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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
TWA
4401
TPB Wealth Advisors
Texas
$195M -$14.9M -7% 6.04% 55 34.55%
CC
4402
Cowbird Capital
New York
$195M +$37M +23% 2.94% 21.3% 12 41.67%
FBT
4403
First Bankers Trust
Kentucky
$195M +$20.2M +12% 12.5% 78.9% 113 5.31%
E
4404
EnerVest
Texas
$195M -$21.6M -10% 18.4% 20.5% 1 0%
CFP
4405
Catalyst Financial Partners
Massachusetts
$195M 9.49% 98.6% 161
IAS
4406
Investment Advisory Services
Texas
$194M +$27.1M +16% 10.8% 65.4% 96 4.17%
MFG
4407
Monte Financial Group
Connecticut
$194M +$31.2M +19% 14.3% 55% 84 8.33%
TA
4408
Tamarack Advisers
California
$194M +$23.9M +14% 11.6% 46.5% 53 45.28%
GWA
4409
GGM Wealth Advisors
Maryland
$194M +$8.74M +5% 9.04% 25.9% 144 13.19%
OFG
4410
Omega Financial Group
California
$194M +$493K +0.3% 6.14% 45.2% 83 9.64%
FRA
4411
Front Row Advisors
California
$194M +$500K +0.3% 10% 122% 968 10.43%
LCM
4412
Leisure Capital Management
California
$194M +$28.4M +17% 9.52% 98% 148 14.19%
PTP
4413
Platform Technology Partners
New York
$194M +$18M +10% 8.37% 217 14.75%
AA
4414
Argent Advisors
Louisiana
$193M +$21.9M +13% 10.6% 51.7% 139 10.79%
ATC
4415
Adirondack Trust Company
New York
$193M +$14.4M +8% 10.1% 84.9% 492 4.07%
PCA
4416
Prospect Capital Advisors
California
$193M +$3.7M +2% 7.7% 136% 35 31.43%
RBFC
4417
Roman Butler Fullerton & Co
Missouri
$193M +$36M +23% 10.1% 109% 201 21.39%
WI
4418
Wahed Invest
New York
$193M +$28.9M +18% 8.88% 95.1% 254 11.42%
RCGI
4419
Ribbit Capital GP III
California
$193M -$21.5M -10% 9.79% 2 0%
BSA
4420
Bull Street Advisors
Georgia
$193M +$15M +8% 9.44% 41.9% 91 3.3%
ARAM
4421
Ardmore Road Asset Management
New York
$193M -$59.9M -24% 0.69% 212% 42 64.29%
MIM
4422
MTM Investment Management
South Carolina
$193M +$16.5M +9% 9.65% 71.7% 276 8.33%
RCM
4423
Raleigh Capital Management
North Carolina
$192M +$21.2M +12% 10.3% 71.8% 915 24.59%
DK
4424
David Kennon
Florida
$192M +$10.2M +6% 6.34% 46.9% 17 0%
HWMG
4425
Hurlow Wealth Management Group
Indiana
$192M +$20.6M +12% 8.51% 47.2% 98 6.12%