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)
PWM
7251
PMG Wealth Management
Illinois
$121M +$27M +29% 7.34% – 54 24.07% 0.4
LW
7252
Lauer Wealth
Indiana
$121M -$8.81M -7% 13.6% 89.4% 73 50.68% 0.7
AFW
7253
Avantra Family Wealth
Pennsylvania
$121M +$16.9M +16% 11.5% – 167 32.34% 0.4
GDCM
7254
Galaxy Digital Capital Management
New York
$121M +$32.9M +37% 68.4% – 57 59.65% 0.3
BCM
7255
Boreal Capital Management
Florida
$121M – – 9.67% – 488 – 0
CPA
7256
Cathy Pareto & Associates
Florida
$121M +$7.95M +7% 6.48% – 89 8.99% 0.4
EBA
7257
Eagle Bay Advisors
New York
$121M +$2.99M +3% 9.08% 78.4% 119 10.08% 3.3
HAM
7258
Hickory Asset Management
Ohio
$121M +$8.38M +7% 9.66% – 94 8.51% 0.5
PA
7259
Persium Advisors
Georgia
$121M +$15.3M +15% 9.04% – 65 16.92% 0.4
ACMC
7260
Anchor Capital Management Company
North Carolina
$121M +$20.7M +21% 11.6% – 11 27.27% 0.8
LF
7261
LifePlan Financial
Minnesota
$121M +$6M +5% 5.66% 69.9% 95 12.63% 1.2
GCG
7262
Gilbert Capital Group
Maine
$121M – – 8.78% – 48 – 0
IWB
7263
Innovative Wealth Building
Maryland
$121M +$12.1M +11% 8.64% – 55 16.36% 0.4
DQRIM
7264
Dale Q Rice Investment Management
Washington
$121M -$73M -38% 23.6% – 95 31.58% 0.5
RC
7265
Rexford Capital
Texas
$121M – – 7.49% – 280 – 0
WFS
7266
WealthGarden F.S.
California
$120M +$16.5M +16% 10.8% – 142 17.61% 0.8
EFG
7267
Elm3 Financial Group
Georgia
$120M +$6.48M +6% 16.3% – 117 21.37% 0.4
ABG
7268
Ally Bridge Group
New York
$120M +$9.25M +8% 17.4% 826% 37 59.46% 0.6
MLIM
7269
Mountain Lake Investment Management
Florida
$120M +$13.9M +13% 4.24% 64% 34 32.35% 1.8
HTWM
7270
Hartmann Taylor Wealth Management
Texas
$120M +$8.5M +8% 9.32% – 57 19.3% 0.2
WF
7271
Womack Financial
Texas
$120M +$10.8M +10% 8.38% – 66 3.03% 0.5
PAS
7272
Parsonex Advisory Services
Colorado
$120M – – 17% – 96 – 0
ECP
7273
Epacria Capital Partners
Colorado
$120M -$3.14M -3% 5.78% 89.1% 41 19.51% 2
PSB
7274
Piscataqua Savings Bank
New Hampshire
$120M +$6.61M +6% 8.72% 85.5% 372 10.48% 3.4
RA
7275
RoundAngle Advisors
New Jersey
$120M +$10.9M +10% 11.8% – 58 1.72% 0.5