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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
GWM
5676
GoalFusion Wealth Management
Texas
$127M +$3.23M +3% 4.14% 43.6% 24 20.83%
TCMX
5677
Technology Crossover Management XI
California
$127M 69.2% 177% 1
WDC
5678
Woodward Diversified Capital
California
$127M +$3.03M +2% 4.01% 84.1% 149 13.42%
PF
5679
Parker Financial
Washington
$127M +$9.69M +8% 5.54% 37.1% 45 26.67%
RFA
5680
Register Financial Advisors
Georgia
$127M -$29.5M -19% 6.08% 126% 867 45.1%
BCM
5681
Beryl Capital Management
California
$127M -$121M -49% 9.57% 5,124% 34 82.35%
MWM
5682
Meritas Wealth Management
California
$127M +$6.07M +5% 5.61% 63% 45 13.33%
PSIWM
5683
Paradigm Strategies in Wealth Management
Minnesota
$127M +$14.7M +13% 4.57% 37.9% 43 13.95%
NLP
5684
Next Level Private
New York
$127M -$8.85M -7% 5.97% 92.4% 102 42.16%
GL
5685
GHE LLC
Tennessee
$127M +$20.5M +19% 27.3% 212% 55 0%
PFMU
5686
Privium Fund Management (UK)
United Kingdom
$127M -$4.82M -4% 9.88% 27.7% 76 43.42%
PFG
5687
Piershale Financial Group
Illinois
$127M +$6.25M +5% 1.06% 82% 314 10.19%
KC
5688
Kades & Cheifetz
Pennsylvania
$127M +$7.21M +6% 4.41% 78 7.69%
EMCIP
5689
Ewing Morris & Co Investment Partners
Ontario, Canada
$127M +$43.9M +53% 1.01% 51.6% 31 64.52%
SCM
5690
Sebold Capital Management
Illinois
$127M +$4.99M +4% 4.25% 72 8.33%
PWM
5691
Purus Wealth Management
California
$127M +$16.5M +15% 16.3% 156% 114 7.89%
GCM
5692
Granby Capital Management
Florida
$127M -$8.35M -6% 3.28% 40.9% 29 41.38%
EAM
5693
Eschler Asset Management
United Kingdom
$127M +$73.8M +140% 15% 205% 82 54.88%
CIA
5694
Cohen Investment Advisors
New Hampshire
$126M +$6.46M +5% 7.52% 76.2% 78 2.56%
BWM
5695
Birchcreek Wealth Management
Ohio
$126M +$14M +12% 6.35% 54.9% 144 25.69%
PWM
5696
Prosperity Wealth Management
California
$126M +$20.2M +19% 19.3% 175% 172 44.19%
MTWM
5697
Masso Torrence Wealth Management
New Jersey
$126M +$788K +0.6% 11.6% 130% 99 17.17%
HWP
5698
Heritage Wealth Partners
Ohio
$126M +$17.3M +16% 0.27% 59 50.85%
CIA
5699
Cascade Investment Advisors
Oregon
$126M +$6.13M +5% 6.73% 71.4% 240 56.67%
AFT
5700
Alpha Family Trust
California
$126M +$15.5M +14% 16.4% 142% 135 22.96%