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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
CWA
5901
Cascade Wealth Advisors
Washington
$203M +$26.1M +15% 3.78% 63 15.87%
MFG
5902
MTM Financial Group
Pennsylvania
$203M +$18.7M +10% 4.21% 36.5% 88 13.64%
BC
5903
Beaconlight Capital
New York
$203M +$27.5M +16% 26.7% 221% 39 51.28%
RA
5904
Rockingstone Advisors
Massachusetts
$203M +$12.5M +7% 6.36% 101% 108 3.7%
TDWM
5905
Topel & Distasi Wealth Management
California
$203M +$11.9M +6% 5.11% 33.2% 62 4.84%
BICM
5906
Breach Inlet Capital Management
South Carolina
$203M -$1.16M -0.6% 3.12% 10 30%
FCFC
5907
First Citizens Financial Corp
Iowa
$202M +$20.5M +11% 7.36% 68.1% 137 10.22%
PFA
5908
Plotkin Financial Advisors
Maryland
$202M +$21M +12% 8.16% 71.1% 104 10.58%
PC
5909
Pelham Capital
United Kingdom
$202M -$12.9M -6% 6.61% 141% 18 44.44%
5SA
5910
5th Street Advisors
Connecticut
$202M +$603K +0.3% 6.03% 39.2% 34 29.41%
GI
5911
GS Investments
Minnesota
$202M -$23.7M -11% 5.7% 77.6% 119 7.56%
SIAM
5912
Sterling Investment Advisors (Missouri)
Missouri
$202M +$9.83M +5% 7.08% 37.8% 40 10%
MWM
5913
Meritas Wealth Management
California
$202M +$20M +11% 7.35% 63% 59 11.86%
WMS
5914
Wealth Management Strategies
Pennsylvania
$202M 5.75% 39
SGWM
5915
Sterling Group Wealth Management
California
$202M +$21.2M +12% 6.55% 54.6% 56 12.5%
LD
5916
Lipe & Dalton
New York
$202M +$16.8M +9% 11.2% 89.6% 96 9.38%
FU
5917
Fairfield University
Connecticut
$202M +$20.7M +11% 7.18% 48% 3 0%
DCM
5918
Dilation Capital Management
New York
$202M +$14.1M +7% 18.9% 26 42.31%
MWM
5919
Massachusetts Wealth Management
Massachusetts
$202M +$24.2M +14% 8.73% 77.9% 98 6.12%
BW
5920
BostonPremier Wealth
Massachusetts
$201M +$21M +12% 8.64% 74 16.22%
WAM
5921
Werlinich Asset Management
Connecticut
$201M +$18.1M +10% 12% 215% 63 7.94%
AWP
5922
Avid Wealth Partners
Texas
$201M +$26.4M +15% 10.2% 56 8.93%
CWA
5923
Capital Wealth Alliance
Arizona
$201M +$15.2M +8% 11.4% 119% 86 25.58%
TS
5924
Twin Securities
New York
$201M +$25M +14% 26.3% 467% 22 72.73%
BA
5925
Baugh & Associates
Georgia
$201M +$9.25M +5% 10.3% 83.8% 43 6.98%