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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
4751
TSA Wealth Management
Texas
$251M +$5.7M +2% 0.74% 76 21.05%
MIM
4752
Montgomery Investment Management
Maryland
$251M -$2.74M -1% 0.55% 98.4% 97 12.37%
BHA
4753
Beech Hill Advisors
New York
$251M -$15.9M -6% 4.01% 105% 102 6.86%
FI
4754
Financial Insights
Washington
$251M -$18.2M -7% 2.79% 62.1% 120 16.67%
DK
4755
David Kennon
Florida
$251M -$2.32M -0.9% 1.49% 46.9% 38 10.53%
CIA
4756
Cape Investment Advisory
Georgia
$251M -$4.67M -2% 1.39% 65.2% 1,206 11.28%
KFA
4757
Kelleher Financial Advisors
New York
$251M -$14M -5% 0.25% 73.2% 136 22.79%
IWN
4758
Independent Wealth Network
Iowa
$251M +$4.24M +2% 0.64% 75.1% 254 10.63%
TPW
4759
Transatlantique Private Wealth
New York
$251M -$12.6M -5% 2.84% 89% 217 12.44%
VWM
4760
Vigilare Wealth Management
Arizona
$250M +$4.15M +2% 0.06% 56.9% 106 18.87%
ACM
4761
Allred Capital Management
Texas
$250M -$8.14M -3% 0.77% 58.6% 177 11.3%
IP
4762
Indigo Partners
Arizona
$250M -$136M -35% 34.9% 43.8% 2 0%
WPW
4763
Watershed Private Wealth
Illinois
$250M -$6.3M -2% 2.71% 71.4% 120 14.17%
GB
4764
Goepper Burkhardt
South Carolina
$250M +$3.88M +2% 2.43% 43.8% 99 19.19%
ACG
4765
Anchorage Capital Group
New York
$250M -$34.1M -12% 9.86% 18.9% 7 0%
PHWM
4766
Pine Harbor Wealth Management
Maryland
$250M +$1.53M +0.6% 1.93% 101 8.91%
APTFM
4767
AGUR Provident & Training Funds Management
Israel
$250M -$11.5M -4% 5.5% 72.4% 22 13.64%
GU
4768
Georgetown University
District of Columbia
$250M -$89.6M -26% 0.56% 73.1% 18 11.11%
PAM
4769
Pegasus Asset Management
New York
$250M -$15.4M -6% 4.65% 82% 69 11.59%
RL
4770
Rogco LP
Oklahoma
$250M +$4.3M +2% 0.35% 53.3% 226 10.18%
EFM
4771
Eley Financial Management
Vermont
$250M -$7.16M -3% 2.44% 61.9% 68 2.94%
SAMT
4772
Select Asset Management & Trust
Pennsylvania
$250M -$8.5M -3% 1.27% 60.9% 78 16.67%
AC
4773
AXQ Capital
New Jersey
$249M +$27.3M +12% 6.76% 23.9% 716 75.98%
ACP
4774
Arcus Capital Partners
Georgia
$249M -$67M -21% 1.3% 82.6% 142 39.44%
SIM
4775
Strategic Investment Management
Virginia
$249M -$40.9M -14% 2.37% 53.3% 21 4.76%