176
Flagship Wealth Advisors
Massachusetts
$447M +$214M +92% 15.5% 518 38.8%
WEG
4177
World Equity Group
Illinois
$447M +$60.5M +16% 18.2% 99% 431 27.61%
WSC
4178
Wellington Shields & Co
New York
$446M +$54.1M +14% 19.4% 109% 342 9.94%
FI
4179
Fosun International
China
$446M +$47.7M +12% 31.6% 41.3% 81 28.4%
UB
4180
Umpqua Bank
Oregon
$446M +$95.6M +27% 18.6% 167 7.78%
CW
4181
Channel Wealth
California
$446M +$33.1M +8% 11.6% 59.3% 197 16.24%
BLC
4182
Brown, Lisle/Cummings
Rhode Island
$446M +$45.3M +11% 12.6% 72.2% 1,079 7.69%
ML
4183
Maniro Ltd
$446M +$116M +35% 9.53% 30 20%
TCM
4184
Tyro Capital Management
Florida
$446M -$475M -52% 38.9% 30 63.33%
HPCM
4185
Hunter Perkins Capital Management
Illinois
$446M +$19M +4% 7.83% 58% 156 11.54%
MM
4186
Meridian Management
Arkansas
$446M +$43.6M +11% 11.6% 57.8% 92 20.65%
HHMI
4187
Howard Hughes Medical Institute
Maryland
$445M +$29.5M +7% 38.7% 70.9% 31 3.23%
LWPC
4188
Legacy Wealth Partners (Colorado)
Colorado
$445M +$46.3M +12% 10.5% 209 25.36%
SC
4189
Searle & Co
Connecticut
$445M +$47.4M +12% 22.8% 93.8% 209 14.35%
THL
4190
Tillman Hartley LLC
Colorado
$445M +$46.8M +12% 9.32% 46.6% 99 16.16%
LHC
4191
Little House Capital
Massachusetts
$445M +$57.8M +15% 19.8% 108% 116 6.03%
DBIA
4192
Dumont & Blake Investment Advisors
New Jersey
$445M +$45.3M +11% 18.3% 78.3% 214 10.28%
CFS
4193
CGC Financial Services
Oregon
$445M +$98.6M +28% 9.28% 41.1% 347 7.49%
DW
4194
Dodds Wealth
Colorado
$445M +$37.2M +9% 7.58% 56 8.93%
UWM
4195
United Wealth Management
Virginia
$444M +$42.1M +10% 9.74% 24 0%
AWM
4196
Accel Wealth Management
Iowa
$444M +$61M +16% 18.7% 77.4% 317 12.3%
TL
4197
Tradewinds LLC
North Carolina
$444M +$134M +43% 14.3% 269 63.2%
AC
4198
Arjuna Capital
North Carolina
$444M +$51M +13% 25.5% 105% 124 20.97%
WAM
4199
Wakefield Asset Management
Colorado
$444M +$66.8M +18% 20.1% 139% 250 25.6%
T
4200
Tidemark
California
$444M +$50.7M +13% 10.3% 987 13.98%