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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
ASW
4426
Astoria Strategic Wealth
Texas
$187M +$15.2M +9% 9.1% 42.1% 29 3.45%
GAAM
4427
Guinness Atkinson Asset Management
California
$187M +$22.5M +14% 18% 132% 95 15.79%
FPWM
4428
FSB Premier Wealth Management
Iowa
$187M 10.2% 53.9% 100
OAJ
4429
Ogorek Anthony Joseph
New York
$187M +$17M +10% 11% 61.1% 204 16.67%
AIP
4430
Ahrens Investment Partners
Louisiana
$187M +$36.5M +24% 12.8% 82.3% 216 34.72%
MP
4431
Marlowe Partners
New York
$187M +$14.5M +8% 31.6% 16.3% 18 38.89%
RZH
4432
Relyea Zuckerberg Hanson
Connecticut
$186M +$31.1M +20% 18.3% 84.4% 121 8.26%
CWM
4433
Cedar Wealth Management
California
$186M +$25.5M +16% 14% 68.1% 246 16.67%
RWG
4434
Ratio Wealth Group
Colorado
$186M 14% 49
AFG
4435
Allegheny Financial Group
Pennsylvania
$186M 14.1% 71.1% 130
EM
4436
Excalibur Management
Massachusetts
$186M +$21.1M +13% 11.1% 81.7% 158 18.99%
SWMG
4437
Sanchez Wealth Management Group
Florida
$186M +$16.8M +10% 11.9% 56.9% 29 17.24%
MI
4438
Merk Investments
California
$186M +$19.6M +12% 4.69% 303% 18 16.67%
PA
4439
Paragon Advisors
Texas
$186M +$35.7M +24% 13.2% 109% 100 32%
YCM
4440
Yaupon Capital Management
New York
$186M +$103M +126% 38.8% 122% 58 67.24%
LIM
4441
Lagoda Investment Management
New York
$186M +$51M +38% 42.7% 250% 36 11.11%
EHWM
4442
Eads & Heald Wealth Management
Georgia
$186M +$18.5M +11% 10.5% 84.4% 136 11.03%
VPI
4443
VELT Partners Investimentos
Brazil
$185M +$44.3M +31% 51% 19.4% 4 25%
PCMK
4444
Paragon Capital Management (Kansas)
Kansas
$185M +$9.89M +6% 9.8% 87.5% 62 16.13%
XSC
4445
X-Square Capital
Puerto Rico
$185M +$46.6M +34% 37.1% 158% 113 23.01%
CNBT
4446
Cornerstone National Bank & Trust
Illinois
$185M +$28.8M +18% 6.74% 33.9% 59 3.39%
HCM
4447
Hillman Capital Management
Maryland
$185M +$43.2M +30% 26.2% 20.2% 47 25.53%
OFG
4448
Omega Financial Group
California
$185M +$20.8M +13% 12% 45.2% 66 16.67%
WAAG
4449
Wealth Alliance Advisory Group
Kansas
$185M +$15.9M +9% 13.8% 66.9% 154 14.94%
MWVC
4450
Morgens Waterfall Vintiadis & Co
New York
$185M +$9.9M +6% 20.9% 594% 35 34.29%