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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
MWM
5776
Meritas Wealth Management
California
$127M +$6.07M +5% 5.61% 63% 45 13.33%
PSIWM
5777
Paradigm Strategies in Wealth Management
Minnesota
$127M +$14.7M +13% 4.57% 37.9% 43 13.95%
NLP
5778
Next Level Private
New York
$127M -$8.85M -7% 5.97% 92.4% 102 42.16%
PWMA
5779
Pension & Wealth Management Advisors
Massachusetts
$127M +$10.2M +9% 4.2% 44.7% 339 27.73%
GL
5780
GHE LLC
Tennessee
$127M +$20.5M +19% 27.3% 188% 55 0%
PFMU
5781
Privium Fund Management (UK)
United Kingdom
$127M -$4.82M -4% 9.88% 37.1% 76 43.42%
PFG
5782
Piershale Financial Group
Illinois
$127M +$6.25M +5% 1.06% 82% 314 10.19%
KC
5783
Kades & Cheifetz
Pennsylvania
$127M +$7.21M +6% 4.41% 78 7.69%
EMCIP
5784
Ewing Morris & Co Investment Partners
Ontario, Canada
$127M +$43.9M +53% 1.01% 63.5% 31 64.52%
SCM
5785
Sebold Capital Management
Illinois
$127M +$4.99M +4% 4.25% 72 8.33%
PWM
5786
Purus Wealth Management
California
$127M +$16.5M +15% 16.3% 156% 114 7.89%
GCM
5787
Granby Capital Management
Florida
$127M -$8.35M -6% 3.28% 50% 29 41.38%
EAM
5788
Eschler Asset Management
United Kingdom
$127M +$73.8M +140% 15% 274% 82 54.88%
CIA
5789
Cohen Investment Advisors
New Hampshire
$126M +$6.46M +5% 7.52% 76.2% 78 2.56%
BWM
5790
Birchcreek Wealth Management
Ohio
$126M +$14M +12% 6.35% 80.7% 144 25.69%
PWM
5791
Prosperity Wealth Management
California
$126M +$20.2M +19% 19.3% 175% 172 44.19%
MTWM
5792
Masso Torrence Wealth Management
New Jersey
$126M +$788K +0.6% 11.6% 130% 99 17.17%
HWP
5793
Heritage Wealth Partners
Ohio
$126M +$17.3M +16% 0.27% 59 50.85%
CIA
5794
Cascade Investment Advisors
Oregon
$126M +$6.13M +5% 6.73% 71.4% 240 56.67%
AFT
5795
Alpha Family Trust
California
$126M +$15.5M +14% 16.4% 198% 135 22.96%
V
5796
ViaWealth
Kansas
$126M +$4.68M +4% 6.98% 77.2% 163 13.5%
CM
5797
Cohanzick Management
New York
$126M -$220M -64% 2.21% 1.18% 215 62.33%
WAC
5798
William Allan Corp
Colorado
$126M +$7.05M +6% 7.28% 84.7% 51 3.92%
FNBOH
5799
First National Bank of Hutchinson
Kansas
$126M +$7.88M +7% 9.56% 121% 113 13.27%
CWM
5800
Chicago Wealth Management
Illinois
$126M +$9.86M +8% 3.3% 134% 51 37.25%