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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
TCB
4801
Texas Capital Bancshares
Texas
$276M +$41.5M +18% 19.6% 175% 84 10.71%
SPI
4802
Santori & Peters Inc
Pennsylvania
$276M +$28.4M +11% 10.7% 88% 71 12.68%
FPGT
4803
Financial Partners Group (Tennessee)
Tennessee
$276M +$45.9M +20% 3.88% 95 22.11%
TC
4804
TFR Capital
Texas
$276M +$35.9M +15% 12.8% 167 11.98%
TAM
4805
Townsend Asset Management
North Carolina
$276M +$16.7M +6% 9.01% 77% 187 12.3%
OFW
4806
Omnia Family Wealth
Florida
$276M +$37M +15% 10.8% 80.6% 106 17.92%
SFS
4807
Solitude Financial Services
Virginia
$276M +$18.5M +7% 4.03% 55.4% 39 7.69%
PA
4808
Pineridge Advisors
Missouri
$276M +$20M +8% 5.55% 590 18.64%
CHJWM
4809
Carlton Hofferkamp & Jenks Wealth Management
Texas
$276M +$33.6M +14% 5.75% 58.2% 140 5%
ACM
4810
Argyle Capital Management
Pennsylvania
$276M +$6.59M +2% 5.75% 95.8% 132 1.52%
SFS
4811
Shaker Financial Services
Virginia
$276M +$18.9M +7% 5.18% 13.1% 176 29.55%
C1AG
4812
Client 1st Advisory Group
Florida
$276M +$18.8M +7% 8.81% 57.4% 141 14.18%
BCC
4813
Bain Capital Credit
Massachusetts
$276M -$133M -33% 5.69% 14.7% 7 28.57%
ACM
4814
Aubrey Capital Management
United Kingdom
$275M +$26.5M +11% 22.6% 296% 56 25%
ATC
4815
Adirondack Trust Company
New York
$275M +$19.5M +8% 9.4% 84.9% 498 7.83%
MWP
4816
Meredith Wealth Planning
Illinois
$275M +$48.7M +21% 8.99% 66.3% 62 20.97%
CWM
4817
Castle Wealth Management
Florida
$275M +$19.9M +8% 7.87% 48.6% 130 9.23%
SCI
4818
Silver Coast Investments
United States
$275M +$11.7M +4% 4.99% 111 13.51%
IWN
4819
Independent Wealth Network
Iowa
$275M +$24.1M +10% 8.16% 75.1% 263 8.75%
WPW
4820
Watershed Private Wealth
Illinois
$275M +$24.6M +10% 10.9% 71.4% 116 13.79%
VAM
4821
Vert Asset Management
California
$275M -$16.3M -6% 0.68% 43.6% 45 0%
SC
4822
Sykon Capital
New York
$274M +$10.9M +4% 8.93% 53.7% 97 48.45%
NMC
4823
Nine Masts Capital
Hong Kong
$274M +$123M +82% 16% 76.5% 129 69.77%
IWMA
4824
Ironwood Wealth Management (Arizona)
Arizona
$274M -$51.8M -16% 5.5% 31.1% 43 4.65%
CIA
4825
Cape Investment Advisory
Georgia
$274M +$22.9M +9% 8.58% 65.2% 1,272 18.79%