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
WMS
5801
Wealth Management Strategies
Pennsylvania
$202M 39
SGWM
5802
Sterling Group Wealth Management
California
$202M +$21.2M +12% 56
FU
5803
Fairfield University
Connecticut
$202M +$20.7M +11% 3
DCM
5804
Dilation Capital Management
New York
$202M +$14.1M +7% 26
MWM
5805
Massachusetts Wealth Management
Massachusetts
$202M +$24.2M +14% 98
BW
5806
BostonPremier Wealth
Massachusetts
$201M +$21M +12% 74
WAM
5807
Werlinich Asset Management
Connecticut
$201M +$18.1M +10% 63
AWP
5808
Avid Wealth Partners
Texas
$201M +$26.4M +15% 56
CWA
5809
Capital Wealth Alliance
Arizona
$201M +$15.2M +8% 86
BA
5810
Baugh & Associates
Georgia
$201M +$9.25M +5% 43
TFCM
5811
Taylor Frigon Capital Management
Arizona
$201M +$13M +7% 94
PWG
5812
Private Wealth Group
Florida
$201M +$13M +7% 68
EWS
5813
Eagle Wealth Strategies
New Jersey
$201M +$22.2M +12% 111
FCM
5814
Floyd Capital Management
Texas
$201M +$61.2M +44% 1
BFF
5815
Byrne Financial Freedom
Massachusetts
$201M +$880K +0.4% 110
CIC
5816
Cornercap Investment Counsel
Georgia
$201M +$8.84M +5% 157
FFL
5817
Financial Freedom LLC
Ohio
$201M +$15.2M +8% 367
FWM
5818
Finer Wealth Management
Massachusetts
$201M +$13.6M +7% 89
EFS
5819
Econ Financial Services
Pennsylvania
$201M +$6.4M +3% 108
MIM
5820
Monashee Investment Management
Massachusetts
$201M +$11M +6% 103
AFTS
5821
American Financial & Tax Strategies
New York
$200M +$6.83M +4% 94
HI
5822
Harrington Investments
California
$200M +$11.3M +6% 85
LHA
5823
Little Harbor Advisors
Massachusetts
$200M +$31.6M +19% 8
AWAP
5824
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$200M +$16.6M +9% 152
IC
5825
Innealta Capital
Texas
$200M +$10.5M +6% 125