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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
FWA
2726
FSM Wealth Advisors
Ohio
$778M +$47.2M +6% 0.38% 62.8% 331 11.78%
TAM
2727
TCP Asset Management
Ohio
$778M +$184M +31% 0.77% 58.4% 143 29.37%
AC
2728
AXQ Capital
New Jersey
$777M +$334M +75% 2.08% 35.5% 1,320 73.11%
NA
2729
Nottingham Advisors
New York
$777M +$59.3M +8% 0.33% 44.3% 120 16.67%
FPF
2730
First Pacific Financial
Washington
$777M +$10.7M +1% 0.11% 48.5% 681 31.13%
BWA
2731
BlueSky Wealth Advisors
North Carolina
$777M +$18.2M +2% 0.44% 42.9% 118 36.44%
PC
2732
Permanens Capital
New York
$776M +$9.49M +1% 1.62% 74.7% 99 30.3%
TCM
2733
Twin Capital Management
Pennsylvania
$776M -$30M -4% 0.95% 132% 298 24.5%
BPIM
2734
Brant Point Investment Management
New York
$776M -$47.2M -6% 6.91% 169% 164 43.29%
CCMINC
2735
Cardinal Capital Management Inc (North Carolina)
North Carolina
$776M +$20.6M +3% 4.98% 77.6% 136 2.21%
WF
2736
WoodTrust Financial
Wisconsin
$775M -$82M -10% 0.45% 71.9% 192 15.63%
PA
2737
Planning Alternatives
Michigan
$775M -$19.2M -2% 2.07% 69.6% 120 25.83%
GC
2738
Gilbert & Cook
Iowa
$774M -$21.3M -3% 1.82% 63.2% 232 9.91%
BWM
2739
Bernicke Wealth Management
Wisconsin
$774M -$4.47M -0.6% 1.1% 106 8.49%
KWM
2740
KFG Wealth Management
Indiana
$774M +$26M +3% 1.68% 50.4% 224 8.48%
SC
2741
Sylebra Capital
California
$774M -$380M -33% 23.4% 12 16.67%
TIM
2742
Thompson Investment Management
Wisconsin
$773M -$24.2M -3% 0.17% 83.5% 540 10.93%
VNA
2743
Valley National Advisers
Pennsylvania
$773M +$51M +7% 0.73% 79% 952 13.55%
PGA
2744
Pilgrim Global Advisors
Nevada
$772M +$233M +43% 56.4% 3 0%
DOA
2745
D'Orazio & Associates
Virginia
$772M -$10.3M -1% 1.99% 61.2% 320 17.19%
CCA
2746
Canyon Capital Advisors
Texas
$772M +$11.3M +1% 1.09% 46.2% 21 47.62%
HVIA
2747
Hudson Valley Investment Advisors
New York
$772M -$132M -15% 1.9% 94.6% 152 6.58%
CANC
2748
Culbertson A N & Co
Virginia
$771M +$42M +6% 1.41% 80.7% 144 18.75%
CWP
2749
Concord Wealth Partners
Virginia
$770M +$756K +0.1% 0.22% 66% 849 76.09%
WI
2750
Wahed Invest
New York
$770M +$11.4M +2% 0.43% 140% 232 11.21%