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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
SAM
5701
Socorro Asset Management
Texas
$221M -$37.1M -14% 2.11% 38.8% 34 11.76%
WMS
5702
Wealth Management Strategies
Pennsylvania
$221M +$3.88M +2% 2.03% 40 2.5%
GU
5703
Georgetown University
District of Columbia
$221M -$30.3M -12% 5.36% 73.1% 14 35.71%
MWM
5704
Mosley Wealth Management
California
$221M +$2.37M +1% 3.26% 466 66.95%
DRP
5705
Decker Retirement Planning
Utah
$221M +$19.6M +10% 14.2% 318 38.05%
WMRU
5706
William Marsh Rice University
Texas
$221M +$17.2M +8% 2.46% 4.44% 2 0%
GWM
5707
GoalFusion Wealth Management
Texas
$220M +$4.26M +2% 0.86% 43.6% 30 10%
LFPWM
5708
Leicht Financial Planning & Wealth Management
New Jersey
$220M -$3.12M -1% 1.54% 46.3% 15 13.33%
GBI
5709
GP Brinson Investments
Illinois
$220M -$11.8M -5% 1.75% 45.5% 15 6.67%
TFG
5710
Team Financial Group
California
$220M -$117K -0.1% 1.1% 42.4% 282 8.51%
LPP
5711
Long Path Partners
Connecticut
$220M -$72.3M -25% 20.3% 4.33% 10 40%
TLCM
5712
Twin Lakes Capital Management
California
$220M -$5.23M -2% 2.45% 83.8% 227 4.85%
RM
5713
Radcliff Management
New York
$220M -$92.3M -30% 29.6% 93.7% 1 0%
EFMH
5714
E Fund Management (HK)
Hong Kong
$220M -$77.6M -26% 1.42% 163% 506 24.7%
DA
5715
DCM Advisors
New York
$220M -$21.1M -9% 3.55% 90.4% 39 5.13%
WDC
5716
Woodward Diversified Capital
California
$220M +$1.48M +0.7% 1.94% 107% 206 22.82%
TAM
5717
Tealwood Asset Management
Minnesota
$220M -$3.1M -1% 1.54% 121% 128 14.84%
MDCM
5718
Morgan Dempsey Capital Management
Wisconsin
$220M +$14.1M +7% 9.41% 40.8% 158 11.39%
SI
5719
Shaker Investments
Ohio
$220M -$20.6M -9% 2.96% 205% 94 24.47%
HCM
5720
Horrell Capital Management
Arkansas
$219M -$9.96M -4% 4.5% 55.1% 202 8.91%
AWM
5721
Aberdeen Wealth Management
Illinois
$219M +$3.39M +2% 0.02% 56.7% 185 8.11%
TCG
5722
Transcendent Capital Group
Oklahoma
$219M -$1.5M -0.7% 1.13% 129 22.48%
YWM
5723
Yoder Wealth Management
California
$219M -$271K -0.1% 2.26% 58.9% 129 11.63%
FA
5724
Financial Avengers
California
$219M -$24.7M -10% 5.95% 117% 154 7.79%
ICVCFIA
5725
IDG China Venture Capital Fund IV Associates
Hong Kong
$219M -$14.3M -6% 14.1% 89.6% 4 0%