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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
BWA
5401
BCU Wealth Advisors
Illinois
$223M +$30.5M +16% 8.07% 61 26.23%
GFP
5402
Guardian Financial Partners
California
$223M +$13.6M +7% 4.93% 50.2% 57 3.51%
RWMG
5403
Redwood Wealth Management Group
New Jersey
$223M +$26M +13% 9.62% 74.1% 186 19.35%
HCM
5404
HMS Capital Management
Tennessee
$222M +$42.2M +23% 15.2% 130% 111 10.81%
ACM
5405
AIGH Capital Management
Maryland
$222M -$19.2M -8% 39.1% 1,034% 43 23.26%
EA
5406
Ergawealth Advisors
Illinois
$222M +$20.4M +10% 6.98% 38.1% 78 29.49%
MWM
5407
Maltin Wealth Management
New Jersey
$222M +$9.3M +4% 6.51% 51.9% 143 20.28%
BHA
5408
Beech Hill Advisors
New York
$222M -$29.1M -12% 13.6% 79.3% 101 7.92%
BP
5409
Bandera Partners
New York
$222M -$56.1M -20% 5.41% 27.6% 18 22.22%
VA
5410
Vestwell Advisors
New York
$222M 8.9% 30
CWA
5411
Choice Wealth Advisors
Maine
$221M +$29.4M +15% 7.34% 52.3% 32 15.63%
GIM
5412
GE Investment Management
Connecticut
$221M +$21.9M +11% 28.5% 4 0%
TP
5413
TenCore Partners
New York
$221M +$30.9M +16% 24.8% 64.8% 12 0%
WM
5414
Wishbone Management
Illinois
$221M +$54.3M +33% 22.8% 39.1% 5 40%
SICM
5415
Sustainable Insight Capital Management
New York
$221M +$20M +10% 15.4% 106% 83 46.99%
BOCM
5416
Bontempo Ohly Capital Management
Maryland
$221M +$13.5M +6% 5.64% 41.5% 32 6.25%
TWM
5417
TCFG Wealth Management
California
$221M +$21.5M +11% 13.3% 276 19.93%
DMKJ
5418
David M. Knott Jr
$221M +$8.65M +4% 12.8% 144% 93 18.28%
ACM
5419
Ararat Capital Management
Connecticut
$221M +$16.1M +8% 14.2% 56.1% 21 33.33%
EFG
5420
Elios Financial Group
Ohio
$220M +$17.8M +9% 7.71% 123 13.01%
GSB
5421
Greenfield Savings Bank
Massachusetts
$220M +$16.6M +8% 10.5% 97.3% 151 7.95%
G
5422
Gainplan
Michigan
$220M +$66M +43% 15.1% 93.3% 64 42.19%
FPL
5423
Fortress Private Ledger
North Carolina
$220M +$40.9M +23% 21.6% 197 17.26%
QCIG
5424
Quad-Cities Investment Group
Iowa
$220M +$17.4M +9% 7.52% 61% 192 8.85%
EA
5425
Everpar Advisors
Oklahoma
$220M +$31.7M +17% 12.1% 276 12.32%