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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
GJIA
5226
Glass Jacobson Investment Advisors
Maryland
$278M +$1.45M +0.5% 1.86% 58.3% 621 12.08%
MIM
5227
Montgomery Investment Management
Maryland
$278M -$6.26M -2% 0.22% 98.4% 98 3.06%
PFG
5228
Prosperity Financial Group
California
$278M +$4.43M +2% 3.5% 108% 209 23.44%
HIS
5229
Horizon Investment Services
Indiana
$278M +$13M +5% 4.62% 250% 151 19.87%
WQ
5230
Wealth Quarterback
New Jersey
$278M +$19.2M +7% 3.74% 96.7% 164 13.41%
CG
5231
Clarus Group
Texas
$278M -$9.99M -3% 1.58% 65.5% 112 14.29%
TP
5232
Tranquility Partners
Tennessee
$278M -$18.6M -6% 1.81% 67.4% 245 10.61%
WAM
5233
Weinberger Asset Management
California
$277M +$1.21M +0.4% 2.01% 80% 94 8.51%
FWP
5234
Family Wealth Partners
North Carolina
$277M +$10.6M +4% 2.79% 100 27%
EM
5235
Excalibur Management
Massachusetts
$277M +$1.78M +0.6% 3.12% 81.7% 169 6.51%
JPLA
5236
Joseph P. Lucia & Associates
New York
$277M +$12.2M +5% 1.71% 74.3% 176 14.2%
EC
5237
E20 Capital
$277M 78.4% 20
IWM
5238
Iams Wealth Management
Nebraska
$277M +$27.8M +11% 1.82% 51.3% 211 24.17%
SFPG
5239
Stonebridge Financial Planning Group
Florida
$277M +$10.7M +4% 1.86% 67.2% 175 6.29%
SCG
5240
Sonata Capital Group
Washington
$277M +$6.07M +2% 1.32% 57.4% 126 7.94%
SCI
5241
Stableford Capital II
Arizona
$277M +$122K +0% 5.72% 59.3% 159 22.01%
DJC
5242
Daily Journal Corp
California
$277M +$14.4M +5% 6.34% 108% 4 0%
ACM
5243
Allred Capital Management
Texas
$277M -$10.7M -4% 2.19% 73.5% 175 15.43%
FWM
5244
Forza Wealth Management
Florida
$277M +$15.5M +6% 3.84% 65.6% 193 6.22%
HP
5245
Hartree Partners
New York
$276M -$14.3M -5% 5.61% 138% 105 65.71%
BIM
5246
Breakwater Investment Management
Washington
$276M +$5.18M +2% 1.55% 621 34.62%
MC
5247
Merck & Co
New Jersey
$276M +$48.2M +21% 25.9% 13 7.69%
ALC
5248
Alexander Labrunerie & Co
Missouri
$276M +$5.65M +2% 2.99% 123 7.32%
CWA
5249
Centerline Wealth Advisors
Kentucky
$276M +$46.5M +20% 1.55% 62 29.03%
WFS
5250
Walker Financial Services
Kentucky
$276M +$18.9M +7% 0.26% 18.9% 43 6.98%