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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
TJHA
4251
Thomas J. Herzfeld Advisors
Florida
$285M +$2.3M +0.8% 1.1% 17.9% 247 42.51%
PG
4252
Prostatis Group
Maryland
$285M +$21.4M +8% 2.33% 56.1% 159 22.64%
TCOO
4253
Trust Company of Oklahoma
Oklahoma
$285M +$2.99M +1% 3.17% 88.7% 134 2.24%
WCM
4254
Westend Capital Management
California
$285M +$26.7M +10% 13.1% 334 37.13%
MWPCG
4255
Measured Wealth Private Client Group
New Hampshire
$285M -$1.64M -0.6% 2.51% 68.1% 212 25%
HCA
4256
Horan Capital Advisors
Ohio
$285M +$3.3M +1% 2.78% 26.6% 117 5.98%
GFWA
4257
Grey Fox Wealth Advisors
Delaware
$284M +$18.4M +7% 1.03% 41.9% 139 17.99%
TPWM
4258
Twelve Points Wealth Management
Massachusetts
$284M +$11.2M +4% 0.4% 42.6% 181 6.63%
UWM
4259
USAdvisors Wealth Management
Minnesota
$284M +$19.3M +7% 1.98% 55% 146 19.18%
ECG
4260
EPIQ Capital Group
California
$284M +$32.9M +13% 1.72% 6.25% 72 16.67%
SC
4261
Stolper & Co
Oklahoma
$284M +$6.9M +2% 1.61% 70.5% 87 0%
RCP
4262
Reverence Capital Partners
New York
$284M +$184M +186% 0% 5.38% 2 50%
AFA
4263
AA Financial Advisors
Ohio
$284M +$35.8M +14% 1.62% 168 13.69%
CAG
4264
Curtis Advisory Group
California
$284M +$25.3M +10% 3.98% 67.6% 98 10.2%
SIC
4265
Shoker Investment Counsel
Ohio
$283M +$3.28M +1% 0.96% 58.5% 103 6.8%
HCM
4266
Hillman Capital Management
Maryland
$283M -$27.9M -9% 5.11% 20.3% 54 5.56%
MWM
4267
MorganRosel Wealth Management
Colorado
$283M +$2.89M +1% 0.78% 51.9% 108 12.04%
GA
4268
GSG Advisors
New Jersey
$283M +$10.8M +4% 4.17% 112 12.5%
HP
4269
HT Partners
Connecticut
$283M +$6.74M +2% 2.55% 63.1% 52 9.62%
PMA
4270
Prudent Man Advisors
Illinois
$283M +$16.3M +6% 2.15% 56.9% 184 9.78%
WWG
4271
West Wealth Group
California
$283M +$12.9M +5% 3.97% 56.6% 84 9.52%
MA
4272
Modus Advisors
Minnesota
$283M +$12.6M +5% 1.99% 69.8% 107 4.67%
PIWA
4273
Prevail Innovative Wealth Advisors
Kansas
$283M +$13.6M +5% 2.3% 33.5% 197 45.69%
HJIM
4274
Henry James International Management
New York
$283M -$41.7M -13% 1.02% 123% 129 24.81%
DDSF
4275
Diana Davis Spencer Foundation
Maryland
$282M +$22.1M +8% 0.6% 1.41% 4 25%