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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
PC
4426
PA Capital
Virginia
$110M -$2.21M -2% 5.2% 134 37.31%
PWG
4427
Private Wealth Group
Florida
$110M +$795K +0.7% 3.59% 48.2% 27 3.7%
SCM
4428
Shoals Capital Management
Virginia
$110M -$3.8M -3% 3.24% 20 50%
QPWM
4429
Quadrant Private Wealth Management
Pennsylvania
$110M +$942K +0.9% 2.06% 87.6% 110 8.18%
WCM
4430
WealthBridge Capital Management
Ohio
$110M -$47.8M -30% 3.76% 82.1% 1,013 89.04%
PL
4431
Protective Life
Alabama
$110M +$2.04M +2% 1.91% 29% 12 0%
AIM
4432
Act II Management
New York
$109M -$11M -9% 5.11% 43.6% 26 15.38%
ASA
4433
Armstrong Shaw Associates
Connecticut
$109M +$5.18M +5% 4.61% 51.2% 44 11.36%
C
4434
Clearshares
New York
$109M +$6.12M +6% 2.27% 35 34.29%
AWA
4435
Acorn Wealth Advisors
Michigan
$109M -$1.51M -1% 3.33% 42.9% 133 16.54%
TFA
4436
TPG Financial Advisors
Oregon
$109M +$5.75M +6% 1.6% 43 20.93%
EI
4437
EDMP Inc
Florida
$109M +$6.64M +6% 1.73% 68.1% 55 20%
BHWA
4438
Beacon Harbor Wealth Advisors
Virginia
$109M 0.92% 129% 41
SHA
4439
Seneca House Advisors
Virginia
$109M -$6.05M -5% 2.83% 48% 97 10.31%
TA
4440
TCG Advisors
Texas
$109M -$631K -0.6% 1.46% 588 34.18%
AM
4441
Atwater Malick
Pennsylvania
$109M +$6.78M +7% 4.67% 61.2% 36 5.56%
FMB
4442
Field & Main Bank
Kentucky
$109M +$2.97M +3% 4.16% 86.2% 211 3.79%
ACH
4443
Axis Capital Holdings
Bermuda
$109M +$3.9M +4% 3.72% 57.4% 2 0%
LAIC
4444
Lederer & Associates Investment Counsel
California
$109M +$1.49M +1% 4.4% 75.5% 93 10.75%
YEPX
4445
Yorktown Energy Partners X
New York
$109M +$13.2M +14% 1.23% 150% 3 33.33%
HFA
4446
Hoover Financial Advisors
Pennsylvania
$109M +$4.09M +4% 3.75% 66 9.09%
NWS
4447
Newport Wealth Strategies
California
$109M +$9.37M +9% 3.53% 51.5% 82 12.2%
TC
4448
Trust Company
Kansas
$109M -$62.9M -37% 3.48% 36.5% 351 19.66%
EM
4449
Excalibur Management
Massachusetts
$109M +$2.45M +2% 4.3% 68.9% 64 9.38%
BAM
4450
Baldrige Asset Management
Pennsylvania
$108M +$6.05M +6% 2.76% 43.5% 79 7.59%