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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
TPCM
4601
Two Point Capital Management
New York
$274M +$25.5M +10% 11.9% 25 0%
WA
4602
WP Advisors
California
$274M -$39.5M -13% 7.84% 95.5% 109 12.84%
EFN
4603
Equita Financial Network
Pennsylvania
$274M +$34.3M +14% 6.07% 46.4% 88 21.59%
CSWM
4604
Cassady Schiller Wealth Management
Ohio
$273M +$27.2M +11% 6.93% 21.8% 484 7.85%
SL
4605
SOF Ltd
Cayman Islands
$273M -$4.3M -2% 1.55% 42.3% 1 0%
UB
4606
Umpqua Bank
Oregon
$273M +$14.9M +6% 5.88% 158 8.86%
SFG
4607
Snider Financial Group
Washington
$273M +$14.2M +5% 5.07% 73.7% 63 6.35%
GSCM
4608
Greenfield Seitz Capital Management
Texas
$273M +$3.08M +1% 2.01% 103 5.83%
TWP
4609
Tempus Wealth Planning
California
$273M +$33.6M +14% 6.79% 89.9% 229 13.97%
MHP
4610
Manatuck Hill Partners
Connecticut
$273M +$32.9M +14% 16.3% 556% 153 50.98%
QWM
4611
Quaker Wealth Management
New Jersey
$273M 4.9% 64
ATFA
4612
All Terrain Financial Advisors
Minnesota
$273M +$20.6M +8% 8.75% 71.1% 97 17.53%
NCFG
4613
New Century Financial Group
New Jersey
$273M +$37.4M +16% 5.51% 343 28.86%
KFS
4614
Kelly Financial Services
Massachusetts
$273M -$7.03M -3% 5.34% 58.4% 793 86.25%
SA
4615
SAM Advisors
California
$272M -$3.85M -1% 5.75% 57.5% 47 36.17%
MCM
4616
Moerus Capital Management
New York
$272M -$4.68M -2% 11.1% 220% 18 5.56%
LWMM
4617
Legacy Wealth Management (Mississippi)
Mississippi
$272M +$35.5M +15% 6.03% 89.1% 97 26.8%
HAM
4618
Harmony Asset Management
Arizona
$272M +$33.4M +14% 5.33% 166 13.25%
LSA
4619
Lansing Street Advisors
Pennsylvania
$272M +$31.7M +13% 6.21% 124 19.35%
BAM
4620
BOS Asset Management
Illinois
$272M +$54.7M +25% 5.33% 67.8% 170 12.94%
SCI
4621
Silver Coast Investments
United States
$272M +$27.2M +11% 7.31% 102 13.73%
SAMT
4622
Select Asset Management & Trust
Pennsylvania
$272M +$20.7M +8% 7.8% 68.4% 70 8.57%
BWM
4623
BNC Wealth Management
Oregon
$271M +$2.17M +0.8% 6.45% 193% 114 31.58%
SFP
4624
Sterling Financial Planning
New Jersey
$271M +$24.8M +10% 7.32% 55.5% 109 3.67%
UOIF
4625
University of Illinois Foundation
Illinois
$271M -$14.8M -5% 8.63% 4 25%