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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 Time
Held (Qtrs)
WWMSC
5376
Wagner Wealth Management (South Carolina)
South Carolina
$140M +$12.2M +10% 5.2% 36.9% 736 15.63% 3.5
GCM
5377
Granby Capital Management
Florida
$140M -$1.22M -0.9% 7.25% 50% 53 50.94% 0.8
AA
5378
Alta Advisers
United Kingdom
$139M +$8.65M +7% 3.3% 114% 5 0% 12.2
ASFA
5379
All Season Financial Advisors
Colorado
$139M – – 6.55% 33.8% 122 – 0
IWMWV
5380
Ironwood Wealth Management (West Virginia)
West Virginia
$139M +$12.9M +10% 4.94% 35.2% 42 28.57% 1.3
KC
5381
Kinloch Capital
Virginia
$139M +$9.04M +7% 5.48% 63.4% 68 11.76% 1.8
CCM
5382
Ciovacco Capital Management
Georgia
$139M +$16.1M +13% 7.78% 88.5% 36 41.67% 1.6
CWA
5383
Choice Wealth Advisors
Maine
$139M +$18.1M +15% 6.5% 52.3% 29 31.03% 1.4
EECFX
5384
EnCap Energy Capital Fund XI
Texas
$139M – – 60.3% 21% 1 – 0
CWM
5385
Chicago Wealth Management
Illinois
$139M +$13.2M +11% 5.18% 134% 44 13.64% 2.6
PWM
5386
Purus Wealth Management
California
$139M +$20M +17% 12.7% 156% 91 9.89% 1.7
GPA
5387
Garrison Point Advisors
California
$139M +$10M +8% 7.54% 81.5% 149 5.37% 7.7
LFGH
5388
Lee Financial Group Hawaii
Hawaii
$139M +$16.8M +14% 6.38% 12.9% 39 35.9% 3.9
AWP
5389
Accretive Wealth Partners
New Jersey
$139M +$27.6M +25% 7.09% 57.3% 113 17.7% 1.6
PWA
5390
Phoenix Wealth Advisors
North Carolina
$139M +$10M +8% 8.06% 60.1% 395 14.43% 1.7
SFP
5391
Strategic Financial Planning
Texas
$139M +$4.5M +3% 5.33% 47.5% 32 3.13% 5.5
MCM
5392
Mork Capital Management
California
$139M +$7.23M +6% 5.92% 61.9% 90 3.33% 10.3
DC
5393
Diametric Capital
Massachusetts
$138M +$7.7M +6% 13.6% 175% 205 63.9% 1.7
DA
5394
DSC Advisors
Illinois
$138M -$23M -14% 7.28% 3.18% 91 31.87% 6.2
CM
5395
CM Management
Florida
$138M +$3.81M +3% 2.85% 110% 98 30.61% 1.4
PHM
5396
Prospect Hill Management
New Jersey
$138M +$11.7M +9% 9.85% 85.1% 18 5.56% 1.8
LC
5397
LNZ Capital
New York
$138M +$15M +12% 2.51% 58.8% 27 74.07% 0.5
TCB
5398
Texas Capital Bancshares
Texas
$138M +$13.5M +11% 11.6% 175% 80 15% 6.5
SFS
5399
Solitude Financial Services
Virginia
$138M +$13.8M +11% 6.3% 55.4% 45 17.78% 1.8
HFS
5400
Horizon Financial Services
North Carolina
$138M +$23.8M +21% 4.23% 39.5% 172 52.91% 1.5