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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
BCP
3776
BDT Capital Partners
Illinois
$391M -$111M -22% 10.8% 25.5% 2 0%
WI
3777
WrapManager Inc
California
$391M +$4.16M +1% 1.59% 64.6% 255 20%
MWA
3778
MFA Wealth Advisors
Pennsylvania
$391M -$66.6M -15% 1.32% 64.7% 514 85.6%
LCM
3779
Lionstone Capital Management
New York
$391M +$19.5M +5% 6.99% 74.1% 12 16.67%
SWM
3780
Scissortail Wealth Management
Oklahoma
$391M -$22.7M -5% 0.77% 65% 132 12.12%
OLVIG
3781
Oliver Lagore Vanvalin Investment Group
Michigan
$391M +$16.7M +4% 1.2% 742 15.63%
PFA
3782
Professional Financial Advisors
Nebraska
$390M +$4.72M +1% 0.76% 52.8% 110 8.18%
NDSI
3783
Newman Dignan & Sheerar Inc
Rhode Island
$390M -$27.1M -6% 0.7% 73.5% 195 10.77%
TSWM
3784
Triangle Securities Wealth Management
North Carolina
$390M +$2.95M +0.8% 1.75% 80% 207 8.21%
PIC
3785
Portland Investment Counsel
Ontario, Canada
$390M +$111M +40% 2.09% 108% 59 25.42%
ACA
3786
AYAL Capital Advisors
Ontario, Canada
$390M +$96.2M +33% 7.54% 52 53.85%
NFSG
3787
Newbridge Financial Services Group
Florida
$390M +$105M +37% 9.03% 164% 1,200 50.17%
PIM
3788
Progressive Investment Management
Oregon
$389M -$386K -0.1% 3.46% 126% 58 1.72%
PT
3789
Plimoth Trust
Massachusetts
$389M -$7.54M -2% 0.04% 94% 164 5.49%
SM
3790
Skaana Management
New York
$389M -$23.9M -6% 7.62% 269% 209 29.67%
JWCA
3791
J.W. Coons Advisors
Ohio
$389M -$11.3M -3% 0.01% 61.2% 250 12.8%
AW
3792
Avion Wealth
Texas
$389M +$7.16M +2% 1.25% 45.4% 1,343 30.53%
RA
3793
RR Advisors
Texas
$389M +$26.9M +7% 8.15% 115% 24 16.67%
LIM
3794
Longfellow Investment Management
Massachusetts
$389M -$10.5M -3% 2.9% 45.9% 300 19.67%
BONH
3795
Bank of New Hampshire
New Hampshire
$389M -$10.2M -3% 0.54% 86.4% 483 9.32%
GFI
3796
Global Frontier Investments
South Carolina
$389M 5.25% 15
TC
3797
Truvestments Capital
Florida
$389M +$15.6M +4% 3.31% 131% 1,067 16.68%
PCFFS
3798
Pacific Center for Financial Services
California
$389M +$8.83M +2% 0.53% 54.7% 495 3.84%
TAA
3799
TB Alternative Assets
Cayman Islands
$388M -$33M -8% 1.21% 325% 57 54.39%
AFG
3800
Allegheny Financial Group
Pennsylvania
$388M -$16.8M -4% 1.69% 71.1% 255 14.9%