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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)
DWM
5651
Defined Wealth Management
Oregon
$101M – – 13.5% 70.3% 216 – 0
GWA
5652
GGM Wealth Advisors
Maryland
$101M – – 17.8% 25.9% 70 – 0
GWM
5653
Greenhouse Wealth Management
Connecticut
$101M – – 14% 78.8% 133 – 0
AWP
5654
Accretive Wealth Partners
New Jersey
$101M – – 15.7% 57.3% 94 – 0
VBCG
5655
Valley Brook Capital Group
Pennsylvania
$101M – – 12.5% 106% 410 – 0
SSCA
5656
South Shore Capital Advisors
Massachusetts
$101M – – 16.5% – 120 – 0
PHIMC
5657
Private Harbour Investment Management & Counsel
Ohio
$101M +$6.53M +7% 7.9% 82.6% 56 3.57% 4.3
TWA
5658
TPB Wealth Advisors
Texas
$101M – – 10.6% – 27 – 0
RFP
5659
Roth Financial Partners
Texas
$101M – – 16.9% 61% 20 – 0
GWAM
5660
Guardian Wealth Advisors (Minnesota)
Minnesota
$101M – – 12.2% 57.3% 64 – 0
SC
5661
Schiavi & Co
Delaware
$101M – – 13.8% 41.4% 7 – 0
LMAM
5662
Legg Mason Asset Management
Japan
$101M – – 12.8% – 120 – 2.3
UAM
5663
Unison Asset Management
Florida
$101M – – 15.1% 81.4% 29 – 0
APC
5664
Asset Planning Corporation
Tennessee
$101M – – 10.4% 44.5% 68 – 0
IC
5665
Intel Corp
California
$100M -$192M -66% 6.76% 9.79% 5 80% 0.1
CCM
5666
Courage Capital Management
Tennessee
$100M +$10.8M +12% 2,034% 86.5% 39 35.9% 1.1
SAM
5667
Soditic Asset Management
United Kingdom
$100M – – 13.5% 23.4% 20 – 0
CFAM
5668
Center For Asset Management
Florida
$100M – – 7.31% 66.6% 81 – 0
IIM
5669
InTrack Investment Management
Vermont
$100M – – 13.2% 99.2% 88 – 0
MF
5670
Montis Financial
Massachusetts
$100M – – 14.7% 46% 67 – 0
AC
5671
AWH Capital
Texas
$100M +$29.1M +41% 56% 183% 51 49.02% 0.9
FHC
5672
Fort Henry Capital
West Virginia
$100M – – 9.18% 37% 11 – 0
SWMP
5673
Signature Wealth Management Partners
New Jersey
$100M – – 12.2% 80.4% 93 – 0
BCM
5674
Beaumont Capital Management
Massachusetts
$100M – – 10.7% 45.4% 32 – 0
TC
5675
Tsai Capital
New York
$99.8M – – 24.8% 29.2% 17 – 0