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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
TWM
4726
TSA Wealth Management
Texas
$309M +$7.49M +2% 1.38% 109 22.02%
PH
4727
Pinnacle Holdings
Oklahoma
$309M +$13.3M +4% 5.62% 79.6% 265 18.87%
CCG
4728
Cloverfields Capital Group
Minnesota
$309M -$13.6M -4% 0.14% 101% 100 19%
ARC
4729
Advisor Resource Council
Texas
$309M +$27.7M +10% 0.16% 74.7% 268 22.01%
PWM
4730
Pines Wealth Management
North Carolina
$309M -$694K -0.2% 0.48% 234 11.54%
AW
4731
Alteri Wealth
California
$309M +$79.8K +0% 0.24% 312 14.74%
FI
4732
Financial Insights
Washington
$309M +$10.2M +3% 1.62% 62.1% 136 10.29%
CWM
4733
Castle Wealth Management
Florida
$309M +$6.69M +2% 0.15% 53.6% 136 6.62%
BBWA
4734
Bell & Brown Wealth Advisors
California
$308M -$2.43M -0.8% 2.75% 72 6.94%
GE
4735
General Electric
Ohio
$308M -$347M -53% 46.5% 47.5% 2 0%
EWM
4736
Elite Wealth Management
Washington
$308M -$59.2M -16% 8.64% 142% 63 38.1%
AC
4737
Alfreton Capital
United Kingdom
$308M +$70.4M +30% 16.5% 22.2% 5 20%
PC
4738
Pecaut & Co
Iowa
$308M -$1.98M -0.6% 2.99% 67.6% 73 13.7%
AWA
4739
Alta Wealth Advisors
Massachusetts
$308M +$8.69M +3% 1.75% 120% 187 25.13%
FUBT
4740
First United Bank & Trust
Maryland
$308M -$5.41M -2% 0.21% 69.2% 414 9.42%
ICP
4741
Islander Capital Partners
California
$308M +$86M +39% 16.8% 18 27.78%
ACM
4742
Argyle Capital Management
Pennsylvania
$308M +$8.22M +3% 6.11% 95.8% 140 4.29%
OFG
4743
Omega Financial Group
California
$308M +$3.69M +1% 1.06% 45.2% 117 18.8%
EFG
4744
Elevated Financial Group
Indiana
$308M +$18.5M +6% 1.98% 142 16.9%
ITB
4745
Idaho Trust Bank
Idaho
$308M +$5.69M +2% 0.23% 47.5% 108 12.96%
CP
4746
Capital Planning
Washington
$307M -$49.4M -14% 4.87% 68.9% 89 13.48%
TFA
4747
TPG Financial Advisors
Oregon
$307M +$7.86M +3% 0.95% 82 14.63%
CA
4748
Centerpoint Advisors
Massachusetts
$307M -$17.7M -5% 2.86% 74.2% 437 10.07%
NFG
4749
Norris Financial Group
South Carolina
$306M +$12.2M +4% 5.79% 142% 110 23.64%
MWA
4750
Medallion Wealth Advisors
Connecticut
$306M +$8.65M +3% 0.45% 1,164 7.56%