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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
TFA
4801
Trinity Financial Advisors
Ohio
$188M +$1.87M +1% 1.96% 69.5% 81 18.52%
VVM
4802
Versant Venture Management
California
$188M +$104M +123% 5.86% 409% 9 22.22%
LWA
4803
Lowe Wealth Advisors
Maryland
$188M -$9.08M -5% 2.23% 63.3% 371 21.83%
SFG
4804
Socha Financial Group
New York
$188M -$1.71M -0.9% 3.34% 81.5% 29 6.9%
HS
4805
Horan Securities
United States
$188M -$48.3M -20% 3.85% 50.1% 722 85.73%
DIP
4806
Davis Investment Partners
North Carolina
$188M -$21.8M -10% 3.82% 88.9% 121 17.36%
CA
4807
Continental Advisors
Utah
$188M -$33.6M -15% 0.91% 69% 55 9.09%
AGWCA
4808
Annis Gardner Whiting Capital Advisors
Florida
$187M 3.59% 85% 679
AC
4809
Amitell Capital
Singapore
$187M -$15.2M -7% 3.32% 196% 43 32.56%
SCG
4810
Sonata Capital Group
Washington
$187M -$6.13M -3% 3.56% 57.4% 108 4.63%
WMA
4811
West Michigan Advisors
Michigan
$187M -$63.1M -25% 2.49% 86.6% 262 48.47%
TIA
4812
Tiemann Investment Advisors
California
$187M -$9.34M -5% 3.89% 77% 195 7.69%
CH
4813
CVS Health
Rhode Island
$187M -$6.34M -3% 2.48% 48.7% 9 0%
CPP
4814
Capasso Planning Partners
South Carolina
$187M +$944K +0.5% 3.36% 51.6% 106 15.09%
TPW
4815
Transatlantique Private Wealth
New York
$187M -$4.81M -3% 2.91% 89% 212 12.26%
HFRG
4816
Houlihan Financial Resource Group
Virginia
$187M -$3.03B -94% 2.85% 50.6% 180 73.33%
MAM
4817
MPM Asset Management
Massachusetts
$187M -$17.2M -8% 6.09% 5.89% 8 12.5%
MMM
4818
Mendel Money Management
Illinois
$186M -$8M -4% 4.41% 75.4% 127 5.51%
BWM
4819
BNC Wealth Management
Oregon
$186M -$1.95M -1% 0.92% 193% 106 14.15%
ITFISA
4820
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$186M -$22.9M -11% 6.32% 183% 169 33.73%
APWM
4821
Atlas Private Wealth Management
New York
$186M -$3.36M -2% 2.36% 19.8% 120 9.17%
IIA
4822
ICW Investment Advisors
Arizona
$186M -$19.4K -0% 4.31% 50.1% 135 2.96%
FF
4823
Fluent Financial
Texas
$186M +$31.9M +21% 4.02% 42.5% 87 17.24%
SPI
4824
Santori & Peters Inc
Pennsylvania
$186M -$13.4M -7% 3.73% 88% 58 8.62%
CWA
4825
Centennial Wealth Advisory
Michigan
$186M -$5.65M -3% 2.58% 57.6% 143 13.99%