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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
TAM
4801
Townsend Asset Management
North Carolina
$219M +$20.4M +10% 12.4% 77% 205 14.63%
TLP
4802
Tri Locum Partners
New York
$219M -$94M -30% 14.8% 357% 66 71.21%
BAMG
4803
Brand Asset Management Group
Missouri
$219M +$23.7M +12% 10.1% 70.2% 78 8.97%
SWM
4804
Seaside Wealth Management
California
$219M +$21.8M +11% 9.96% 53.4% 53 9.43%
RWM
4805
Reston Wealth Management
Virginia
$219M +$20.5M +10% 9.9% 60.7% 55 16.36%
CFS
4806
CGC Financial Services
Oregon
$218M +$75.2M +53% 8.22% 41.1% 385 15.32%
TFIPS
4807
Towarzystwo Funduszy Inwestycyjnych PZU SA
$218M 17.7% 558
FRA
4808
Front Row Advisors
California
$218M +$661K +0.3% 12.7% 142% 929 48.98%
IAG
4809
Investment Advisory Group
Massachusetts
$218M +$25.2M +13% 9.84% 61.6% 155 12.26%
WCCM
4810
Webs Creek Capital Management
Texas
$217M -$7.04M -3% 6.13% 133% 15 60%
NOI
4811
Newton One Investments
Delaware
$217M +$49.5M +29% 8.36% 38.7% 126 11.11%
ACM
4812
Altai Capital Management
California
$217M +$86.4M +66% 50.5% 24.9% 7 28.57%
MIRH
4813
Madison International Realty Holdings
New York
$217M -$9.22M -4% 6.25% 3 33.33%
VIG
4814
Vienna Insurance Group
Poland
$217M -$7.18M -3% 13.6% 188% 92 2.17%
HIS
4815
Harvest Investment Services
Illinois
$217M +$61.8M +40% 13.8% 282% 206 46.12%
SFG
4816
Snider Financial Group
Washington
$217M +$10.2M +5% 10.9% 73.7% 62 14.52%
SRA
4817
Summit Rock Advisors
New York
$217M +$14.2M +7% 4.67% 4 50%
WW
4818
Westshore Wealth
California
$217M +$36.7M +20% 9.91% 58.8% 103 18.45%
SWMG
4819
Signature Wealth Management Group
Georgia
$216M 7.61% 99
WCM
4820
Weik Capital Management
Pennsylvania
$216M +$13M +6% 9.79% 66.9% 95 5.26%
SHA
4821
Seneca House Advisors
Virginia
$216M +$23.8M +12% 11.2% 58.2% 80 8.75%
DP
4822
Denver PWM
Colorado
$216M -$23.2M -10% 7.74% 44.8% 112 38.39%
FBT
4823
First Bankers Trust
Kentucky
$216M +$17.2M +9% 8.67% 78.9% 121 9.09%
HZ
4824
Hixon Zuercher
Ohio
$215M +$24.6M +13% 12.1% 87.5% 64 12.5%
BBWA
4825
Bell & Brown Wealth Advisors
California
$215M 12.6% 74