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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
TW
3926
Towerpoint Wealth
California
$180M +$19.3M +12% 4.6% 62.4% 69 11.59%
PA
3927
Procyon Advisors
Connecticut
$180M -$8.38M -4% 9.31% 84.2% 1,205 82.9%
PFP
3928
Patriot Financial Partners
Pennsylvania
$180M -$13.4M -7% 11.5% 16.6% 26 26.92%
PC
3929
PhiloSmith Capital
Connecticut
$180M +$3.25M +2% 2.2% 54% 35 0%
BCM
3930
Boltwood Capital Management
California
$179M +$13.6M +8% 7.29% 56.3% 143 11.89%
CCG
3931
Ceeto Capital Group
Florida
$179M +$24.7M +16% 12.9% 81.6% 142 11.27%
DC
3932
DeDora Capital
California
$179M +$13.2M +8% 11.8% 81.7% 100 18%
BFO
3933
Biltmore Family Office
North Carolina
$179M +$13M +8% 7.99% 73.5% 182 12.64%
CSM
3934
CAMG Solamere Management
North Carolina
$179M -$2.45M -1% 8.33% 51.7% 120 10%
HKIM
3935
Hayek Kallen Investment Management
Alabama
$179M +$2.35M +1% 9.95% 68.5% 71 8.45%
MCP
3936
Maso Capital Partners
Hong Kong
$179M -$69M -28% 18.6% 8.67% 31 61.29%
ETI
3937
Enterprise Trust & Investment
California
$179M +$11.3M +7% 8.59% 58.6% 195 4.1%
SAM
3938
Sandell Asset Management
New York
$179M -$71.2M -29% 14% 322% 53 45.28%
FUBT
3939
First United Bank & Trust
Maryland
$179M +$9.46M +6% 9.13% 69.2% 130 7.69%
HW
3940
Hamilton Wealth
California
$179M +$10.8M +6% 6.49% 101% 54 22.22%
PCM
3941
Palouse Capital Management
Washington
$179M -$10.8M -6% 1.98% 67.8% 86 25.58%
PWS
3942
Peloton Wealth Strategists
Indiana
$178M +$19.7M +12% 10.2% 41.1% 80 11.25%
SAAM
3943
Solus Alternative Asset Management
New Jersey
$178M +$23.3M +15% 44.8% 107% 11 54.55%
BDF
3944
Black Diamond Financial
Maryland
$178M +$25.2M +16% 7.57% 50.7% 78 15.38%
ACM
3945
Aljian Capital Management
Nevada
$178M +$22.4M +14% 15.4% 144% 52 23.08%
SFWC
3946
Strategic Family Wealth Counselors
New Jersey
$178M +$19.4M +12% 8.8% 60.6% 83 13.25%
RG
3947
Retirement Group
California
$178M +$17M +11% 8.25% 33.7% 748 16.58%
DSN
3948
D. Scott Neal
Kentucky
$178M +$18.5M +12% 5.06% 105% 40 12.5%
FA
3949
Fiducient Advisors
Illinois
$178M +$12.5M +8% 4.63% 43.9% 22 18.18%
BIA
3950
BHK Investment Advisors
Alabama
$178M +$8.36M +5% 6.28% 54.6% 61 4.92%