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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)
Anchor Bay Capital
6801
Anchor Bay Capital
California
$185M – – 9.21% – 341 – 0
PVAMC
6802
PPS&V Asset Management Consultants
Michigan
$185M +$21.5M +13% 16.9% 80.7% 43 13.95% 3
WinCap Financial
6803
WinCap Financial
Massachusetts
$185M +$34.9M +23% 22.5% – 98 18.37% 1.1
IFS
6804
Integrated Financial Solutions
Virginia
$185M +$41.1M +29% 46.5% – 39 25.64% 0.7
AAA
6805
American Alpha Advisors
New York
$185M -$3.04M -2% 14.7% – 103 14.56% 1.1
Byrne Asset Management
6806
Byrne Asset Management
New Jersey
$185M +$14.4M +8% 24.3% 126% 638 18.97% 1.7
WPEP
6807
Walnut Private Equity Partners
Nebraska
$185M +$3.69M +2% 0.66% 48% 15 6.67% 4.7
Compass Planning Associates
6808
Compass Planning Associates
Massachusetts
$185M +$28.6M +18% 6.92% – 36 25% 1.1
Farrell Financial
6809
Farrell Financial
New York
$185M +$17.5M +10% 10.3% 57.8% 84 10.71% 1.8
Millstone Evans Group
6810
Millstone Evans Group
Colorado
$185M +$18.2M +11% 14.1% – 916 10.81% 1.2
PWM
6811
Positano Wealth Management
$185M +$49.6M +37% 49.2% – 25 8% 0.4
Silver Grove Financial Group
6812
Silver Grove Financial Group
New York
$185M +$60.4M +49% 16.8% – 2,473 80.27% 0.1
WealthTrust Asset Management
6813
WealthTrust Asset Management
Florida
$185M +$17.2M +10% 14.2% 102% 119 24.37% 1.7
Tru Independence Asset Management 2
6814
Tru Independence Asset Management 2
Oregon
$185M +$22.1M +14% 10.4% – 103 26.21% 2
Hibernia Wealth Partners
6815
Hibernia Wealth Partners
Louisiana
$185M -$154M -45% 7.2% 40.6% 131 44.27% 1.4
Income Research & Management
6816
Income Research & Management
Massachusetts
$184M +$15.9M +9% 0.1% 1.19% 31 19.35% 1.4
Daner Wealth Management
6817
Daner Wealth Management
Georgia
$184M +$14.3M +8% 13.2% – 96 8.33% 1.1
DQRIM
6818
Dale Q Rice Investment Management
Washington
$184M +$52.5M +40% 56.1% – 75 18.67% 1.3
Zynergy Retirement Planning
6819
Zynergy Retirement Planning
New Jersey
$184M +$19.1M +12% 10% – 26 0% 1.9
SLG
6820
Sanchez Levi Garrett
$184M +$24.8M +16% 12.9% – 76 5.26% 0.2
Sun Mountain Capital
6821
Sun Mountain Capital
$184M +$71M +63% 14.8% – 2 50% 0.3
Tacita Capital
6822
Tacita Capital
Ontario, Canada
$184M +$15.3M +9% 10.8% 72.3% 247 17% 3.8
EIM
6823
Ervin Investment Management
Washington
$184M +$13.3M +8% 10.8% 92.9% 50 12% 3.1
Commerce Advisors
6824
Commerce Advisors
Tennessee
$184M +$65.1M +55% 11.3% – 137 18.25% 0.2
Sterling Wealth Advisors
6825
Sterling Wealth Advisors
Florida
$184M +$8.63M +5% 9.8% – 20 0% 1.4