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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
TWM
4076
TMD Wealth Management
Arizona
$225M +$2.34M +1% 6.05% 2.41% 54 44.44%
TFA
4077
Triad Financial Advisors
North Carolina
$224M +$40.4M +22% 7.12% 116 18.1%
CPIA
4078
Cornell Pochily Investment Advisors
New York
$224M -$4.57M -2% 9.54% 83.7% 173 6.94%
CRWM
4079
Castle Rock Wealth Management
California
$224M +$25.3M +13% 7.69% 105% 235 22.55%
WA
4080
WP Advisors
California
$224M +$2.83M +1% 7.24% 95.5% 111 14.41%
PH
4081
Pinnacle Holdings
Oklahoma
$224M +$10.1M +5% 10.5% 65.3% 231 14.72%
MAG
4082
Mokosak Advisory Group
Iowa
$224M +$20.5M +10% 7.69% 42.7% 26 15.38%
EPCA
4083
Elizabeth Park Capital Advisors
Ohio
$224M +$5.1M +2% 7.23% 77.8% 62 22.58%
2C
4084
272 Capital
Texas
$223M +$37.3M +20% 7.44% 213% 88 52.27%
CSCSIM
4085
Clear Sky Carbon Solutions Investment Management
Texas
$223M +$55.4M +33% 4.72% 72 37.5%
SIC
4086
Shoker Investment Counsel
Ohio
$223M +$32.4M +17% 13.2% 58.5% 91 9.89%
BS
4087
Bessemer Securities
New York
$223M -$54.9M -20% 10.6% 45% 138 15.22%
BHWM
4088
Bay Harbor Wealth Management
Maryland
$223M +$10.9M +5% 5.72% 47.9% 213 16.9%
MP
4089
Mediatel Partners
Texas
$223M +$35.3M +19% 18.9% 22.9% 3 0%
PAMI
4090
Perseverance Asset Management International
Cayman Islands
$223M +$56.8M +34% 13.9% 68.4% 18 22.22%
IBOK
4091
Independence Bank of Kentucky
Kentucky
$223M +$19.9M +10% 9.83% 80.6% 459 13.73%
SIGI
4092
Susquehanna International Group (Ireland)
Ireland
$223M -$85.6M -28% 8.7% 5.26% 69 55.07%
AWAU
4093
Alliance Wealth Advisors (Utah)
Utah
$223M 7.81% 63.3% 216
OAM
4094
Oak Asset Management
California
$223M +$16.5M +8% 11.6% 78% 101 5.94%
CFO
4095
Collective Family Office
Pennsylvania
$222M +$21.6M +11% 9.47% 50.1% 194 26.8%
SSI
4096
Scott & Selber Inc
Texas
$222M +$14.9M +7% 10.3% 187% 100 8%
ECM
4097
Engle Capital Management
Connecticut
$222M -$119M -35% 8.26% 289% 31 64.52%
FA
4098
Fountainhead AM
New Jersey
$222M +$23.9M +12% 7.64% 50% 90 32.22%
AFS
4099
Aft Forsyth & Sober
Florida
$222M +$16.5M +8% 10.7% 77.3% 85 3.53%
QFA
4100
Quantum Financial Advisors
California
$222M -$3.3M -1% 9% 61.1% 96 20.83%