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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)
SGWM
6126
Sterling Group Wealth Management
California
$115M +$9.51M +9% 5.93% 67.7% 52 3.85% 0.5
IFPL
6127
Investments & Financial Planning LLC
Kentucky
$115M +$6.5M +6% 6.15% 63.6% 37 8.11% 1.4
CWM
6128
Comprehensive Wealth Management
Washington
$115M -$5.96M -5% 0.76% 36.9% 39 30.77% 1
HWM
6129
Howard Wealth Management
Connecticut
$115M -$4.63M -4% 6.58% 60.3% 109 7.34% 1.8
AMAL
6130
Asset Management Advisors LLC
Oklahoma
$115M +$10.6M +10% 10.1% 124% 16 0% 4.3
MG
6131
Meditor Group
Bermuda
$115M -$10.4M -8% 0.97% 41.1% 4 0% 7.5
ACM
6132
Arlington Capital Management
Illinois
$115M +$8.76M +8% 0.09% 154% 111 37.84% 0.3
JFG
6133
JDM Financial Group
Texas
$115M +$6.57M +6% 6.55% 56.7% 222 8.11% 0.5
CIA
6134
Cladis Investment Advisory
Montana
$115M +$3.78M +3% 5.96% 131% 146 11.64% 1.2
RCM
6135
Regency Capital Management
Hawaii
$115M +$32.4M +39% 6.97% 92.1% 48 45.83% 0.9
MSCM
6136
Marlin Sams Capital Management
New York
$115M -$2.28M -2% 1.94% 53.1% 1 0% 1.3
GITFIT
6137
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$115M +$17.8M +18% 13.9% 105% 134 5.22% 0.8
WFM
6138
Wolff Financial Management
Michigan
$115M -$172M -60% 1.46% 52.8% 100 65% 3.5
KC
6139
Kenfarb & Co
Kentucky
$115M +$2.82M +3% 5.87% – 216 2.31% 1.3
PCM
6140
Perkins Capital Management
Minnesota
$115M +$8.7M +8% 21.8% 303% 101 7.92% 4.3
NA
6141
NVP Associates
California
$115M +$27.7M +32% 43.4% 953% 10 20% 0.4
ECM
6142
Endurant Capital Management
California
$115M -$80.1M -41% 7.56% 18.4% 65 70.77% 0.8
PWMG
6143
Pinnacle Wealth Management Group
Michigan
$114M -$970K -0.8% 3.18% 64.3% 106 16.04% 1.6
OCM
6144
Objective Capital Management
Ohio
$114M +$4.9M +4% 8.03% – 103 11.65% 1.3
SP
6145
SCF Partners
Texas
$114M -$60.3M -35% 1.93% 2.1% 3 33.33% 5.4
DWMS
6146
Dominguez Wealth Management Solutions
Virginia
$114M +$5.39M +5% 4.43% 59.7% 59 5.08% 0.5
SC
6147
Shearwater Capital
Colorado
$114M +$6.73M +6% 4.31% 74.4% 38 0% 1.3
AIFAIM
6148
American Institute for Advanced Investment Management
Arizona
$114M +$20.6M +22% 6.96% 72.8% 118 16.1% 2.3
NF
6149
Nvest Financial
New Hampshire
$114M +$18.2M +19% 6.61% 92.8% 70 21.43% 1
ONSWM
6150
Old North State Wealth Management
North Carolina
$114M +$7.27M +7% 5.09% 76.7% 74 13.51% 1.1