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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
3651
Triangle Securities Wealth Management
North Carolina
$390M +$2.95M +0.8% 1.75% 80% 207 8.21%
PIC
3652
Portland Investment Counsel
Ontario, Canada
$390M +$111M +40% 2.09% 104% 59 25.42%
ACA
3653
AYAL Capital Advisors
Ontario, Canada
$390M +$96.2M +33% 7.54% 52 53.85%
NFSG
3654
Newbridge Financial Services Group
Florida
$390M +$105M +37% 9.03% 115% 1,200 50.17%
PIM
3655
Progressive Investment Management
Oregon
$389M -$386K -0.1% 3.46% 86.3% 58 1.72%
PT
3656
Plimoth Trust
Massachusetts
$389M -$7.54M -2% 0.04% 94% 164 5.49%
SM
3657
Skaana Management
New York
$389M -$23.9M -6% 7.62% 168% 209 29.67%
JWCA
3658
J.W. Coons Advisors
Ohio
$389M -$11.3M -3% 0.01% 61.2% 250 12.8%
AW
3659
Avion Wealth
Texas
$389M +$7.16M +2% 1.25% 45.4% 1,343 30.53%
RA
3660
RR Advisors
Texas
$389M +$26.9M +7% 8.15% 113% 24 16.67%
LIM
3661
Longfellow Investment Management
Massachusetts
$389M -$10.5M -3% 2.9% 49.9% 300 19.67%
BONH
3662
Bank of New Hampshire
New Hampshire
$389M -$10.2M -3% 0.54% 86.4% 483 9.32%
TC
3663
Truvestments Capital
Florida
$389M +$15.6M +4% 3.31% 86.7% 1,067 16.68%
PCFFS
3664
Pacific Center for Financial Services
California
$389M +$8.83M +2% 0.53% 43.4% 495 3.84%
TAA
3665
TB Alternative Assets
Cayman Islands
$388M -$33M -8% 1.21% 325% 57 54.39%
AFG
3666
Allegheny Financial Group
Pennsylvania
$388M -$16.8M -4% 1.69% 71.1% 255 14.9%
TLP
3667
Trinity Legacy Partners
Texas
$388M -$1.07M -0.3% 0.4% 63.3% 102 12.75%
WWMSC
3668
Wagner Wealth Management (South Carolina)
South Carolina
$388M +$17.2M +5% 0.72% 36.9% 247 10.53%
AWAU
3669
Alliance Wealth Advisors (Utah)
Utah
$388M +$7.21M +2% 1.9% 63.3% 271 18.82%
CWAG
3670
Compton Wealth Advisory Group
Virginia
$388M -$8.48M -2% 0.82% 67.6% 113 6.19%
REMPR
3671
Roof Eidam Maycock Peralta (REMP)
California
$387M -$5.79M -1% 0.06% 55.5% 131 6.87%
RRCM
3672
Rappaport Reiches Capital Management
Illinois
$387M +$11.1M +3% 0.09% 17.6% 116 8.62%
GIPM
3673
G2 Investment Partners Management
New York
$387M +$35.3M +10% 35.5% 773% 73 34.25%
SCA
3674
Stokes Capital Advisors
South Carolina
$387M -$3.09M -0.8% 0.12% 54.5% 75 4%
GWM
3675
GSB Wealth Management
Connecticut
$387M -$3.63M -0.9% 1.92% 61.8% 244 15.57%