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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
TF
3476
TLWM Financial
Texas
$347M +$32.4M +10% 5.14% 48% 69 7.25%
KMWM
3477
Keudell/Morrison Wealth Management
Oregon
$347M +$7.47M +2% 2.42% 190 5.79%
PTB
3478
Pioneer Trust Bank
Oregon
$347M +$6.94M +2% 6.9% 61.4% 81 14.81%
SCM
3479
Stordahl Capital Management
Colorado
$347M +$18.4M +6% 4.37% 50.1% 58 12.07%
DSCM
3480
Divisadero Street Capital Management
Florida
$346M +$118M +51% 39.5% 718% 67 68.66%
AC
3481
Annandale Capital
Texas
$346M +$29.5M +9% 4.88% 57.2% 151 19.87%
CCP
3482
Clifford Capital Partners
Utah
$346M +$20.9M +6% 0.77% 77.3% 59 25.42%
3LCM
3483
3D/L Capital Management
Connecticut
$346M -$31.4M -8% 2.95% 13.9% 115 20%
MMPW
3484
Mitchell McLeod Pugh & Williams
Alabama
$346M +$24M +7% 7.72% 90.7% 267 10.11%
OSNBOA
3485
Old Second National Bank of Aurora
Illinois
$346M +$2.7M +0.8% 7.36% 89.5% 374 3.21%
QPWM
3486
Quadrant Private Wealth Management
Pennsylvania
$345M +$24.7M +8% 9.22% 87.9% 257 8.17%
AIA
3487
Allied Investment Advisors
Montana
$345M +$22.4M +7% 4.09% 60.6% 63 14.29%
LGA
3488
Lebenthal Global Advisors
New York
$345M +$18.2M +6% 1.76% 50.8% 127 22.05%
LBA
3489
Lowell Blake & Associates
Massachusetts
$345M +$24M +7% 12% 44.2% 62 8.06%
TCWA
3490
Ten Capital Wealth Advisors
Washington
$345M +$37.1M +12% 3.75% 25% 581 68.67%
NNPTE
3491
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$345M +$61.5M +22% 7.67% 1,119% 28 14.29%
HIM
3492
Hanlon Investment Management
New Jersey
$344M +$8.7M +3% 1.47% 80.6% 145 26.21%
TAM
3493
Tucker Asset Management
Colorado
$344M +$9.54M +3% 5.07% 64.2% 1,339 22.55%
LHC
3494
Lodge Hill Capital
New York
$344M +$80.6M +31% 9.77% 17.9% 29 27.59%
LWM
3495
LJI Wealth Management
Indiana
$344M +$27.1M +9% 6.61% 61.5% 189 21.16%
RPWA
3496
Regent Peak Wealth Advisors
Georgia
$343M +$20.2M +6% 7.91% 169 13.02%
CTWM
3497
Cherry Tree Wealth Management
Minnesota
$343M 1.86% 35.8% 615
SAS
3498
Sage Advisory Services
Texas
$343M -$9.65M -3% 1.87% 33.9% 54 31.48%
MWM
3499
Mattern Wealth Management
Kansas
$343M +$40.7M +13% 4.54% 54% 171 7.02%
TCMNY
3500
Thrive Capital Management (New York)
New York
$343M +$62M +22% 41.4% 205% 4 0%