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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
WE
4901
Wealth Effects
Massachusetts
$267M +$29.2M +12% 18.1% 160% 212 9.91%
HAM
4902
Harmony Asset Management
Arizona
$267M +$28.8M +12% 12.8% 179 15.08%
WCM
4903
Whitefort Capital Management
New York
$267M +$54.2M +26% 4.11% 179% 18 22.22%
VWM
4904
Vigilare Wealth Management
Arizona
$267M +$16.3M +7% 9.39% 56.9% 131 31.3%
BC
4905
Barrett & Company
Rhode Island
$267M +$34.4M +15% 10.3% 74.8% 652 7.06%
GFPC
4906
Global Financial Private Client
Florida
$267M +$4.9M +2% 9.82% 90.4% 1,682 87.46%
S
4907
Siemens
Germany
$267M +$73.9M +38% 38.4% 35.2% 1 0%
AFG
4908
American Financial Group
Ohio
$267M +$32.6M +14% 3.83% 32.3% 63 6.35%
PIA
4909
Powell Investment Advisors
Florida
$267M +$62.9M +31% 11.4% 76.1% 170 16.47%
EW
4910
Elyxium Wealth
California
$267M +$40.8M +18% 12.8% 173 16.76%
EM
4911
Excalibur Management
Massachusetts
$267M +$12.2M +5% 7.46% 68.9% 172 6.98%
CFGA
4912
Cambridge Financial Group (Arizona)
Arizona
$266M +$30.8M +13% 9.03% 140 5%
CWG
4913
Crown Wealth Group
North Carolina
$266M +$73.4M +38% 12.4% 86.2% 130 25.38%
SWM
4914
Sculati Wealth Management
Michigan
$266M +$18.9M +8% 9.67% 72.3% 126 14.29%
CAM
4915
Costello Asset Management
Pennsylvania
$266M +$19.7M +8% 13.3% 65.9% 713 7.85%
MAG
4916
Members Advisory Group
New York
$266M +$26.7M +11% 7.87% 70.6% 36 13.89%
BPWM
4917
BCS Private Wealth Management
New Jersey
$266M 9.74% 166
SC
4918
Stance Capital
Massachusetts
$266M +$131M +97% 8.96% 179 87.15%
MHB
4919
Midwest Heritage Bank
Iowa
$266M +$23M +9% 7.56% 50% 62 11.29%
MHP
4920
Manatuck Hill Partners
Connecticut
$266M +$48.7M +22% 20.2% 424% 142 52.11%
WA
4921
Wealthstar Advisors
Texas
$266M +$47.2M +22% 12.3% 152 19.74%
LCM
4922
Lazari Capital Management
California
$266M +$21M +9% 14.3% 124% 163 9.82%
GIM
4923
Gold Investment Management
Alberta, Canada
$266M +$29M +12% 13.2% 217 6.91%
TB
4924
Terril Brothers
Missouri
$266M -$3.89M -1% 5.41% 94.4% 71 26.76%
RL
4925
Rogco LP
Oklahoma
$266M +$15.8M +6% 7.25% 53.3% 215 9.77%