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
CWA
5826
Cascade Wealth Advisors
Washington
$203M +$26.1M +15% 63
BC
5827
Beaconlight Capital
New York
$203M +$31.8M +19% 39
RA
5828
Rockingstone Advisors
Massachusetts
$203M +$12.5M +7% 108
TDWM
5829
Topel & Distasi Wealth Management
California
$203M +$11.9M +6% 62
BICM
5830
Breach Inlet Capital Management
South Carolina
$203M -$1.16M -0.6% 10
FCFC
5831
First Citizens Financial Corp
Iowa
$202M +$20.5M +11% 137
PFA
5832
Plotkin Financial Advisors
Maryland
$202M +$21M +12% 104
5SA
5833
5th Street Advisors
Connecticut
$202M +$603K +0.3% 34
GI
5834
GS Investments
Minnesota
$202M -$23.7M -11% 119
SIAM
5835
Sterling Investment Advisors (Missouri)
Missouri
$202M +$9.83M +5% 40
MWM
5836
Meritas Wealth Management
California
$202M +$20M +11% 59
WMS
5837
Wealth Management Strategies
Pennsylvania
$202M 39
SGWM
5838
Sterling Group Wealth Management
California
$202M +$21.2M +12% 56
LD
5839
Lipe & Dalton
New York
$202M +$16.8M +9% 96
FU
5840
Fairfield University
Connecticut
$202M +$20.7M +11% 3
DCM
5841
Dilation Capital Management
New York
$202M +$14.1M +7% 26
MWM
5842
Massachusetts Wealth Management
Massachusetts
$202M +$24.2M +14% 98
BW
5843
BostonPremier Wealth
Massachusetts
$201M +$21M +12% 74
WAM
5844
Werlinich Asset Management
Connecticut
$201M +$18.1M +10% 63
AWP
5845
Avid Wealth Partners
Texas
$201M +$26.4M +15% 56
CWA
5846
Capital Wealth Alliance
Arizona
$201M +$15.2M +8% 86
BA
5847
Baugh & Associates
Georgia
$201M +$9.25M +5% 43
TFCM
5848
Taylor Frigon Capital Management
Arizona
$201M +$13M +7% 94
PWG
5849
Private Wealth Group
Florida
$201M +$13M +7% 68
EWS
5850
Eagle Wealth Strategies
New Jersey
$201M +$22.2M +12% 111