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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
IFS
6751
Integrated Financial Solutions
Virginia
$185M +$41.1M +29% 46.5% 39 25.64%
AAA
6752
American Alpha Advisors
New York
$185M -$3.04M -2% 14.7% 103 14.56%
BAM
6753
Byrne Asset Management
New Jersey
$185M +$14.4M +8% 24.3% 116% 638 18.97%
WPEP
6754
Walnut Private Equity Partners
Nebraska
$185M +$3.69M +2% 0.66% 60.6% 15 6.67%
CPA
6755
Compass Planning Associates
Massachusetts
$185M +$28.6M +18% 6.92% 36 25%
FF
6756
Farrell Financial
New York
$185M +$17.5M +10% 10.3% 84 10.71%
MEG
6757
Millstone Evans Group
Colorado
$185M +$18.2M +11% 14.1% 916 10.81%
PWM
6758
Positano Wealth Management
$185M +$49.6M +37% 49.2% 25 8%
SGFG
6759
Silver Grove Financial Group
New York
$185M +$60.4M +49% 16.8% 2,473 80.31%
WAM
6760
WealthTrust Asset Management
Florida
$185M +$17.2M +10% 14.2% 97.9% 119 24.37%
TIAM2
6761
Tru Independence Asset Management 2
Oregon
$185M +$22.1M +14% 10.4% 103 26.21%
HWP
6762
Hibernia Wealth Partners
Louisiana
$185M -$154M -45% 7.2% 34.4% 131 44.27%
IRM
6763
Income Research & Management
Massachusetts
$184M +$15.9M +9% 0.1% 0.7% 31 19.35%
DWM
6764
Daner Wealth Management
Georgia
$184M +$14.3M +8% 13.2% 96 8.33%
DQRIM
6765
Dale Q Rice Investment Management
Washington
$184M +$52.5M +40% 56.1% 75 18.67%
ZRP
6766
Zynergy Retirement Planning
New Jersey
$184M +$19.1M +12% 10% 26 0%
SLG
6767
Sanchez Levi Garrett
$184M +$24.8M +16% 12.9% 76 5.26%
SMC
6768
Sun Mountain Capital
$184M +$71M +63% 14.8% 2 50%
TC
6769
Tacita Capital
Ontario, Canada
$184M +$15.3M +9% 10.8% 72.3% 247 17%
EIM
6770
Ervin Investment Management
Washington
$184M +$13.3M +8% 10.8% 84.3% 50 12%
CA
6771
Commerce Advisors
Tennessee
$184M +$65.1M +55% 11.3% 137 18.25%
SWA
6772
Sterling Wealth Advisors
Florida
$184M +$8.63M +5% 9.8% 20 0%
TC
6773
Triavera Capital
California
$184M +$16.5M +10% 10.8% 17 17.65%
BW
6774
BXM Wealth
Colorado
$184M +$53.9M +41% 22.2% 171 28.07%
LCA
6775
Legend Capital Advisors
New York
$184M +$23.8M +15% 39% 160 61.88%