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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
TPA
3251
Trivium Point Advisory
Connecticut
$370M +$26.7M +8% 5.84% 106% 197 10.15%
MDCM
3252
Morgan Dempsey Capital Management
Wisconsin
$370M +$9.17M +3% 1.93% 52.1% 164 28.66%
CPRC
3253
Consolidated Portfolio Review Corp
New York
$370M 7.17% 65.4% 280
BA
3254
BCM Advisors
Louisiana
$370M +$7.8M +2% 2.46% 59.3% 64 9.38%
RIP
3255
Rhino Investment Partners
Pennsylvania
$369M +$137M +59% 18.8% 110% 57 61.4%
CIC
3256
Canal Insurance Company
South Carolina
$369M +$3.51M +1% 1.86% 103% 105 15.24%
PPP
3257
Private Portfolio Partners
New Jersey
$369M -$10.3M -3% 6.23% 16.9% 284 19.01%
LTI
3258
Laffer Tengler Investments
Tennessee
$369M +$21.7M +6% 4.59% 96.5% 470 25.74%
DWM
3259
Darwin Wealth Management
Florida
$369M -$17.2M -4% 8.06% 56.8% 183 25.68%
KLWA
3260
Kelly Lawrence W & Associates
California
$369M +$18.1M +5% 8.69% 123% 168 2.98%
LS
3261
Liquid Strategies
Georgia
$368M -$26.5M -7% 5.26% 46.8% 7 0%
EIG
3262
Ellenbecker Investment Group
Wisconsin
$367M +$29M +9% 5.82% 56.3% 92 8.7%
BC
3263
Bruce & Co
Illinois
$367M -$21M -5% 3.62% 94.5% 38 7.89%
SIC
3264
SJS Investment Consulting
Ohio
$367M +$31M +9% 4.98% 63.8% 1,651 7.87%
AW
3265
Avion Wealth
Texas
$367M +$45.3M +14% 2.2% 45.4% 838 37.23%
TCM
3266
Tekne Capital Management
New York
$366M +$69.1M +23% 26% 516% 15 46.67%
LCWP
3267
Legacy Capital Wealth Partners
Arkansas
$366M +$157M +75% 3.81% 69.4% 260 81.92%
IIM
3268
Ipswich Investment Management
Massachusetts
$366M +$16.5M +5% 6.08% 92.8% 191 8.38%
DGM
3269
Darwin Global Management
Jersey
$366M +$205M +128% 91.9% 2,582% 5 40%
Legacy Financial Group (Iowa)
3270
Legacy Financial Group (Iowa)
Iowa
$365M +$31.5M +9% 3.74% 44.3% 49 12.24%
BA
3271
Bellwether Advisors
Nebraska
$365M +$20.7M +6% 6.23% 115% 549 28.96%
WSIB
3272
Washington State Investment Board
Washington
$365M +$128M +54% 57.3% 567% 2 0%
BWM
3273
Brickley Wealth Management
California
$365M +$28.2M +8% 7.2% 62.6% 41 12.2%
TCPWM
3274
Traverso Chambers Private Wealth Management
California
$365M +$16.9M +5% 4.29% 16.4% 115 6.96%
PAM
3275
Paradigm Asset Management
New York
$364M +$7.97M +2% 1.56% 73.8% 544 16.73%