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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
MW
5976
Milestone Wealth
New York
$123M -$1.82M -1% 5.94% 245 0%
GCL
5977
Gouws Capital LLC
North Carolina
$123M -$884K -0.7% 3.34% 114% 54 9.26%
RF
5978
Resolute Financial
Massachusetts
$123M -$10.9M -8% 3.45% 122 12.3%
PAG
5979
Paladin Advisory Group
Iowa
$123M -$269K -0.2% 4.89% 71.9% 556 99.64%
MM
5980
MQS Management
New York
$123M +$60.5M +97% 5.55% 6.42% 439 82.92%
TIA
5981
Trust Investment Advisors
Indiana
$123M -$4.06M -3% 1.72% 167% 96 16.67%
AW
5982
Apricus Wealth
South Carolina
$123M +$10.6M +9% 5.83% 78.8% 97 22.68%
EBA
5983
Eagle Bay Advisors
New York
$123M -$34.2M -22% 3.36% 78.4% 1,218 76.52%
OIM
5984
Orca Investment Management
Oregon
$123M +$921K +0.8% 1.41% 122% 62 8.06%
MPW
5985
Melone Private Wealth
Michigan
$123M -$10.3M -8% 6.89% 30.3% 62 6.45%
KA
5986
Keene & Associates
Texas
$123M +$6.83M +6% 4.03% 20.3% 83 4.82%
CGH
5987
CMG Global Holdings
Texas
$123M -$32.8M -21% 1.42% 79.4% 86 6.98%
FWM
5988
Finer Wealth Management
Massachusetts
$122M +$1.99M +2% 1.63% 149% 83 10.84%
GCS
5989
Gordian Capital (Singapore)
Singapore
$122M -$2.98M -2% 7.72% 321% 137 10.22%
SC
5990
Stephens Consulting
Michigan
$122M +$1.5M +1% 3.24% 50.1% 717 26.5%
TMWM
5991
Taylor & Morgan Wealth Management
Michigan
$122M -$1.33M -1% 4.86% 75.5% 72 18.06%
CBCM
5992
Cook & Bynum Capital Management
Alabama
$122M +$1.34M +1% 2.85% 46.8% 5 0%
NCMW
5993
Northern Capital Management (Washington)
Washington
$122M -$3.2M -3% 5.36% 80% 46 13.04%
VA
5994
Verdad Advisers
Massachusetts
$122M -$25.5M -17% 1.45% 49 44.9%
AWG
5995
Altus Wealth Group
Colorado
$122M +$811K +0.7% 1.5% 68.6% 123 13.01%
RFMS
5996
RWQ Financial Management Services
Florida
$122M -$36.8M -23% 6.95% 415% 28 42.86%
IF
5997
Integrity Financial
Wyoming
$122M -$13M -10% 3.52% 66.3% 230 13.91%
PCM
5998
Perkins Capital Management
Minnesota
$122M -$26.1M -18% 11.1% 303% 113 6.19%
BOC
5999
Bull Oak Capital
California
$122M +$11.6M +11% 1% 55.7% 29 48.28%
FPW
6000
Flagship Private Wealth
Massachusetts
$122M -$14.9M -11% 5.31% 62.7% 81 14.81%