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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
4276
TriaGen Wealth Management
California
$366M -$20.5M -5% 4.46% 113% 200 26.5%
TB
4277
Terril Brothers
Missouri
$366M -$15.6M -4% 1.53% 94.4% 80 15%
CGC
4278
Continental Grain Company
New York
$366M +$30M +9% 1.67% 5.73% 4 0%
FNBSF
4279
First National Bank Sioux Falls
South Dakota
$366M +$31.5M +9% 0.62% 65.4% 151 10.6%
NECFA
4280
New England Capital Financial Advisors
Connecticut
$365M +$109M +43% 0.26% 55.6% 446 9.87%
PFS
4281
Physicians Financial Services
North Carolina
$365M -$7.49M -2% 0.49% 100% 110 8.18%
VA
4282
Vestwell Advisors
New York
$365M -$312M -46% 3.73% 31 0%
OAJ
4283
Ogorek Anthony Joseph
New York
$365M +$1.28M +0.4% 1.96% 61.1% 724 10.08%
PFG
4284
Pinnacle Financial Group
Illinois
$365M +$20.3M +6% 1.21% 54.3% 119 12.61%
SWA
4285
Strata Wealth Advisors
Texas
$365M +$5.28M +1% 0.91% 68.3% 93 9.68%
DCP
4286
Davern Capital Partners
New York
$365M +$55.2M +18% 3.11% 18 27.78%
SWM
4287
Sterling Wealth Management
Illinois
$364M +$13.7M +4% 1.04% 116 12.07%
TBWA
4288
Three Bridge Wealth Advisors
California
$364M -$15M -4% 3.27% 169% 93 10.75%
VBFP
4289
Valtinson Bruner Financial Planning
Minnesota
$364M +$16.4M +5% 0.55% 36.2% 176 9.09%
RGC
4290
Roberts, Glore & Co
Illinois
$364M -$11.4M -3% 0.76% 72.3% 236 13.98%
EW
4291
Evexia Wealth
Wisconsin
$364M +$5.84M +2% 1.09% 92.5% 88 9.09%
RBFC
4292
Roman Butler Fullerton & Co
Missouri
$364M -$17.7M -5% 0.54% 121% 289 16.26%
ACM
4293
Anfield Capital Management
California
$363M +$46.4M +15% 0.82% 65.2% 729 22.5%
MA
4294
Modus Advisors
Minnesota
$363M -$15.9M -4% 0.55% 89.5% 357 68.07%
IPA
4295
Investment Planning Advisors
Georgia
$363M +$19.7M +6% 1.01% 110 16.36%
AFA
4296
Amicus Financial Advisors
Texas
$363M +$4.4M +1% 0.58% 95 10.53%
CFP
4297
Cypress Financial Planning
New Jersey
$363M +$357K +0.1% 1.28% 37.9% 112 15.18%
VIA
4298
Virtus Investment Advisers
Connecticut
$363M -$5.41M -1% 5.04% 172% 495 15.96%
RC
4299
Reik & Co
New York
$363M -$1.04M -0.3% 1.67% 38.6% 56 0%
WI
4300
WBI Investments
New Jersey
$362M -$21.2M -6% 3.82% 97.3% 429 64.34%