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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 Avg Holding
Period (Yrs)
Tranquility Partners
4576
Tranquility Partners
Tennessee
$260M +$1.18M +0.5% 1.75% 77.3% 216 5.56% 3
Pennsylvania Capital Management
4577
Pennsylvania Capital Management
Pennsylvania
$260M +$17.1M +7% 7.5% 70.6% 90 8.89% 2.7
TenCore Partners
4578
TenCore Partners
New York
$260M -$62.6M -19% 2% 50.4% 14 14.29% 2.8
NTCM
4579
Nine Ten Capital Management
Illinois
$260M -$68.6M -21% 4.92% 166% 13 23.08% 3.2
Private Wealth Advisors (California)
4580
Private Wealth Advisors (California)
California
$260M +$14M +6% 0.62% 63.6% 83 12.05% 3.1
Arcus Capital Partners
4581
Arcus Capital Partners
Georgia
$260M -$56.4M -18% 6.81% 69.2% 121 17.36% 3
DG Capital Management
4582
DG Capital Management
New York
$259M +$96.2M +59% 3.21% 76.7% 26 30.77% 2.3
Gitterman Wealth Management
4583
Gitterman Wealth Management
New Jersey
$259M +$1.48M +0.6% 0.98% 33% 135 45.19% 1.2
Richard W. Paul & Associates
4584
Richard W. Paul & Associates
Michigan
$259M +$8.55M +3% 1.67% 65.2% 542 13.84% 1.3
Snider Financial Group
4585
Snider Financial Group
Washington
$259M +$19.1M +8% 4.33% 87% 66 16.67% 1.6
Augustine Asset Management
4586
Augustine Asset Management
Florida
$259M +$19.1M +8% 8.22% 316% 99 9.09% 4
TriaGen Wealth Management
4587
TriaGen Wealth Management
California
$259M +$17.9M +7% 4.03% 132% 176 18.75% 2
Investment Advisory Group
4588
Investment Advisory Group
Massachusetts
$259M +$16.9M +7% 2.01% 61.6% 168 7.74% 1.8
Yeomans Consulting Group
4589
Yeomans Consulting Group
Georgia
$259M +$30.3M +13% 2.74% – 105 45.71% 0.3
Columbus Macro
4590
Columbus Macro
Pennsylvania
$259M -$5.02M -2% 0.82% 48.7% 187 12.3% 2.8
Gill Capital Partners
4591
Gill Capital Partners
Colorado
$259M +$11M +4% 1.52% 59% 128 5.47% 3.5
Bouvel Investment Partners
4592
Bouvel Investment Partners
Pennsylvania
$259M +$27M +12% 5.25% 199% 82 14.63% 2.3
Umpqua Bank
4593
Umpqua Bank
Oregon
$258M +$14.6M +6% 3.58% – 151 5.3% 0.2
Delta Financial Advisors
4594
Delta Financial Advisors
Louisiana
$258M +$5.46M +2% 3.67% 107% 116 2.59% 4.2
CoreCommodity Management
4595
CoreCommodity Management
Connecticut
$258M -$22.5M -8% 3.16% 65.8% 170 25.29% 3.5
Townsend Asset Management
4596
Townsend Asset Management
North Carolina
$258M +$6.44M +3% 3.71% 77% 202 5.94% 3.2
Ceeto Capital Group
4597
Ceeto Capital Group
Florida
$258M +$13.9M +6% 8.18% 94.4% 177 12.43% 4.2
11 Capital Partners
4598
11 Capital Partners
Connecticut
$258M -$52.3M -17% 2.85% 101% 18 27.78% 1.4
Old Point Trust & Financial Services N A
4599
Old Point Trust & Financial Services N A
Virginia
$258M -$17.3M -6% 0.2% 72.6% 581 37.35% 2
TFG Advisers
4600
TFG Advisers
Michigan
$258M +$2.17M +0.8% 3.25% 61.8% 206 6.8% 4.1