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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
SFG
4501
Sterling Financial Group
California
$277M +$8.59M +3% 1.11% 49.6% 67 8.96%
TFA
4502
Trinity Financial Advisors
Ohio
$277M +$14M +5% 1.38% 69.5% 92 10.87%
THC
4503
Truffle Hound Capital
Maryland
$277M -$7.82M -3% 4.63% 59 22.03%
OWIM
4504
Old West Investment Management
California
$277M +$30.4M +12% 2.21% 235% 65 24.62%
HVCM
4505
Hel Ved Capital Management
Hong Kong
$277M -$64.7M -19% 5.32% 763% 102 58.82%
DWAM
4506
Duncan Williams Asset Management
Tennessee
$277M +$22.9M +9% 2.05% 152 7.24%
ECM
4507
Engle Capital Management
Connecticut
$277M -$57.5M -17% 6.11% 289% 30 43.33%
AWM
4508
Accel Wealth Management
Iowa
$277M +$12.9M +5% 1.3% 77.4% 266 9.4%
RM
4509
Redpoint Management
California
$277M -$40.9M -13% 11.9% 0.66% 6 0%
PWAC
4510
Private Wealth Advisors (California)
California
$277M +$21.5M +8% 4.59% 55% 94 15.96%
ZEP
4511
Zeno Equity Partners
United Kingdom
$277M -$56.9M -17% 5.45% 13 15.38%
MWM
4512
MGB Wealth Management
Texas
$276M -$45.8M -14% 3.48% 310 13.55%
IAS
4513
Investment Advisory Services
Texas
$276M -$7.2M -3% 0.97% 65.4% 120 7.5%
3F
4514
360 Financial
Minnesota
$276M -$274K -0.1% 4.15% 56.6% 90 24.44%
ITIM
4515
Indiana Trust & Investment Management
Indiana
$276M -$17.6M -6% 3.54% 104% 489 5.11%
ICP
4516
Impact Capital Partners
Colorado
$276M -$5.03M -2% 0.67% 274 15.33%
AI
4517
Auour Investments
Massachusetts
$276M -$10M -4% 0.21% 35.5% 86 11.63%
SFP
4518
Sterling Financial Planning
New Jersey
$276M +$3.94M +1% 0.42% 46.8% 114 9.65%
BDFN
4519
Bond & Devick Financial Network
Minnesota
$276M +$41.8M +18% 0.21% 41.2% 171 14.04%
TA
4520
TFG Advisers
Michigan
$276M -$2.31M -0.8% 0.68% 61.8% 212 4.25%
WMR
4521
Wealth Management Resources
Rhode Island
$276M +$4.55M +2% 0.19% 36.5% 33 6.06%
SFMG
4522
Sage Financial Management Group
Virginia
$276M +$5.5M +2% 0.75% 47.3% 56 3.57%
PMA
4523
Prudent Man Advisors
Illinois
$275M +$169K +0.1% 1% 56.9% 180 11.11%
GVCM
4524
Global View Capital Management
Wisconsin
$275M -$9.99M -4% 2.42% 141 39.01%
PFG
4525
Pinnacle Financial Group
Illinois
$275M +$19.9M +8% 1.07% 54.3% 99 19.19%