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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
5851
GoalFusion Wealth Management
Texas
$248M +$27.2M +12% 10.1% 43.6% 35 22.86%
WJS
5852
William John Sempolinski
Massachusetts
$248M +$48.5M +24% 19.7% 110 19.09%
EF
5853
Elite Financial
Idaho
$248M +$24.5M +11% 12.7% 56 5.36%
NBWM
5854
North Berkeley Wealth Management
California
$247M +$58.2M +31% 17.2% 81 14.81%
MBI
5855
May Barnhard Investments
Maryland
$247M +$41.2M +20% 15.1% 90 8.89%
TSM
5856
Two Star Manager
Florida
$247M -$7.08M -3% 6.65% 12 8.33%
PP
5857
PFS Partners
New Jersey
$247M +$28.8M +13% 18.7% 63.2% 614 6.35%
FU
5858
Fairfield University
Connecticut
$247M +$47.4M +24% 14.3% 61.9% 4 0%
DFS
5859
Dixon Fnancial Services
California
$247M +$24.2M +11% 13.2% 70% 48 8.33%
BSAM
5860
Blue Square Asset Management
New York
$247M +$36.2M +17% 19.1% 104% 78 15.38%
TIG
5861
Tribune Investment Group
New York
$247M -$14.4M -6% 44.4% 51 74.51%
GPA
5862
Garrison Point Advisors
California
$247M +$27.4M +12% 14.8% 81.5% 179 7.82%
TI
5863
TTP Investments
California
$247M +$6.62M +3% 43.6% 197% 47 61.7%
ASBI
5864
American State Bank (Iowa)
Iowa
$247M +$38.3M +18% 31.8% 138% 147 12.93%
ACM
5865
Archon Capital Management
Washington
$246M +$69.1M +39% 50.6% 222% 56 42.86%
UAM
5866
Unison Asset Management
Florida
$246M +$27.5M +13% 11.4% 81.4% 32 0%
ACL
5867
Applied Capital LLC
Florida
$246M +$34.4M +16% 8.99% 71% 96 7.29%
MCA
5868
Midwest Capital Advisors
Michigan
$246M +$32.2M +15% 15.1% 227 19.82%
MMHP
5869
Murphy Middleton Hinkle & Parker
Georgia
$246M +$30.4M +14% 12.7% 61.7% 141 6.38%
NAMNJ
5870
NorthStar Asset Management (New Jersey)
New Jersey
$246M +$38.9M +19% 18% 110 16.36%
SWM
5871
Steinberganna Wealth Management
New York
$246M +$37.8M +18% 22.6% 151 20.53%
TSS
5872
Taylor Securities Services
Pennsylvania
$246M +$31.7M +15% 12.1% 64 15.63%
PP
5873
Postrock Partners
Oregon
$246M +$29.8M +14% 22% 85 11.76%
SFG
5874
Socha Financial Group
New York
$246M +$48.7M +25% 24.5% 81.5% 14 0%
WCM
5875
Warburton Capital Management
Oklahoma
$246M +$40.8M +20% 15.2% 83 27.71%