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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
GL
6526
Gerber LLC
Ohio
$127M +$8.01M +7% 1.35% 101 8.91%
TS
6527
Twin Securities
New York
$127M +$26.8M +27% 1.93% 506% 19 63.16%
CPG
6528
Custom Portfolio Group
Colorado
$127M +$5.58M +5% 1.8% 242 4.55%
CRIG
6529
Charter Research & Investment Group
Connecticut
$127M +$816K +0.6% 3.01% 82.3% 84 3.57%
LW
6530
Lauer Wealth
Indiana
$127M +$11.7M +10% 2.51% 75.5% 48 18.75%
SFC
6531
Sprinkle Financial Consultants
Colorado
$127M +$9.75M +8% 1.69% 71 15.49%
TC
6532
Taika Capital
Florida
$127M -$67.4M -35% 7.23% 68.3% 65 60%
HWM
6533
Howard Wealth Management
Connecticut
$127M +$3.82M +3% 3.21% 60.3% 106 14.15%
TNAM
6534
Terra Nova Asset Management
New York
$127M +$1.21M +1% 5.28% 158% 86 6.98%
SCM
6535
Spring Capital Management
Texas
$127M -$6.02M -5% 2.73% 62.6% 34 26.47%
BW
6536
Basepoint Wealth
Iowa
$127M -$6.2M -5% 3.78% 113% 116 5.17%
EFG
6537
Ehrlich Financial Group
California
$127M +$7.9M +7% 1.91% 118 31.36%
DWS
6538
Discipline Wealth Solutions
South Carolina
$127M +$18.7M +17% 0.19% 29 34.48%
SKK
6539
Shepherd Kaplan Krochuk
Massachusetts
$127M +$1.33M +1% 1.4% 38.5% 59 10.17%
SR
6540
Syntax Research
Florida
$126M -$4.53M -3% 1.74% 42.9% 177 5.65%
HWM
6541
Horizons Wealth Management
North Carolina
$126M -$26.2M -17% 0.44% 23% 187 9.09%
SCA
6542
Sippican Capital Advisors
Massachusetts
$126M -$2.23M -2% 0.49% 90.1% 123 15.45%
NCG
6543
Newport Capital Group
New Jersey
$126M 1.24% 50
PEP
6544
Pickering Energy Partners
Texas
$126M +$117M +1,197% 13.9% 26.4% 33 30.3%
MAM
6545
Mainsail Asset Management
Alabama
$126M +$3.4M +3% 3.7% 59 15.25%
PWH
6546
Priebe Wealth Holdings
Minnesota
$126M -$2.1M -2% 2.46% 64 18.75%
WWM
6547
Whalen Wealth Management
Nevada
$126M -$8.82M -7% 3.59% 139 46.76%
FFA
6548
Frazier Financial Advisors
Ohio
$126M +$4.14M +3% 0.52% 1,065 17.28%
SCM
6549
Segra Capital Management
Florida
$126M -$4.84M -4% 8.57% 37.2% 7 57.14%
WWM
6550
Wolff Wiese Magana
California
$126M +$9.78M +8% 5.02% 136% 808 14.11%