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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
TPWA
4851
Twin Peaks Wealth Advisors
California
$293M -$16M -5% 10.9% 2,271 92.82%
BIMC
4852
Benson Investment Management Company
Virginia
$293M +$28.8M +11% 10.1% 91.6% 60 23.33%
WW
4853
Westshore Wealth
California
$293M +$32M +12% 7.36% 44.5% 107 14.95%
FP
4854
Flagship Pioneering
Massachusetts
$293M +$24.2M +9% 12.9% 39.2% 4 0%
OAM
4855
Oak Asset Management
California
$292M +$13.4M +5% 10.1% 78% 108 6.48%
QAM
4856
Q3 Asset Management
Michigan
$292M +$9.12M +3% 6.54% 96.4% 80 73.75%
SFS
4857
Solitude Financial Services
Virginia
$292M +$16.2M +6% 7.13% 55.4% 42 19.05%
SC
4858
Stephens Consulting
Michigan
$292M -$130M -31% 6.21% 50.1% 1,226 71.7%
LCM
4859
Leisure Capital Management
California
$292M +$26.7M +10% 11% 98% 147 11.56%
VU
4860
Valence8 US
Massachusetts
$292M +$54.1M +23% 6.83% 53.9% 14 14.29%
TJHA
4861
Thomas J. Herzfeld Advisors
Florida
$292M +$11.3M +4% 3.17% 17.9% 121 24.79%
BC
4862
Barrett & Company
Rhode Island
$292M +$25M +9% 7.59% 74.8% 659 6.53%
SFS
4863
Shaker Financial Services
Virginia
$292M +$15.8M +6% 3.4% 13.1% 173 28.9%
LIG
4864
Lokken Investment Group
Delaware
$291M +$31.6M +12% 7.4% 65.3% 152 11.84%
ROC
4865
Robertson Opportunity Capital
Texas
$291M +$21.6M +8% 8.12% 93.4% 28 0%
SCI
4866
Silver Coast Investments
United States
$291M +$15.9M +6% 5.9% 116 10.34%
TAFW
4867
Tred Avon Family Wealth
Maryland
$291M 6.57% 237
AW
4868
Alteri Wealth
California
$291M +$33.2M +13% 10.4% 290 9.31%
PS
4869
Planned Solutions
California
$291M +$28M +11% 6.65% 60.8% 138 10.87%
HP
4870
Hartree Partners
New York
$291M -$64.6M -18% 14.2% 163% 110 67.27%
SIC
4871
Samalin Investment Counsel
New York
$291M +$29.6M +11% 7.74% 62.8% 337 15.13%
EP
4872
Essential Planning
New Hampshire
$290M +$21.9M +8% 4.56% 32.7% 85 3.53%
BFA
4873
Buttonwood Financial Advisors
Maryland
$290M +$41.3M +17% 4.97% 66.3% 103 3.88%
VW
4874
Veridan Wealth
Oregon
$290M 19.8% 79
HAM
4875
Harmony Asset Management
Arizona
$290M +$23.2M +9% 9.45% 180 11.11%