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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
TC
3801
TownSquare Capital
Utah
$444M -$2.6M -0.6% 0.2% 66.1% 267 14.23%
LFS
3802
Lighthouse Financial Services
California
$443M +$8.51M +2% 2.17% 103 11.65%
PWM
3803
Prentice Wealth Management
New York
$443M +$5.54M +1% 0.89% 44.2% 119 5.88%
CMP
3804
Coston McIsaac & Partners
Maine
$443M +$12.3M +3% 1.62% 29.7% 1,003 15.05%
APC
3805
Aspire Private Capital
North Carolina
$443M -$6.51M -1% 1.05% 49.6% 186 17.74%
CP
3806
Cornerstone Planning
North Carolina
$443M +$12.2M +3% 0.78% 152 21.05%
GWM
3807
GSB Wealth Management
Connecticut
$443M +$748K +0.2% 0.21% 61.8% 246 8.54%
BFA
3808
Beacon Financial Advisory
Ohio
$443M +$11.3M +3% 1.13% 53.5% 423 17.26%
NLP
3809
Next Level Private
New York
$443M +$61.2M +16% 0.66% 92.4% 184 17.39%
AC
3810
Almitas Capital
California
$443M -$11.6M -3% 2.76% 85.9% 137 38.69%
OWA
3811
Opal Wealth Advisors
New York
$442M +$58.9M +15% 0.22% 55.6% 609 66.67%
HBT
3812
Heartland Bank & Trust
Illinois
$442M +$206M +87% 0.2% 95.5% 209 27.27%
EFMC
3813
Empire Financial Management Company
New York
$442M -$17.9M -4% 1.11% 71.1% 224 12.05%
CMAI
3814
Capital Management Associates Inc
Minnesota
$442M -$9.97M -2% 2.02% 166 15.06%
PLU
3815
Performa Ltd (US)
South Carolina
$442M +$47.9M +12% 2.07% 46.2% 56 25%
DBG
3816
De Burlo Group
Massachusetts
$441M -$383M -46% 6.64% 98.1% 94 22.34%
ECA
3817
Endeavour Capital Advisors
Connecticut
$441M +$81.6M +23% 0.24% 72% 39 15.38%
EL
3818
EWA LLC
Pennsylvania
$441M +$31.3M +8% 1.14% 102% 317 25.87%
DWML
3819
Decker Wealth Management LLC
Tennessee
$441M -$15.2M -3% 0.4% 110 9.09%
BOA
3820
Birnam Oak Advisors
New York
$441M -$5.87M -1% 1.12% 49 67.35%
TSWM
3821
Triangle Securities Wealth Management
North Carolina
$441M -$33.7M -7% 0.33% 80% 213 7.04%
CPW
3822
Cove Private Wealth
New York
$440M +$105M +31% 2.77% 188 17.02%
AWM
3823
Austin Wealth Management
Texas
$440M -$236M -35% 1.29% 48.2% 169 33.14%
CAAM
3824
Cape Ann Asset Management
United Kingdom
$440M +$72.7M +20% 12.4% 210% 11 9.09%
SCP
3825
SailingStone Capital Partners
Texas
$440M +$37.8M +9% 12.4% 161% 17 11.76%