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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
TSWM
3601
Triangle Securities Wealth Management
North Carolina
$390M +$2.95M +0.8% 207
PIC
3602
Portland Investment Counsel
Ontario, Canada
$390M +$111M +40% 59
NFSG
3603
Newbridge Financial Services Group
Florida
$390M +$105M +37% 1,203
PIM
3604
Progressive Investment Management
Oregon
$389M -$386K -0.1% 58
PT
3605
Plimoth Trust
Massachusetts
$389M -$7.54M -2% 164
JWCA
3606
J.W. Coons Advisors
Ohio
$389M -$11.3M -3% 250
AW
3607
Avion Wealth
Texas
$389M +$7.16M +2% 1,346
RA
3608
RR Advisors
Texas
$389M +$26.9M +7% 24
LIM
3609
Longfellow Investment Management
Massachusetts
$389M -$10.5M -3% 300
BONH
3610
Bank of New Hampshire
New Hampshire
$389M -$10.2M -3% 483
TC
3611
Truvestments Capital
Florida
$389M +$15.6M +4% 1,067
PCFFS
3612
Pacific Center for Financial Services
California
$389M +$8.83M +2% 495
TAA
3613
TB Alternative Assets
Cayman Islands
$388M -$33M -8% 57
AFG
3614
Allegheny Financial Group
Pennsylvania
$388M -$16.8M -4% 255
TLP
3615
Trinity Legacy Partners
Texas
$388M -$1.07M -0.3% 102
WWMSC
3616
Wagner Wealth Management (South Carolina)
South Carolina
$388M +$17.2M +5% 247
AWAU
3617
Alliance Wealth Advisors (Utah)
Utah
$388M +$7.21M +2% 271
CWAG
3618
Compton Wealth Advisory Group
Virginia
$388M -$8.48M -2% 113
REMPR
3619
Roof Eidam Maycock Peralta (REMP)
California
$387M -$5.79M -1% 131
RRCM
3620
Rappaport Reiches Capital Management
Illinois
$387M +$11.1M +3% 116
GIPM
3621
G2 Investment Partners Management
New York
$387M +$35.3M +10% 73
SCA
3622
Stokes Capital Advisors
South Carolina
$387M -$3.09M -0.8% 75
GWM
3623
GSB Wealth Management
Connecticut
$387M -$3.63M -0.9% 244
GIM
3624
Generali Investments Management
Slovenia
$387M 130
SPM
3625
Sycamore Partners Management
New York
$387M +$96.2M +33% 1