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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 Avg Holding
Period (Yrs)
DB Wealth Management Group
5076
DB Wealth Management Group
California
$147M -$19.2M -12% 13.3% 19% 329 16.72% 1.3
Retirement Planning Company of New England
5077
Retirement Planning Company of New England
Rhode Island
$147M -$30.2M -17% 14.2% 125% 234 10.68% 0.5
IGYL
5078
I.G.Y. Ltd
United Kingdom
$147M -$55.1M -27% 25% 80.5% 3 0% 2.3
Cox Capital Management
5079
Cox Capital Management
Massachusetts
$147M -$12.4M -8% 8.64% 106% 72 8.33% 3.1
WMA
5080
Wealth Management Associates
New Jersey
$147M -$29.7M -17% 11.7% 111% 196 15.31% 2.2
CC
5081
Coann Capital
Connecticut
$146M +$3.12M +2% 4.37% – 24 75% 0.2
Atlas Private Wealth Management
5082
Atlas Private Wealth Management
New York
$146M -$25.7M -15% 10.5% 19.8% 127 12.6% 2.1
Royal Harbor Partners
5083
Royal Harbor Partners
Texas
$146M -$9.7M -6% 10.3% 49.5% 91 41.76% 1.5
Worth Asset Management
5084
Worth Asset Management
Texas
$146M -$7.06M -5% 2.24% 115% 603 16.09% 0.2
Applied Capital
5085
Applied Capital
Arkansas
$146M -$10.3M -7% 12.9% 52.6% 67 29.85% 0.7
Aristides Capital
5086
Aristides Capital
Kentucky
$146M -$17.5M -11% 9.87% 126% 218 40.83% 1
EdgeRock Capital
5087
EdgeRock Capital
Colorado
$146M – – 13.1% 71.3% 52 – 0
MQS Management
5088
MQS Management
New York
$146M +$23.1M +19% 17.1% 6.42% 588 81.63% 0.1
FOCUS Wealth Advisors
5089
FOCUS Wealth Advisors
Texas
$146M -$21.9M -13% 12.5% 68.7% 54 38.89% 1
Oak Management Corp
5090
Oak Management Corp
Connecticut
$146M -$65.8M -31% 14.6% 96.4% 4 0% 0.6
Pinz Capital Management
5091
Pinz Capital Management
New York
$146M -$14.3M -9% 6.02% 199% 271 70.85% 0.2
Highland Financial Advisors
5092
Highland Financial Advisors
New Jersey
$146M – – 14.9% 70% 48 – 0
Cypress Financial Planning
5093
Cypress Financial Planning
New Jersey
$146M – – 11.6% 41.2% 54 – 0
Zimmermann Investment Management & Planning
5094
Zimmermann Investment Management & Planning
Pennsylvania
$146M -$22.7M -13% 16.2% 31.6% 93 20.43% 0.4
First Capital Advisors Group
5095
First Capital Advisors Group
New Jersey
$146M -$6.5M -4% 12.7% – 179 70.95% 0.8
MGM
5096
Miura Global Management
New York
$146M -$162M -53% 14.7% 375% 31 61.29% 1.4
R.W. Roge & Company
5097
R.W. Roge & Company
New York
$146M +$3.1M +2% 10.1% 68.1% 45 24.44% 1.9
Leeward Financial Partners
5098
Leeward Financial Partners
Washington
$146M -$16.2M -10% 13.4% 97.9% 77 24.68% 0.4
Ironwood Wealth Management (West Virginia)
5099
Ironwood Wealth Management (West Virginia)
West Virginia
$146M +$7.06M +5% 9.74% 38.1% 23 13.04% 1.2
Sterling Investment Advisors (Missouri)
5100
Sterling Investment Advisors (Missouri)
Missouri
$146M -$23.3M -14% 12.1% 37.8% 31 25.81% 6