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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
IIM
5001
Ironwood Investment Management
Massachusetts
$143M -$6.59M -4% 2.42% 164% 171 6.43%
FWM
5002
FSA Wealth Management
Massachusetts
$143M +$107M +297% 4.99% 54 59.26%
SFPG
5003
Stonebridge Financial Planning Group
Florida
$143M -$4.37M -3% 4.83% 67.2% 123 16.26%
CSB
5004
City State Bank
Iowa
$143M -$524K -0.4% 5.11% 72.5% 721 5.41%
SHG
5005
Sheares Healthcare Group
Singapore
$143M +$77.5M +119% 119% 1 0%
NV
5006
Northpond Ventures
Maryland
$143M +$37.7M +36% 79.1% 67.3% 5 0%
SWM
5007
Soundmark Wealth Management
Washington
$143M +$2.34M +2% 5.86% 17.2% 60 6.67%
HSG
5008
Helen Stephens Group
Texas
$143M +$1.7M +1% 4.55% 49.5% 65 20%
BFA
5009
BMS Financial Advisors
South Dakota
$143M -$10.2M -7% 4.84% 117 33.33%
GA
5010
GoalVest Advisory
New York
$143M -$15.2M -10% 5.92% 86.8% 325 26.77%
SFP
5011
Sterling Financial Planning
New Jersey
$143M +$356K +0.3% 5.81% 55.5% 90 8.89%
MA
5012
Menlo Advisors
California
$143M -$8.26M -5% 3.34% 81.9% 34 20.59%
RSC
5013
Red Spruce Capital
Pennsylvania
$142M -$7.55M -5% 3.56% 93.3% 88 2.27%
CCC
5014
Cincinnati Casualty Company
Ohio
$142M -$10.7M -7% 6.35% 56% 26 0%
WFS
5015
Weitzel Financial Services
Iowa
$142M -$5.79M -4% 4.85% 42.4% 38 18.42%
PSF
5016
Pacific Sun Financial
California
$142M -$9.26M -6% 4.59% 70.3% 181 6.63%
APSI
5017
Asset Planning Services Inc
Louisiana
$142M -$10.3M -7% 6.41% 117% 36 5.56%
TAM
5018
Tabor Asset Management
New York
$142M +$7.5M +6% 13.1% 215% 39 46.15%
TCM
5019
Tieton Capital Management
Washington
$142M -$2.24M -2% 1.35% 172% 33 6.06%
WWP
5020
WR Wealth Planners
Missouri
$142M -$9.7M -6% 5.35% 22.1% 569 15.47%
BC
5021
Birchview Capital
Vermont
$142M +$4.53M +3% 12% 327% 62 6.45%
BFAG
5022
Blackston Financial Advisory Group
Florida
$142M -$11.1M -7% 5.16% 69.1% 103 23.3%
WMA
5023
Wealth Management Associates
New Jersey
$142M -$4.63M -3% 5.7% 111% 188 14.36%
BIMC
5024
Benson Investment Management Company
Virginia
$142M -$18.4M -11% 7.15% 91.6% 64 25%
OCP
5025
OCO Capital Partners
New York
$142M -$6.62M -4% 4.76% 679% 5 40%