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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
CM
3701
Cartica Management
District of Columbia
$258M -$91.1M -26% 21.1% 92.9% 16 12.5%
MA
3702
MONECO Advisors
Connecticut
$258M -$14.6M -5% 13.4% 58.4% 273 17.58%
NL
3703
NVWM LLC
Pennsylvania
$257M -$58.1M -18% 13.7% 107% 597 24.62%
TLP
3704
Trinity Legacy Partners
Texas
$257M -$38.9M -13% 10% 63.3% 109 18.35%
DT
3705
Daniels + Tansey
Delaware
$257M -$38.6M -13% 14.3% 21.1% 33 15.15%
FCM
3706
Firestone Capital Management
Florida
$257M -$48.1M -16% 12.8% 43.3% 127 14.17%
LPIC
3707
LeJeune Puetz Investment Counsel
Michigan
$257M -$29.6M -10% 12% 64.1% 198 7.58%
TSWM
3708
Triangle Securities Wealth Management
North Carolina
$257M -$42M -14% 13.2% 80% 177 6.21%
CPFP
3709
Clear Perspectives Financial Planning
Ohio
$257M -$7.34M -3% 6.47% 233 18.88%
HFBOT
3710
Home Federal Bank of Tennessee
Tennessee
$256M -$35.6M -12% 11.8% 65.2% 76 10.53%
HF
3711
Halpern Financial
Virginia
$256M -$14.7M -5% 13.1% 26.3% 353 47.03%
HCM
3712
Harvey Capital Management
Florida
$256M -$67.6M -21% 18.9% 141% 79 8.86%
HNW
3713
High Note Wealth
Minnesota
$256M -$27.2M -10% 12.5% 73% 104 20.19%
PIM
3714
Progressive Investment Management
Oregon
$256M -$61.3M -19% 19.7% 86.3% 57 14.04%
FSCM
3715
First Sabrepoint Capital Management
Texas
$256M -$28.8M -10% 13.7% 182% 32 40.63%
PIA
3716
Perennial Investment Advisors
California
$256M -$60.3M -19% 17.6% 68.4% 232 19.83%
PCA
3717
Peddock Capital Advisors
Massachusetts
$256M -$52.9M -17% 11.7% 104% 156 7.05%
HW
3718
Hamilton Wealth
California
$256M +$25.5M +11% 12% 101% 90 36.67%
PPW
3719
Pinnacle Private Wealth
Massachusetts
$256M -$65.4M -20% 14.8% 318 20.75%
MWM
3720
Mattern Wealth Management
Kansas
$255M -$49.9M -16% 11.7% 54% 166 14.46%
TCP
3721
ThornTree Capital Partners
Massachusetts
$255M -$201M -44% 28.5% 206% 22 36.36%
CA
3722
Claar Advisors
New York
$255M -$85.9M -25% 16.5% 63% 43 18.6%
RMAM
3723
Raab & Moskowitz Asset Management
New Jersey
$255M -$36.4M -12% 12.3% 75% 169 10.65%
WPC
3724
White Pine Capital
Minnesota
$255M -$67.6M -21% 12.3% 100% 229 9.17%
HA
3725
HYA Advisors
Missouri
$255M -$33.8M -12% 12.8% 158 13.92%