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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)
Byrne Asset Management
6801
Byrne Asset Management
New Jersey
$185M +$14.4M +8% 24.3% 126% 638 18.97% 1.7
WPEP
6802
Walnut Private Equity Partners
Nebraska
$185M +$3.69M +2% 0.66% 48% 15 6.67% 4.7
Compass Planning Associates
6803
Compass Planning Associates
Massachusetts
$185M +$28.6M +18% 6.92% – 36 25% 1.1
Farrell Financial
6804
Farrell Financial
New York
$185M +$17.5M +10% 10.3% 57.8% 84 10.71% 1.8
Millstone Evans Group
6805
Millstone Evans Group
Colorado
$185M +$18.2M +11% 14.1% – 916 10.81% 1.2
PWM
6806
Positano Wealth Management
$185M +$49.6M +37% 49.2% – 25 8% 0.4
Silver Grove Financial Group
6807
Silver Grove Financial Group
New York
$185M +$60.4M +49% 16.8% – 2,473 80.27% 0.1
WealthTrust Asset Management
6808
WealthTrust Asset Management
Florida
$185M +$17.2M +10% 14.2% 102% 119 24.37% 1.7
Tru Independence Asset Management 2
6809
Tru Independence Asset Management 2
Oregon
$185M +$22.1M +14% 10.4% – 103 26.21% 2
Hibernia Wealth Partners
6810
Hibernia Wealth Partners
Louisiana
$185M -$154M -45% 7.2% 40.6% 131 44.27% 1.4
Income Research & Management
6811
Income Research & Management
Massachusetts
$184M +$15.9M +9% 0.1% 1.19% 31 19.35% 1.4
Daner Wealth Management
6812
Daner Wealth Management
Georgia
$184M +$14.3M +8% 13.2% – 96 8.33% 1.1
DQRIM
6813
Dale Q Rice Investment Management
Washington
$184M +$52.5M +40% 56.1% – 75 18.67% 1.3
Zynergy Retirement Planning
6814
Zynergy Retirement Planning
New Jersey
$184M +$19.1M +12% 10% – 26 0% 1.9
SLG
6815
Sanchez Levi Garrett
$184M +$24.8M +16% 12.9% – 76 5.26% 0.2
Sun Mountain Capital
6816
Sun Mountain Capital
$184M +$71M +63% 14.8% – 2 50% 0.3
Tacita Capital
6817
Tacita Capital
Ontario, Canada
$184M +$15.3M +9% 10.8% 72.3% 247 17% 3.8
EIM
6818
Ervin Investment Management
Washington
$184M +$13.3M +8% 10.8% 92.9% 50 12% 3.1
Commerce Advisors
6819
Commerce Advisors
Tennessee
$184M +$65.1M +55% 11.3% – 137 18.25% 0.2
Sterling Wealth Advisors
6820
Sterling Wealth Advisors
Florida
$184M +$8.63M +5% 9.8% – 20 0% 1.4
Triavera Capital
6821
Triavera Capital
California
$184M +$16.5M +10% 10.8% – 17 17.65% 1.3
BXM Wealth
6822
BXM Wealth
Colorado
$184M +$53.9M +41% 22.2% – 171 28.07% 0.9
LCA
6823
Legend Capital Advisors
New York
$184M +$23.8M +15% 39% – 160 61.88% 0.5
Northern Lights Advisors
6824
Northern Lights Advisors
Washington
$184M +$36.2M +24% 11.6% – 73 23.29% 0.4
Menard Financial Group
6825
Menard Financial Group
Texas
$184M +$40.6M +28% 28.3% 141% 95 29.47% 2.4