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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)
Worldly Partners Management
5826
Worldly Partners Management
Massachusetts
$191M -$19.3M -9% 8.84% 19.2% 3 0% 2
Goodwin Investment Advisory
5827
Goodwin Investment Advisory
Georgia
$191M -$40M -17% 2.68% 60.8% 39 10.26% 1.9
Interactive Financial Advisors
5828
Interactive Financial Advisors
Illinois
$191M -$3.47M -2% 1.43% 47.6% 89 3.37% 6.7
Powers Capital
5829
Powers Capital
California
$191M – – 2.12% – 2 – 0
Tumwater Wealth Management
5830
Tumwater Wealth Management
Idaho
$191M – – 2.27% – 31 – 0
SFG Wealth Management
5831
SFG Wealth Management
Maryland
$191M +$2.11M +1% 1.52% 86.3% 107 23.36% 1.8
Grove Street Fiduciary
5832
Grove Street Fiduciary
New Hampshire
$190M – – 5.11% – 58 – 0
VCM
5833
Viewpoint Capital Management
Washington
$190M +$11.5M +6% 5.51% 127% 142 5.63% 2.5
S.A. Mason
5834
S.A. Mason
Michigan
$190M +$1.78M +0.9% 1.52% 116% 350 9.71% 3.7
Carl P. Sherr & Co
5835
Carl P. Sherr & Co
Massachusetts
$190M +$312K +0.2% 0.91% 78.6% 122 9.84% 3.2
Masso Torrence Wealth Management
5836
Masso Torrence Wealth Management
New Jersey
$190M +$4.95M +3% 7.17% 130% 106 18.87% 1.7
ELCO Management
5837
ELCO Management
New York
$190M +$4.94M +3% 6.8% 98.3% 178 19.1% 3.6
Black Maple Capital Management
5838
Black Maple Capital Management
Wisconsin
$190M +$39.2M +26% 0.33% 35.7% 125 50.4% 0.8
DRD
5839
Dennis R. Delaney
$190M -$3.72M -2% 0.38% 84.3% 47 6.38% 6.3
Cordant Inc
5840
Cordant Inc
Oregon
$190M -$5.5M -3% 3.47% 47% 82 9.76% 3.2
Shared Vision Wealth Group
5841
Shared Vision Wealth Group
United States
$190M +$2.83M +2% 1.29% – 78 11.54% 0.9
SGH
5842
Sivik Global Healthcare
Connecticut
$190M -$46.3M -20% 9% 83.8% 49 51.02% 2
SL
5843
SIB LLC
New York
$190M -$14.5M -7% 0.93% 29.2% 19 0% 8.9
Greenbush Financial Group
5844
Greenbush Financial Group
New York
$190M – – 1.81% – 33 – 0
Financial Freedom LLC
5845
Financial Freedom LLC
Ohio
$190M +$767K +0.4% 0.52% 76.9% 363 2.75% 1.8
Blue Barn Wealth
5846
Blue Barn Wealth
Utah
$190M -$5.14M -3% 0.51% 46.4% 167 18.56% 2
LJCM
5847
Lee Johnson Capital Management
Texas
$190M -$4.96M -3% 5.89% 118% 36 27.78% 1.1
Meridian Financial Partners
5848
Meridian Financial Partners
Virginia
$189M -$8.36M -4% 1.36% 80.8% 108 14.81% 1.7
Plan Group Financial
5849
Plan Group Financial
Oklahoma
$189M -$51.2K -0% 1.13% 63.4% 118 5.93% 1.1
IAM
5850
Infinitum Asset Management
Florida
$189M – – 22% – 18 – 0