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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
TVPW
2826
Third View Private Wealth
Connecticut
$730M -$12.6M -2% 5.9% 295 18.31%
AFAS
2827
Acorn Financial Advisory Services
Virginia
$730M +$52.2M +8% 6.85% 96.9% 239 20.08%
CICC
2828
Capital Investment Counsel (Colorado)
Colorado
$730M +$9.89M +1% 0.56% 157 17.2%
EA
2829
Enclave Advisors
Texas
$729M +$23.8M +3% 0.36% 141 14.18%
HGWM
2830
Horst & Graben Wealth Management
Oregon
$729M +$66.2M +10% 1.51% 55.1% 200 13%
MWP
2831
Meridian Wealth Partners
Pennsylvania
$729M +$2.99M +0.4% 1.38% 54.2% 126 16.67%
SCM
2832
SKBA Capital Management
California
$728M +$24.1M +3% 4.97% 53.9% 81 3.7%
SDH
2833
Sloy Dahl & Holst
Washington
$728M -$104M -13% 14.8% 109% 118 7.63%
TCM
2834
Tran Capital Management
California
$728M -$107M -13% 3.3% 149% 81 22.22%
DA
2835
Dillon & Associates
Michigan
$726M -$48M -6% 5.08% 98.2% 79 7.59%
CG
2836
Castellan Group
Kentucky
$726M -$69.5M -9% 1.6% 196% 62 45.16%
TC
2837
Torno Capital
Massachusetts
$725M +$278M +62% 8.61% 102 86.27%
F
2838
FIFTHDELTA
United Kingdom
$725M +$249M +52% 6.31% 16.6% 15 60%
PAS
2839
Professional Advisory Services
Florida
$724M -$47.2M -6% 5.09% 61.8% 82 4.88%
FAN
2840
Financial Advisors Network
California
$724M -$5.3M -0.7% 0.89% 228 24.56%
KFAA
2841
Klaas Financial Asset Advisors
Illinois
$724M +$34.8M +5% 1.11% 36.2% 63 17.46%
TFHU
2842
TLT Family Holdco ULC
$724M -$187M -21% 18.3% 8 0%
AGAM
2843
Avalon Global Asset Management
California
$724M +$105M +17% 2.5% 278% 54 50%
VCM
2844
Vivaldi Capital Management
Illinois
$723M -$11.9M -2% 1.1% 69.2% 303 12.54%
PPW
2845
Pasadena Private Wealth
California
$723M -$12.2M -2% 0.73% 53% 305 19.67%
UW
2846
Unique Wealth
Florida
$723M +$7M +1% 1.86% 63.3% 216 30.09%
AF
2847
Apollon Financial
South Carolina
$723M +$34.3M +5% 2.04% 275 12.73%
ZAM
2848
Zevin Asset Management
Massachusetts
$723M -$22.8M -3% 3.11% 71.7% 101 11.88%
MBTD
2849
Mechanics Bank - Trust Department
California
$722M -$41.4M -5% 1.24% 67.2% 210 8.57%
FIS
2850
FCPM III Services
Netherlands
$722M -$40.7M -5% 0.37% 11 18.18%