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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
NL
3801
NVWM LLC
Pennsylvania
$257M -$58.1M -18% 13.7% 107% 597 24.62%
TLP
3802
Trinity Legacy Partners
Texas
$257M -$38.9M -13% 10% 63.3% 109 18.35%
DT
3803
Daniels + Tansey
Delaware
$257M -$38.6M -13% 14.3% 21.1% 33 15.15%
FCM
3804
Firestone Capital Management
Florida
$257M -$48.1M -16% 12.8% 51.6% 127 14.17%
LPIC
3805
LeJeune Puetz Investment Counsel
Michigan
$257M -$29.6M -10% 12% 64.1% 198 7.58%
TSWM
3806
Triangle Securities Wealth Management
North Carolina
$257M -$42M -14% 13.2% 80% 177 6.21%
CPFP
3807
Clear Perspectives Financial Planning
Ohio
$257M -$7.34M -3% 6.47% 233 18.88%
HFBOT
3808
Home Federal Bank of Tennessee
Tennessee
$256M -$35.6M -12% 11.8% 65.2% 76 10.53%
HF
3809
Halpern Financial
Virginia
$256M -$14.7M -5% 13.1% 26.3% 353 47.03%
HCM
3810
Harvey Capital Management
Florida
$256M -$67.6M -21% 18.9% 147% 79 8.86%
HNW
3811
High Note Wealth
Minnesota
$256M -$27.2M -10% 12.5% 73% 104 20.19%
PIM
3812
Progressive Investment Management
Oregon
$256M -$61.3M -19% 19.7% 126% 57 14.04%
FSCM
3813
First Sabrepoint Capital Management
Texas
$256M -$28.8M -10% 13.7% 218% 32 40.63%
PIA
3814
Perennial Investment Advisors
California
$256M -$60.3M -19% 17.6% 84.3% 232 19.83%
PCA
3815
Peddock Capital Advisors
Massachusetts
$256M -$52.9M -17% 11.7% 104% 156 7.05%
HW
3816
Hamilton Wealth
California
$256M +$25.5M +11% 12% 108% 90 36.67%
PPW
3817
Pinnacle Private Wealth
Massachusetts
$256M -$65.4M -20% 14.8% 318 20.75%
MWM
3818
Mattern Wealth Management
Kansas
$255M -$49.9M -16% 11.7% 54% 166 14.46%
TCP
3819
ThornTree Capital Partners
Massachusetts
$255M -$201M -44% 28.5% 217% 22 36.36%
CA
3820
Claar Advisors
New York
$255M -$85.9M -25% 16.5% 65.5% 43 18.6%
RMAM
3821
Raab & Moskowitz Asset Management
New Jersey
$255M -$36.4M -12% 12.3% 75% 169 10.65%
WPC
3822
White Pine Capital
Minnesota
$255M -$67.6M -21% 12.3% 143% 229 9.17%
HA
3823
HYA Advisors
Missouri
$255M -$33.8M -12% 12.8% 158 13.92%
SFA
3824
Source Financial Advisors
New York
$255M -$84.6M -25% 19.9% 18.5% 121 18.18%
FFM
3825
FengHe Fund Management
Singapore
$255M -$18M -7% 13.7% 902% 20 50%