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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
TCM
3326
Twele Capital Management
Minnesota
$561M +$1.29M +0.2% 0.53% 34.9% 39 0%
MP
3327
Moment Partners
California
$561M +$74.5M +15% 1.4% 119 17.65%
OPWM
3328
Oakwell Private Wealth Management
Texas
$560M +$24.5M +5% 0.88% 50.1% 81 3.7%
HA
3329
Harfst & Associates
Wyoming
$560M +$5.58M +1% 2.97% 70.3% 126 15.87%
FCA
3330
FLC Capital Advisors
California
$560M +$18.5M +3% 0.71% 59.3% 231 13.85%
NCA
3331
Newbrook Capital Advisors
New York
$560M -$237M -30% 6.3% 220% 27 66.67%
DIM
3332
Delta Investment Management
California
$559M -$17.5M -3% 1.32% 58.1% 319 26.65%
CFP
3333
Curran Financial Partners
South Carolina
$559M +$32.1M +6% 1.79% 46.1% 139 15.83%
SHIM
3334
Stone House Investment Management
Pennsylvania
$558M -$86.1M -13% 1.34% 40.1% 1,181 37.51%
TCM
3335
Thames Capital Management
New Jersey
$558M -$130M -19% 25% 642% 61 50.82%
QL
3336
Quarry LP
New York
$558M -$81.7M -13% 0.28% 50.4% 2,456 59.57%
AFFA
3337
ALM First Financial Advisors
Texas
$557M +$52.5M +10% 2.16% 43.5% 25 0%
CAM
3338
Cander Asset Management
New York
$557M +$16.7M +3% 11.3% 57 49.12%
MSA
3339
Marino Stram & Associates
Massachusetts
$557M +$3.17M +0.6% 0.43% 63.6% 193 8.29%
NI
3340
Naria Inc
Bahamas
$556M +$174M +45% 45.4% 1 0%
TAWM
3341
Three Arch Wealth Management
California
$556M +$22.4M +4% 2.35% 62 6.45%
TF
3342
TLWM Financial
Texas
$555M +$8.85M +2% 2.65% 48% 72 4.17%
HWM
3343
Heirloom Wealth Management
Colorado
$555M +$122M +28% 1.43% 68.2% 91 57.14%
CCA
3344
Childress Capital Advisors
Texas
$555M -$68.2M -11% 3.49% 101% 451 26.83%
FFA
3345
Founders Financial Alliance
North Carolina
$555M +$25.1M +5% 0.03% 72.5% 753 21.78%
AWA
3346
ARQ Wealth Advisors
Arizona
$555M +$184M +50% 0.66% 53.3% 198 35.35%
SIM
3347
Studio Investment Management
Illinois
$555M +$7.35M +1% 1.44% 41% 187 5.35%
MAP
3348
Moody Aldrich Partners
Massachusetts
$555M +$18.7M +3% 10.6% 336% 214 24.3%
TC
3349
Truvestments Capital
Florida
$554M +$4.17M +0.8% 3.56% 86.7% 1,227 19.89%
B
3350
Bellecapital
Switzerland
$554M -$9.1M -2% 4.63% 128% 151 37.09%