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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)
Donald L. Hagan LLC
5976
Donald L. Hagan LLC
Florida
$204M +$3.43M +2% 4.17% 47.9% 93 12.9% 3.6
Peregrine Investment Management
5977
Peregrine Investment Management
Ontario, Canada
$204M +$47.1M +30% 32% – 26 34.62% 0.6
CE
5978
Cornerstone Enterprises
Wisconsin
$203M +$17.6M +9% 6.95% 85.7% 33 6.06% 1.2
White Mountains Insurance Group
5979
White Mountains Insurance Group
New Hampshire
$203M +$7.68M +4% 3.93% 105% 1 0% 4.8
Cascade Wealth Advisors
5980
Cascade Wealth Advisors
Washington
$203M +$26.1M +15% 3.78% – 63 15.87% 1
MFG
5981
MTM Financial Group
Pennsylvania
$203M +$18.7M +10% 4.21% 36.5% 88 13.64% 2
Beaconlight Capital
5982
Beaconlight Capital
New York
$203M +$27.5M +16% 26.7% 282% 39 51.28% 1.3
Rockingstone Advisors
5983
Rockingstone Advisors
Massachusetts
$203M +$12.5M +7% 6.36% 114% 108 3.7% 2.2
Topel & Distasi Wealth Management
5984
Topel & Distasi Wealth Management
California
$203M +$11.9M +6% 5.11% 40% 62 4.84% 3.2
Breach Inlet Capital Management
5985
Breach Inlet Capital Management
South Carolina
$203M -$1.16M -0.6% 3.12% – 10 30% 1.1
FCFC
5986
First Citizens Financial Corp
Iowa
$202M +$20.5M +11% 7.36% 72.9% 137 10.22% 3.2
Plotkin Financial Advisors
5987
Plotkin Financial Advisors
Maryland
$202M +$21M +12% 8.16% 95.3% 104 10.58% 3.1
Pelham Capital
5988
Pelham Capital
United Kingdom
$202M -$12.9M -6% 6.61% 135% 18 44.44% 1.2
5th Street Advisors
5989
5th Street Advisors
Connecticut
$202M +$603K +0.3% 6.03% 47.5% 34 29.41% 2.2
GS Investments
5990
GS Investments
Minnesota
$202M -$23.7M -11% 5.7% 94.1% 119 7.56% 4.3
Sterling Investment Advisors (Missouri)
5991
Sterling Investment Advisors (Missouri)
Missouri
$202M +$9.8M +5% 7.08% 45.1% 40 10% 6.2
Meritas Wealth Management
5992
Meritas Wealth Management
California
$202M +$20M +11% 7.35% 69.4% 59 11.86% 2
WMS
5993
Wealth Management Strategies
Pennsylvania
$202M +$15.8M +9% 5.75% – 42 14.29% 0.7
Sterling Group Wealth Management
5994
Sterling Group Wealth Management
California
$202M +$21.2M +12% 6.55% 75.9% 56 12.5% 1.2
Lipe & Dalton
5995
Lipe & Dalton
New York
$202M +$16.8M +9% 11.2% 101% 96 9.38% 6.3
Fairfield University
5996
Fairfield University
Connecticut
$202M +$20.7M +11% 7.18% 61.9% 3 0% 8.1
DCM
5997
Dilation Capital Management
New York
$202M +$14.1M +7% 18.9% – 26 42.31% 0.4
TCM
5998
TAM Capital Management
Connecticut
$202M +$74.7M +59% 13.4% 4.15% 11 72.73% 0.2
Massachusetts Wealth Management
5999
Massachusetts Wealth Management
Massachusetts
$202M +$24.2M +14% 8.73% 110% 98 6.12% 2
BostonPremier Wealth
6000
BostonPremier Wealth
Massachusetts
$201M +$21M +12% 8.64% – 74 16.22% 0.6