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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
TW
2876
TrinityPoint Wealth
Connecticut
$252M -$43.8M -15% 14.6% 28.4% 227 22.91%
BAM
2877
Bruderman Asset Management
New York
$252M -$67.8M -21% 9.77% 31.7% 108 38.89%
OWM
2878
Orgel Wealth Management
Wisconsin
$252M -$112M -31% 11% 36.6% 56 37.5%
OSNBOA
2879
Old Second National Bank of Aurora
Illinois
$252M -$80.8M -24% 19.2% 89.5% 372 15.59%
UF
2880
Univest Financial
Pennsylvania
$252M +$15.9M +7% 21.4% 82.6% 142 54.93%
WKWM
2881
Walter & Keenan Wealth Management
Indiana
$252M -$7.95M -3% 13.4% 92% 206 73.3%
AMCA
2882
Arthur M. Cohen & Associates
Illinois
$252M -$73.3M -23% 13.4% 110% 126 15.08%
MC
2883
Minot Capital
Colorado
$252M -$12M -5% 24.6% 19.6% 15 53.33%
FA
2884
Fagan Associates
New York
$252M -$56.5M -18% 14.6% 110% 121 21.49%
FCMC
2885
Founders Capital Management (Connecticut)
Connecticut
$252M -$51.5M -17% 16.7% 88.9% 63 19.05%
WIP
2886
Wellesley Investment Partners
Massachusetts
$252M -$73.7M -23% 11% 22.7% 128 25.78%
IC
2887
Intersect Capital
California
$251M -$47.5M -16% 15% 57.2% 186 19.89%
WA
2888
Waddell & Associates
Tennessee
$251M -$83.9M -25% 20.4% 194% 27 33.33%
TPMI
2889
Tilden Park Management I
New York
$251M -$87.7M -26% 13.9% 29.6% 12 66.67%
WFI
2890
West Family Investments
California
$251M -$162M -39% 36.4% 116% 100 20%
HFA
2891
High Falls Advisors
New York
$251M -$105M -29% 14.6% 56.9% 101 24.75%
TC
2892
TwinBeech Capital
New York
$251M -$94.7M -27% 22.6% 5.7% 546 84.25%
WCP
2893
Welch Capital Partners
New York
$250M -$88.2M -26% 19.1% 79.2% 30 36.67%
RSS
2894
Rosenblum Silverman Sutton
California
$250M -$23.7M -9% 4.85% 90.1% 70 24.29%
RWA
2895
River Wealth Advisors
Pennsylvania
$250M -$45.4M -15% 20.2% 80.3% 174 14.94%
II
2896
Inspire Investing
Idaho
$250M -$28.5M -10% 22.1% 108% 839 62.46%
BC
2897
Brio Consultants
California
$250M -$47M -16% 13.4% 42.7% 78 17.95%
MCG
2898
McCollum Christoferson Group
New York
$250M -$47.1M -16% 12.4% 47.8% 72 15.28%
TPCM
2899
Three Peaks Capital Management
Colorado
$250M -$129M -34% 20.9% 84.5% 104 25%
HFM
2900
Hartford Financial Management
Connecticut
$250M -$69.9M -22% 18.2% 79.6% 374 17.11%