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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
TW
4901
Towerpoint Wealth
California
$175M +$1.36M +0.8% 5.91% 62.4% 90 20%
BKA
4902
Brick & Kyle Associates
Pennsylvania
$175M +$2.71M +2% 8.71% 97.4% 57 3.51%
LD
4903
Lipe & Dalton
New York
$175M +$752K +0.4% 5.39% 89.6% 105 7.62%
ARIS
4904
Advanced Research Investment Solutions
California
$175M +$15.5M +10% 5.13% 13.1% 24 12.5%
LCM
4905
Leisure Capital Management
California
$174M -$19.1M -10% 5.86% 98% 149 12.75%
WCP
4906
Wick Capital Partners
Pennsylvania
$174M -$3.74M -2% 5.71% 60% 74 35.14%
PM
4907
Phraction Management
Connecticut
$174M +$22M +14% 7.23% 89.7% 47 6.38%
TPWM
4908
Twelve Points Wealth Management
Massachusetts
$174M +$27.3M +19% 5.08% 50.7% 171 9.36%
SN
4909
Sittner & Nelson
Oregon
$174M +$10.7M +7% 8.53% 88.1% 498 8.43%
GRIM
4910
Greenhaven Road Investment Management
Connecticut
$174M +$19.2M +12% 20.1% 70.2% 39 20.51%
BG
4911
Benedetti & Gucer
Georgia
$174M +$37.6M +28% 8.58% 42.7% 168 50%
ICVCFVA
4912
IDG China Venture Capital Fund V Associates
Hong Kong
$174M +$36M +26% 26.1% 7.34% 1 0%
CWM
4913
Capital Wealth Management
Rhode Island
$174M +$26.3M +18% 5.29% 46.7% 65 53.85%
CMG
4914
Cavalry Management Group
California
$174M -$73.9M -30% 42.3% 59.6% 35 80%
IAG
4915
Investment Advisory Group
Massachusetts
$174M +$10.9M +7% 5.63% 61.6% 141 7.09%
WMS
4916
Wealth Management Solutions
Pennsylvania
$174M -$16.6M -9% 2.05% 99 19.19%
PFT
4917
Providence First Trust
Arizona
$174M +$3.39M +2% 3.39% 64.1% 100 18%
BIA
4918
Bigelow Investment Advisors
Maine
$174M +$1.32M +0.8% 5.56% 67.1% 152 23.03%
UID
4919
Union Investments & Development
Israel
$174M +$3.36M +2% 13.6% 17% 55 21.82%
AWC
4920
Adamsbrown Wealth Consultants
Kansas
$173M +$8.74M +5% 3.77% 55.8% 83 16.87%
BDCM
4921
Black Diamond Capital Management
Connecticut
$173M +$10.5M +6% 10.5% 28.3% 12 0%
PFCS
4922
Pale Fire Capital SE
Czech Republic
$173M +$14.5M +9% 9.62% 223% 18 55.56%
IFO
4923
Independent Family Office
New York
$173M +$6.88M +4% 5.88% 68.4% 71 5.63%
CT
4924
Columbia Trust
Oregon
$173M -$6.19M -3% 7.97% 36% 139 10.79%
GI
4925
GS Investments
Minnesota
$173M +$11.4M +7% 7.84% 94.1% 155 4.52%