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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
EIM
5626
Ervin Investment Management
Washington
$108M -$22.9M -18% 18.1% 84.3% 34 2.94%
WCBA
5627
Weaver C. Barksdale & Associates
Tennessee
$107M -$4.89M -4% 10.1% 40.1% 66 12.12%
BFS
5628
Beacon Financial Strategies
North Carolina
$107M -$9.01M -8% 11.9% 50.4% 35 14.29%
LFG
5629
Leverty Financial Group
Wisconsin
$107M -$19.5M -15% 15.4% 51.4% 25 12%
TLA
5630
Tree Line Advisors
Hong Kong
$107M -$61.8M -37% 34.7% 277% 6 0%
BFM
5631
Broadview Financial Management
Wisconsin
$107M -$27.7M -21% 15.2% 41.8% 49 20.41%
FHC
5632
Fort Henry Capital
West Virginia
$107M -$8.73M -8% 10.5% 37% 15 0%
SC
5633
Schubert & Co
Texas
$107M +$15.9M +17% 13.9% 45.4% 1,677 18.07%
CWM
5634
CarsonAllaria Wealth Management
Illinois
$107M -$4.68M -4% 11.7% 41.3% 351 8.55%
CCP
5635
Carmel Capital Partners
California
$107M -$12.7M -11% 15.1% 62.1% 134 25.37%
PS
5636
Planned Solutions
California
$107M -$36.3M -25% 12.8% 60.8% 72 13.89%
GWM
5637
Gitterman Wealth Management
New Jersey
$107M -$17.3M -14% 6.73% 33% 112 48.21%
SPA
5638
Shore Point Advisors
New Jersey
$107M -$8.24M -7% 13.1% 51.4% 44 34.09%
WAM
5639
Werlinich Asset Management
Connecticut
$107M -$24.3M -19% 14.4% 215% 59 11.86%
KA
5640
Keene & Associates
Texas
$107M -$15.7M -13% 9.52% 20.3% 83 6.02%
MF
5641
Montis Financial
Massachusetts
$107M -$21.2M -17% 16.2% 44% 66 7.58%
MAG
5642
Millrace Asset Group
Pennsylvania
$107M -$30.8M -22% 13.4% 113% 81 40.74%
GWM
5643
GoalFusion Wealth Management
Texas
$107M -$9.37M -8% 10.5% 43.6% 22 22.73%
VCM
5644
Viewpoint Capital Management
Washington
$107M -$23.1M -18% 16.9% 105% 121 7.44%
G1
5645
Greylock 15
California
$107M -$167M -61% 51.5% 17.8% 4 0%
4FG
5646
4Thought Financial Group
New York
$107M -$6.17M -5% 11% 31% 105 10.48%
FWM
5647
Fortress Wealth Management
California
$106M -$24.2M -19% 13.1% 52.1% 68 39.71%
MWVC
5648
Morgens Waterfall Vintiadis & Co
New York
$106M -$52.5M -33% 19.4% 484% 39 61.54%
CCM
5649
Crestwood Capital Management
New York
$106M -$59.7M -36% 17.3% 129% 19 31.58%
PFG
5650
Peterson Financial Group
Iowa
$106M -$14.5M -12% 14.4% 32.4% 78 5.13%