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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
AW
4876
Avion Wealth
Texas
$112M +$7.05M +7% 3.33% 45.4% 47 8.51%
QPWM
4877
Quadrant Private Wealth Management
Pennsylvania
$112M +$3.04M +3% 5.22% 87.9% 116 12.07%
CNBT
4878
Cornerstone National Bank & Trust
Illinois
$112M 4.87% 33.9% 55
CCM
4879
Cribstone Capital Management
Maine
$112M -$53.8M -33% 5.94% 22.4% 587 32.88%
PCM
4880
Perkins Capital Management
Minnesota
$112M -$4.51M -4% 15.3% 303% 122 15.57%
SWM
4881
Sculati Wealth Management
Michigan
$112M 8.38% 72.3% 97
PWC
4882
PYA Waltman Capital
Tennessee
$111M 7.4% 62.4% 35
TC
4883
Tatro Capital
Kentucky
$111M 6.78% 59
ERM
4884
Elm Ridge Management
New York
$111M +$4.14M +4% 11.1% 93.6% 27 0%
SMC
4885
S. Muoio & Co
New York
$111M +$15.9M +17% 16.8% 327% 91 39.56%
SCP
4886
Seafarer Capital Partners
California
$111M +$58.2M +110% 15.5% 43% 2 0%
IAS
4887
Investment Advisory Services
Texas
$111M 6.49% 65.4% 72
PFA
4888
Pinnacle Family Advisors
Missouri
$111M -$2.3M -2% 8.79% 85.8% 88 29.55%
CRWM
4889
Castle Rock Wealth Management
California
$111M +$14.7M +15% 6.63% 105% 176 15.34%
SPL
4890
Smart Portfolios LLC
Washington
$111M -$1.85M -2% 3.88% 41.3% 53 11.32%
VCS
4891
Vaughan & Co Securities
New Jersey
$111M 6.96% 65.6% 170
FC
4892
Fusion Capital
South Carolina
$111M 8.34% 100% 65
CFGF
4893
Compass Financial Group (Florida)
Florida
$111M +$5.32M +5% 5.35% 44.1% 20 0%
IOOF
4894
Independent Order of Foresters
Ontario, Canada
$111M +$8.06M +8% 7.85% 66.3% 3 0%
TP
4895
Tranquility Partners
Tennessee
$111M +$16.4M +17% 9.58% 67.4% 166 16.87%
DFG
4896
Demars Financial Group
Washington
$111M 3.09% 59.6% 45
CMBA
4897
C.M. Bidwell & Associates
Hawaii
$111M +$9.5M +9% 7.97% 70.6% 474 29.32%
PG
4898
Prostatis Group
Maryland
$111M 7.38% 72.9% 78
GP
4899
Galileo PTC
British Virgin Islands
$111M +$20.4M +23% 22.8% 82.7% 2 0%
SFPG
4900
Stonebridge Financial Planning Group
Florida
$111M 8.35% 67.2% 365