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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
4651
Towerpoint Wealth
California
$166M -$1.51M -0.9% 4.99% 62.4% 88 6.82%
UC
4652
Unio Capital
New Jersey
$166M -$8.33M -5% 2.86% 97.8% 51 17.65%
MS
4653
Madden Securities
Texas
$166M -$16.7M -9% 5.89% 92.2% 102 7.84%
GA
4654
Greytown Advisors
Florida
$165M -$10.9M -6% 6.75% 14.1% 104 11.54%
BWM
4655
BNC Wealth Management
Oregon
$165M -$25.9M -14% 3.07% 193% 120 24.17%
NEGWA
4656
New England Guild Wealth Advisors
Connecticut
$165M +$3.36M +2% 7.06% 6.04% 71 8.45%
PWM
4657
Provident Wealth Management
Tennessee
$165M +$7.68M +5% 5.55% 53.3% 99 8.08%
JA
4658
JVL Associates
Michigan
$165M +$21.5M +15% 4.21% 73.3% 45 26.67%
PHAM
4659
Palisades Hudson Asset Management
Florida
$165M -$13M -7% 6.14% 66.8% 104 8.65%
BCM
4660
Beddow Capital Management
Wyoming
$165M -$4.73M -3% 2.22% 50.7% 52 9.62%
LCM
4661
Leisure Capital Management
California
$165M -$27.6M -14% 4.93% 98% 132 15.15%
BKA
4662
Brick & Kyle Associates
Pennsylvania
$165M -$13.5M -8% 5.73% 97.4% 58 3.45%
CWM
4663
Castle Wealth Management
Florida
$165M -$7.04M -4% 5.11% 53.6% 776 11.6%
SAM
4664
Sandbar Asset Management
United Kingdom
$165M -$53.1M -24% 0.59% 128% 75 46.67%
HCM
4665
HMS Capital Management
Tennessee
$165M -$34.2M -17% 2.79% 130% 131 19.08%
HFS
4666
Heritage Financial Services
Massachusetts
$165M -$14.7M -8% 5.51% 38.3% 546 89.01%
ITIM
4667
Indiana Trust & Investment Management
Indiana
$165M -$14.2M -8% 2.68% 104% 118 10.17%
CPWA
4668
Cerro Pacific Wealth Advisors
California
$165M +$4.74M +3% 4.26% 151 13.91%
SCS
4669
Syquant Capital SAS
France
$165M +$75M +84% 16.2% 176% 50 86%
SFS
4670
Stiles Financial Services
Minnesota
$165M -$1.66M -1% 4.29% 133% 189 19.58%
GCC
4671
Game Creek Capital
Massachusetts
$165M -$23.9M -13% 4.11% 176% 73 26.03%
AZ
4672
Aquamarine Zurich
Switzerland
$164M 2.28% 74.8% 12
PK
4673
Pflug Koory
Nebraska
$164M -$9M -5% 5.12% 479 9.19%
HFRG
4674
Houlihan Financial Resource Group
Virginia
$164M 4.72% 50.6% 78
MSFP
4675
Mark Sheptoff Financial Planning
Connecticut
$164M -$9.73M -6% 3.77% 92.4% 404 9.41%