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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
GI
5976
GS Investments
Minnesota
$202M -$23.7M -11% 5.7% 94.1% 119 7.56%
SIAM
5977
Sterling Investment Advisors (Missouri)
Missouri
$202M +$9.83M +5% 7.08% 37.8% 40 10%
MWM
5978
Meritas Wealth Management
California
$202M +$20M +11% 7.35% 63% 59 11.86%
WMS
5979
Wealth Management Strategies
Pennsylvania
$202M +$15.8M +9% 5.75% 42 14.29%
SGWM
5980
Sterling Group Wealth Management
California
$202M +$21.2M +12% 6.55% 67.7% 56 12.5%
LD
5981
Lipe & Dalton
New York
$202M +$16.8M +9% 11.2% 89.6% 96 9.38%
FU
5982
Fairfield University
Connecticut
$202M +$20.7M +11% 7.18% 61.9% 3 0%
DCM
5983
Dilation Capital Management
New York
$202M +$14.1M +7% 18.9% 26 42.31%
TCM
5984
TAM Capital Management
Connecticut
$202M +$74.7M +59% 13.4% 4.15% 11 72.73%
MWM
5985
Massachusetts Wealth Management
Massachusetts
$202M +$24.2M +14% 8.73% 106% 98 6.12%
BW
5986
BostonPremier Wealth
Massachusetts
$201M +$21M +12% 8.64% 74 16.22%
WAM
5987
Werlinich Asset Management
Connecticut
$201M +$18.1M +10% 12% 215% 63 7.94%
AWP
5988
Avid Wealth Partners
Texas
$201M +$26.4M +15% 10.2% 56 8.93%
CWA
5989
Capital Wealth Alliance
Arizona
$201M +$15.2M +8% 11.4% 108% 86 25.58%
TS
5990
Twin Securities
New York
$201M +$25M +14% 26.3% 506% 22 72.73%
BA
5991
Baugh & Associates
Georgia
$201M +$9.25M +5% 10.3% 83.8% 43 6.98%
TFCM
5992
Taylor Frigon Capital Management
Arizona
$201M +$13M +7% 9.65% 131% 94 9.57%
PWG
5993
Private Wealth Group
Florida
$201M +$13M +7% 5.78% 48.2% 68 8.82%
EWS
5994
Eagle Wealth Strategies
New Jersey
$201M +$22.2M +12% 6.89% 111 8.11%
FCM
5995
Floyd Capital Management
Texas
$201M +$61.2M +44% 7.82% 1 0%
BFF
5996
Byrne Financial Freedom
Massachusetts
$201M +$880K +0.4% 11.3% 110 20%
CIC
5997
Cornercap Investment Counsel
Georgia
$201M +$8.84M +5% 6.43% 55.4% 157 8.28%
FFL
5998
Financial Freedom LLC
Ohio
$201M +$15.2M +8% 7.58% 72% 367 6.54%
FWM
5999
Finer Wealth Management
Massachusetts
$201M +$13.6M +7% 9.37% 149% 89 6.74%
EFS
6000
Econ Financial Services
Pennsylvania
$201M +$6.4M +3% 2.71% 16.9% 108 52.78%