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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
TVWM
4551
Tower View Wealth Management
Wisconsin
$176M +$22.3M +15% 12.3% 132% 181 15.47%
TS
4552
Tamar Securities
California
$176M +$15M +9% 17.7% 84.8% 48 18.75%
CPM
4553
Corre Partners Management
New York
$176M 25% 109% 9
VSWA
4554
Vontobel Swiss Wealth Advisors
Switzerland
$176M +$32.6M +23% 15.4% 70.1% 77 23.38%
BDWCC
4555
B&D White Capital Company
Texas
$176M 5.73% 38.1% 85
MSFP
4556
Mark Sheptoff Financial Planning
Connecticut
$176M +$13.3M +8% 11.5% 92.4% 373 14.48%
GC
4557
GPI Capital
New York
$176M 39.8% 261% 1
VBFG
4558
Vishria Bird Financial Group
Tennessee
$176M +$16.5M +10% 11% 74.3% 51 15.69%
PWAP
4559
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$175M +$19.2M +12% 12.5% 58.5% 128 17.97%
MAP
4560
Milestone Advisory Partners
North Carolina
$175M +$14.7M +9% 10.5% 19.7% 55 12.73%
GCA
4561
Gradient Capital Advisors
California
$175M +$15.2M +10% 12.9% 71% 105 7.62%
AIA
4562
Arcadia Investment Advisors
Idaho
$175M +$18.7M +12% 12.7% 51.4% 131 29.01%
CRCM
4563
Crystal Rock Capital Management
Illinois
$175M +$16.7M +11% 16.9% 172% 39 25.64%
AGFVA
4564
Accel Growth Fund V Associates
California
$175M 37% 1.17% 1
PM
4565
Ponoi Management
California
$175M 27.8% 5
EWMCB
4566
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$175M +$22.5M +15% 12.9% 13% 48 10.42%
CP
4567
CPV Partners
Connecticut
$174M +$163M +1,443% 16% 105% 3 33.33%
SST
4568
S Squared Technology
New York
$174M +$39.8M +30% 50.6% 223% 36 13.89%
HM
4569
HCEP Management
Hong Kong
$174M 39.1% 182% 6
NL
4570
NEPC LLC
Massachusetts
$174M +$30.8M +21% 9.92% 21.3% 28 7.14%
NSB
4571
Norway Savings Bank
Maine
$174M +$26.3M +18% 12.6% 101% 473 39.11%
HC
4572
Hillman Company
Pennsylvania
$174M +$5.84M +3% 14.8% 134% 9 22.22%
OR
4573
Olympiad Research
Connecticut
$174M -$21.9M -11% 14.1% 189% 407 87.22%
TF
4574
TRH Financial
Iowa
$174M +$25.7M +17% 11.2% 73 5.48%
NAM
4575
Nationwide Asset Management
Ohio
$174M +$21.1M +14% 7.16% 8.56% 12 16.67%