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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
IPGDR
4851
Investidor Profissional Gestao de Recursos
Brazil
$228M -$65.1M -22% 0.87% 48.1% 30 43.33%
SWMG
4852
Signature Wealth Management Group
Georgia
$228M +$8.53M +4% 0.75% 102 2.94%
SRSA
4853
S.R. Schill & Associates
Washington
$228M -$1.58M -0.7% 0.18% 36.7% 94 25.53%
CWM
4854
Cherrydale Wealth Management
New Jersey
$228M +$14.2M +7% 2.8% 72% 72 20.83%
TPW
4855
Tiller Private Wealth
Pennsylvania
$228M +$3.94M +2% 1.73% 53.5% 53 16.98%
FDS
4856
First Dallas Securities
Texas
$228M +$10.4M +5% 7.97% 134% 127 14.96%
ZIG
4857
Zullo Investment Group
Pennsylvania
$228M +$14.4M +7% 7.95% 97.2% 159 8.18%
CA
4858
Continental Advisors
Utah
$228M -$19.8M -8% 3.71% 69% 47 12.77%
TDWM
4859
Topel & Distasi Wealth Management
California
$228M +$1.46M +0.6% 0.47% 33.2% 76 1.32%
7CM
4860
7G Capital Management
New York
$228M +$37.8M +20% 17.7% 128% 8 12.5%
SMC
4861
Spider Management Company
Virginia
$227M -$44.1M -16% 0.07% 4 0%
EP
4862
Essential Planning
New Hampshire
$227M +$27.6M +14% 1.68% 32.7% 76 21.05%
FFA
4863
Fi3 Financial Advisors
Indiana
$227M +$9.74M +4% 2.12% 66% 91 9.89%
EW
4864
Enzi Wealth
Texas
$227M +$14.2M +7% 0.3% 72.1% 67 19.4%
SWM
4865
Selective Wealth Management
Virginia
$227M -$3.09M -1% 0.31% 62.6% 107 8.41%
ECML
4866
Eagle Capital Management (Louisiana)
Louisiana
$227M +$4.76M +2% 4.38% 93.6% 41 7.32%
DC
4867
Dorval Corp
Minnesota
$227M +$10.8M +5% 0.27% 27 0%
FWM
4868
Foguth Wealth Management
Michigan
$227M +$40.2M +22% 1.94% 162 39.51%
OWIM
4869
Old West Investment Management
California
$227M +$29M +15% 8.54% 235% 63 23.81%
MW
4870
Marks Wealth
Maryland
$227M -$38M -14% 4.71% 169% 24 70.83%
SST
4871
S Squared Technology
New York
$227M +$8.8M +4% 4.46% 138% 36 5.56%
RWA
4872
Rooted Wealth Advisors
Illinois
$227M +$23.6M +12% 1.7% 50.8% 88 9.09%
MFG
4873
Monte Financial Group
Connecticut
$226M -$1.76M -0.8% 0.31% 55% 86 8.14%
CG
4874
Clarus Group
Texas
$226M +$83.6M +59% 3.52% 65.5% 125 22.4%
PWM
4875
Purus Wealth Management
California
$226M +$23.9M +12% 10.3% 156% 118 5.93%