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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
TLP
3826
Trinity Legacy Partners
Texas
$296M +$1.24M +0.4% 1.57% 63.3% 122 25.41%
CAG
3827
Curtis Advisory Group
California
$296M -$8.46M -3% 5.25% 67.6% 88 9.09%
TCMG
3828
TSP Capital Management Group
New Jersey
$296M -$3.25M -1% 6.65% 178% 53 0%
CIM
3829
CIM Investment Management
Pennsylvania
$296M -$38M -11% 5.89% 88.6% 319 28.21%
SDWIA
3830
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$296M +$738K +0.2% 0.24% 67.8% 146 14.38%
WCA
3831
Whetstone Capital Advisors
Kansas
$296M -$192M -39% 18% 201% 30 33.33%
AMG
3832
Advisors Management Group
Wisconsin
$296M -$37.6M -11% 4.08% 68.9% 150 18.67%
DT
3833
Daniels + Tansey
Delaware
$296M -$27.8M -9% 5.46% 21.1% 37 16.22%
EIA
3834
Eldridge Investment Advisors
New Hampshire
$296M -$7.11M -2% 4.25% 41.3% 139 18.71%
TVAMP
3835
Tennessee Valley Asset Management Partners
Tennessee
$295M -$4M -1% 3.18% 50.5% 93 7.53%
SFG
3836
Summit Financial Group
West Virginia
$295M -$11.8M -4% 2.67% 26.1% 224 12.05%
CWP
3837
Curated Wealth Partners
California
$295M -$14.1M -5% 5.36% 45.4% 143 2.8%
PCM
3838
Patient Capital Management
Maryland
$295M -$51.8M -15% 0.79% 125% 50 24%
ECM
3839
Elgethun Capital Management
South Dakota
$295M +$8.83M +3% 0.55% 61.5% 113 5.31%
AIC
3840
Ayalon Insurance Company
Israel
$295M +$2.37M +0.8% 2.77% 89.3% 144 14.58%
SPA
3841
Sentinel Pension Advisors
Massachusetts
$295M -$22.8M -7% 4.5% 46.5% 108 23.15%
MP
3842
Mediatel Partners
Texas
$295M -$21.3M -7% 6.75% 22.9% 2 0%
WKWM
3843
Walter & Keenan Wealth Management
Indiana
$295M -$13.1M -4% 3.23% 79.9% 150 5.33%
ACM
3844
Analog Century Management
New York
$295M -$72.6M -20% 16.2% 452% 21 14.29%
WPIC
3845
White Pine Investment Company
Michigan
$294M -$6.11M -2% 0.01% 66.3% 60 5%
FIBT
3846
First International Bank & Trust
North Dakota
$294M +$8.87M +3% 3.76% 38.6% 106 20.75%
HC
3847
Hendley & Co
Ohio
$294M -$12.5M -4% 1% 54.8% 72 11.11%
OPA
3848
Old Port Advisors
Maine
$294M -$1.49M -0.5% 0.61% 106% 240 11.25%
PWM
3849
Praetorian Wealth Management
California
$294M -$14.4M -5% 5.36% 53.8% 33 6.06%
SHIM
3850
Stone House Investment Management
Pennsylvania
$294M +$1.33M +0.5% 4.34% 40.1% 52 30.77%