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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)
FWM
6851
FMA Wealth Management
Massachusetts
$134M -$3.5M -3% 2.06% 40.8% 43 9.3% 0.8
Stonekeep Investments
6852
Stonekeep Investments
New Mexico
$134M +$4.77M +4% 2.8% – 59 13.56% 0.4
Fire Capital Management
6853
Fire Capital Management
California
$134M – – 4.7% – 90 – 0
Redwood Financial Network
6854
Redwood Financial Network
Ohio
$134M +$6.46M +5% 3.46% 82.2% 165 13.94% 1.9
Forefront Wealth Partners
6855
Forefront Wealth Partners
Texas
$134M – – 0.82% – 91 – 0
Wernau Asset Management
6856
Wernau Asset Management
Massachusetts
$134M – – 5.25% – 50 – 0
BankPlus Wealth Management
6857
BankPlus Wealth Management
Mississippi
$134M – – 0.53% – 104 – 0
AIFAIM
6858
American Institute for Advanced Investment Management
Arizona
$134M -$5.62M -4% 0.81% 79.1% 146 13.7% 3
Oceanside Advisors
6859
Oceanside Advisors
South Carolina
$134M -$47.2K -0% 2.76% 52.4% 51 5.88% 0.9
Summerhill Capital Management
6860
Summerhill Capital Management
Ontario, Canada
$134M -$11.7M -8% 2.3% – 23 26.09% 0.6
Doheny Asset Management
6861
Doheny Asset Management
California
$134M -$12.5M -9% 4.55% 135% 74 20.27% 6
MG
6862
McHugh Group
Ohio
$134M – – 4.57% – 68 – 0
Members Wealth
6863
Members Wealth
Pennsylvania
$134M – – 0.5% – 110 – 0.5
MFFIA
6864
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$134M -$6.23M -4% 3.04% 136% 73 10.96% 1.6
SA
6865
Sage Advisors
Colorado
$134M +$6.92M +5% 1.37% – 28 10.71% 0.8
Valley Brook Capital Group
6866
Valley Brook Capital Group
Pennsylvania
$134M -$5.36M -4% 0.64% 122% 120 8.33% 3.1
Stanich Group
6867
Stanich Group
New York
$134M – – 0.14% – 50 – 0
Householder Group Estate & Retirement Specialist
6868
Householder Group Estate & Retirement Specialist
Arizona
$134M -$210M -61% 2.35% – 1,298 55.16% 1.6
Sagace Wealth Management
6869
Sagace Wealth Management
Florida
$134M +$4.17M +3% 1.82% – 70 27.14% 0.4
Perissos Private Wealth Management
6870
Perissos Private Wealth Management
Oklahoma
$134M +$9.23M +7% 1.58% – 92 14.13% 0.6
Tenzing Global Management
6871
Tenzing Global Management
California
$134M -$6.76M -5% 9.12% 273% 24 41.67% 1.1
Comprehensive Wealth Management
6872
Comprehensive Wealth Management
Washington
$134M -$20.1M -13% 0.77% 40.6% 31 3.23% 1.5
Riverchase Wealth Management
6873
Riverchase Wealth Management
Texas
$134M – – 2.24% – 65 – 0
APW
6874
Aurora Private Wealth
New Jersey
$134M +$6.06M +5% 5.16% – 172 19.19% 2.6
Warburton Capital Management
6875
Warburton Capital Management
Oklahoma
$134M – – 1.64% – 40 – 0