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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 Time
Held (Qtrs)
OFM
6776
Omega Fund Management
Massachusetts
$186M +$22.5M +14% 31.5% 106% 11 18.18% 10.1
LBC
6777
Leigh Baldwin & Co
New York
$186M +$31.2M +20% 23.9% – 184 12.5% 4.4
GWCM
6778
Godshalk Welsh Capital Management
Pennsylvania
$186M +$13.1M +8% 9.36% 61.1% 139 8.63% 26.1
NCM
6779
Northland Capital Management
Minnesota
$186M +$2.64M +1% 6.9% 36.1% 32 9.38% 12.7
MWM
6780
Melfa Wealth Management
Massachusetts
$185M +$11.3M +7% 10.1% 42.9% 202 6.44% 10.3
SMP
6781
Santa Monica Partners
Florida
$185M +$6.25M +3% 8.25% 135% 13 0% 25.3
ABC
6782
Anchor Bay Capital
California
$185M – – 9.21% – 341 – 0
PVAMC
6783
PPS&V Asset Management Consultants
Michigan
$185M +$21.5M +13% 16.9% 80.7% 43 13.95% 11.8
WF
6784
WinCap Financial
Massachusetts
$185M +$34.9M +23% 22.5% – 98 18.37% 4.2
IFS
6785
Integrated Financial Solutions
Virginia
$185M +$41.1M +29% 46.5% – 39 25.64% 2.6
AAA
6786
American Alpha Advisors
New York
$185M -$3.04M -2% 14.7% – 103 14.56% 4.2
BAM
6787
Byrne Asset Management
New Jersey
$185M +$14.4M +8% 24.3% 126% 638 18.97% 6.8
WPEP
6788
Walnut Private Equity Partners
Nebraska
$185M +$3.69M +2% 0.66% 60.6% 15 6.67% 18.8
CPA
6789
Compass Planning Associates
Massachusetts
$185M +$28.6M +18% 6.92% – 36 25% 4.5
FF
6790
Farrell Financial
New York
$185M +$17.5M +10% 10.3% – 84 10.71% 7.2
MEG
6791
Millstone Evans Group
Colorado
$185M +$18.2M +11% 14.1% – 916 10.81% 5
PWM
6792
Positano Wealth Management
$185M +$49.6M +37% 49.2% – 25 8% 1.8
SGFG
6793
Silver Grove Financial Group
New York
$185M +$60.4M +49% 16.8% – 2,473 80.27% 0.3
WAM
6794
WealthTrust Asset Management
Florida
$185M +$17.2M +10% 14.2% 97.9% 119 24.37% 6.9
TIAM2
6795
Tru Independence Asset Management 2
Oregon
$185M +$22.1M +14% 10.4% – 103 26.21% 8
HWP
6796
Hibernia Wealth Partners
Louisiana
$185M -$154M -45% 7.2% 34.4% 131 44.27% 5.5
IRM
6797
Income Research & Management
Massachusetts
$184M +$15.9M +9% 0.1% 0.7% 31 19.35% 5.4
DWM
6798
Daner Wealth Management
Georgia
$184M +$14.3M +8% 13.2% – 96 8.33% 4.3
DQRIM
6799
Dale Q Rice Investment Management
Washington
$184M +$52.5M +40% 56.1% – 75 18.67% 5.1
ZRP
6800
Zynergy Retirement Planning
New Jersey
$184M +$19.1M +12% 10% – 26 0% 7.6