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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
TW
4501
Towerpoint Wealth
California
$166M -$1.51M -0.9% 88
UC
4502
Unio Capital
New Jersey
$166M -$8.33M -5% 51
MS
4503
Madden Securities
Texas
$166M -$16.7M -9% 102
GA
4504
Greytown Advisors
Florida
$165M -$10.9M -6% 104
BWM
4505
BNC Wealth Management
Oregon
$165M -$25.9M -14% 120
NEGWA
4506
New England Guild Wealth Advisors
Connecticut
$165M +$3.36M +2% 71
IM
4507
Islet Management
New York
$165M -$182M -52% 111
PWM
4508
Provident Wealth Management
Tennessee
$165M +$7.68M +5% 99
JA
4509
JVL Associates
Michigan
$165M +$21.5M +15% 45
PHAM
4510
Palisades Hudson Asset Management
Florida
$165M -$13M -7% 104
BCM
4511
Beddow Capital Management
Wyoming
$165M -$4.73M -3% 52
LCM
4512
Leisure Capital Management
California
$165M -$27.6M -14% 132
BKA
4513
Brick & Kyle Associates
Pennsylvania
$165M -$13.5M -8% 58
CWM
4514
Castle Wealth Management
Florida
$165M -$7.04M -4% 776
SAM
4515
Sandbar Asset Management
United Kingdom
$165M -$53.1M -24% 75
HCM
4516
HMS Capital Management
Tennessee
$165M -$6.31M -4% 130
HFS
4517
Heritage Financial Services
Massachusetts
$165M -$14.7M -8% 546
ITIM
4518
Indiana Trust & Investment Management
Indiana
$165M -$14.2M -8% 118
CPWA
4519
Cerro Pacific Wealth Advisors
California
$165M +$4.74M +3% 151
SCS
4520
Syquant Capital SAS
France
$165M +$75M +84% 50
SFS
4521
Stiles Financial Services
Minnesota
$165M -$1.66M -1% 189
PK
4522
Pflug Koory
Nebraska
$164M -$9M -5% 481
MSFP
4523
Mark Sheptoff Financial Planning
Connecticut
$164M -$9.73M -6% 404
PFT
4524
Providence First Trust
Arizona
$164M -$13.7M -8% 142
SI
4525
Saxon Interests
Texas
$164M -$1.02M -0.6% 162