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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
TFA
5026
Trinity Financial Advisors
Ohio
$223M -$17.1K -0% 89
1W
5027
1776 Wealth
Georgia
$223M +$1.16M +0.5% 155
SCM
5028
Sio Capital Management
New York
$223M -$42M -16% 57
1CM
5029
14B Capital Management
California
$223M +$9.11M +4% 11
SG
5030
StoneX Group
New York
$223M +$9.12M +4% 501
BAM
5031
Bayshore Asset Management
Florida
$223M +$24M +12% 55
FW
5032
FullCircle Wealth
Texas
$223M +$18.9M +9% 192
RC
5033
Raine Capital
New York
$223M +$17.6M +9% 5
ICM
5034
IMS Capital Management
Oregon
$223M +$7.95M +4% 145
GCM
5035
Gibraltar Capital Management
Oklahoma
$223M +$1.49M +0.7% 56
TFA
5036
TPG Financial Advisors
Oregon
$222M +$10.9M +5% 72
TA
5037
Teramo Advisors
Florida
$222M +$20M +10% 8
BWG
5038
Beta Wealth Group
California
$222M +$10.8M +5% 111
SSI
5039
SVF Sponsor III
California
$222M -$97.9M -31% 1
ORG
5040
Optimist Retirement Group
Washington
$222M +$31.3M +16% 135
JAM
5041
JW Asset Management
Florida
$221M -$21.2M -9% 17
WFA
5042
WMG Financial Advisors
Tennessee
$221M +$32.4M +17% 178
CNBT
5043
Cornerstone National Bank & Trust
Illinois
$221M +$17.6M +9% 167
SSW
5044
Smith Shellnut Wilson
Mississippi
$221M +$15.2M +7% 152
MWM
5045
MTC Wealth Management
Florida
$221M +$11.1M +5% 14
GCM
5046
Goldstream Capital Management
Hong Kong
$221M +$11.1M +5% 48
CWM
5047
Collaborative Wealth Management
Florida
$221M +$16.5M +8% 178
PCA
5048
Prospect Capital Advisors
California
$221M -$16M -7% 28
NME
5049
Notis-McConarty Edward
$221M -$33.5M -13% 90
MIM
5050
Meros Investment Management
Texas
$221M +$9.51M +4% 44