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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)
MWA Asset Management
6476
MWA Asset Management
Massachusetts
$183M +$3.13M +2% 2.78% 174% 133 14.29% 1.9
Sage Advisory Services
6477
Sage Advisory Services
Texas
$183M -$1M -0.5% 1.96% 37.8% 49 22.45% 3.7
Meriwether Wealth & Planning
6478
Meriwether Wealth & Planning
Louisiana
$183M +$5.25M +3% 0.51% – 135 15.56% 1
Trivant Custom Portfolio Group
6479
Trivant Custom Portfolio Group
California
$182M +$8.76M +5% 2.35% 86.1% 87 20.69% 1.8
Wisconsin Capital Management
6480
Wisconsin Capital Management
Wisconsin
$182M -$15.6M -8% 1.12% 153% 55 16.36% 4.6
RS
6481
R Squared
Hong Kong
$182M -$31.9M -15% 2.25% – 696 57.76% 0.4
NED
6482
Nancy E. Dempze
$182M -$9.9M -5% 3.12% 83.1% 100 10% 4.2
Cosner Financial Group
6483
Cosner Financial Group
Colorado
$182M -$13.9M -7% 1.86% 56.1% 38 13.16% 2.1
Capital Financial Group
6484
Capital Financial Group
Colorado
$182M +$2.76M +2% 2.21% – 108 4.63% 0.2
Oak Wealth Advisors
6485
Oak Wealth Advisors
Illinois
$182M +$7.83M +4% 0.26% – 60 6.67% 1.1
Tilia Fiduciary Partners
6486
Tilia Fiduciary Partners
North Carolina
$182M +$829K +0.5% 1.01% 101% 121 9.92% 3.1
Hager Investment Management Services
6487
Hager Investment Management Services
New Hampshire
$182M -$1.4M -0.8% 1.29% – 343 10.2% 1
LAM Group
6488
LAM Group
Oregon
$182M +$7.22M +4% 0.96% 61.8% 135 45.19% 1.6
Anderson Financial Strategies
6489
Anderson Financial Strategies
Ohio
$182M +$9.7M +6% 0.13% – 39 23.08% 0.9
EMB
6490
Elefante Mark B
$182M +$18.6M +11% 2.28% – 60 10% 4.7
Cladis Investment Advisory
6491
Cladis Investment Advisory
Montana
$182M -$942K -0.5% 2.31% 131% 166 11.45% 2.7
HFG Wealth Management
6492
HFG Wealth Management
Texas
$182M +$329K +0.2% 0.63% 45.9% 53 7.55% 2
Lancaster Investment Management
6493
Lancaster Investment Management
United Kingdom
$182M -$13.2M -7% 10.6% 0.78% 10 30% 1.5
Delta Capital Management
6494
Delta Capital Management
New Jersey
$182M +$3.69M +2% 5.12% 129% 106 8.49% 5.9
SBCM
6495
Silverberg Bernstein Capital Management
New York
$182M +$8.37M +5% 6.28% 133% 68 2.94% 1.8
Successful Portfolios
6496
Successful Portfolios
Florida
$181M -$14.8M -8% 0.98% 110% 200 10% 4.9
WPEP
6497
Walnut Private Equity Partners
Nebraska
$181M +$9.42M +5% 6.11% 48% 14 7.14% 4.8
Hanlon Investment Management
6498
Hanlon Investment Management
New Jersey
$181M +$921K +0.5% 2.37% 80.6% 248 33.47% 1.6
HWMC
6499
Heritage Wealth Management (California)
California
$181M +$23.9M +15% 1.46% 78.5% 99 14.14% 1.7
Wolff Wiese Magana
6500
Wolff Wiese Magana
California
$181M -$1.39M -0.8% 1.08% 149% 1,030 12.82% 2.9