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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
LW
4851
Libra Wealth
California
$250M +$19.3M +8% 5.66% 58.2% 58 10.34%
FWM
4852
FSA Wealth Management
Massachusetts
$250M 7.06% 561
DA
4853
DCF Advisers
Connecticut
$250M +$56M +29% 5.2% 372% 108 24.07%
PWM
4854
Prosperity Wealth Management
California
$250M +$46.6M +23% 4.53% 175% 233 43.35%
DFG
4855
Dupree Financial Group
Kentucky
$250M +$29.8M +14% 8.97% 74 14.86%
WMR
4856
Wealth Management Resources
Rhode Island
$250M +$16.7M +7% 5.82% 36.5% 34 11.76%
KCM
4857
Kaye Capital Management
California
$249M +$12M +5% 5.08% 41 14.63%
CFS
4858
CGC Financial Services
Oregon
$249M +$19M +8% 6.86% 41.1% 359 4.46%
NOI
4859
Newton One Investments
Delaware
$249M +$17.4M +8% 5.8% 38.7% 116 63.79%
SWMG
4860
Signature Wealth Management Group
Georgia
$249M +$21M +9% 7.95% 105 5.71%
PS
4861
Planned Solutions
California
$249M +$42.5M +21% 6.1% 60.8% 661 83.36%
EAM
4862
Eukles Asset Management
Ohio
$249M +$18M +8% 9.64% 77.2% 241 2.49%
EE
4863
EWG Elevate
California
$249M -$24.7M -9% 5.54% 76% 145 30.34%
MCC
4864
Malaga Cove Capital
California
$249M +$2.39M +1% 4.82% 88.1% 199 22.61%
SGC
4865
Slocum, Gordon & Co
Rhode Island
$249M +$114M +85% 12.2% 55.2% 152 13.82%
EFM
4866
Eley Financial Management
Vermont
$248M +$12.5M +5% 5.76% 69.7% 70 7.14%
TWM
4867
TSA Wealth Management
Texas
$248M +$13.5M +6% 5.23% 68 11.76%
AC
4868
Addison Capital
Pennsylvania
$248M +$17.4M +8% 6.65% 59.7% 147 9.52%
BWL
4869
Beacon Wealthcare LLC
North Carolina
$248M +$18.5M +8% 5.29% 42% 27 29.63%
WCM
4870
Weik Capital Management
Pennsylvania
$248M +$13.9M +6% 8.48% 66.9% 96 6.25%
TCB
4871
Texas Capital Bancshares
Texas
$248M +$3.99M +2% 4.48% 175% 78 7.69%
VWM
4872
Vigilare Wealth Management
Arizona
$247M +$21.1M +9% 5.05% 56.9% 97 13.4%
UC
4873
Unio Capital
New Jersey
$247M +$9.25M +4% 6.03% 97.8% 35 5.71%
NAH
4874
Neumann Advisory (HK)
Hong Kong
$247M +$37.1M +18% 23.7% 88.4% 15 26.67%
BU
4875
Brown University
Rhode Island
$247M -$17.8M -7% 5.56% 37.9% 11 18.18%