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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
TWA
5126
Tandem Wealth Advisors
Arizona
$161M +$3.27M +2% 5.19% 43.1% 85 48.24%
MA
5127
MBA Advisors
Pennsylvania
$161M +$7.76M +5% 4.63% 58.3% 133 16.54%
ZIG
5128
Zullo Investment Group
Pennsylvania
$161M -$2.83M -2% 14.2% 116% 767 82.01%
TA
5129
TKG Advisors
Indiana
$160M +$8.62M +6% 5.91% 104% 109 40.37%
RHAM
5130
Round Hill Asset Management
California
$160M -$1.41M -0.9% 2.54% 43.2% 61 6.56%
PMIA
5131
Patrick Mauro Investment Advisor
Illinois
$160M +$5.91M +4% 3.19% 31.7% 43 9.3%
KCFA
5132
Key Client Fiduciary Advisors
New Jersey
$160M +$12.1M +8% 4.34% 95.1% 174 12.07%
PIP
5133
Peachtree Investment Partners
Florida
$160M -$3.78M -2% 7.6% 92.2% 97 6.19%
SVG
5134
Sun Valley Gold
Idaho
$160M +$13.7M +9% 18.4% 160% 13 38.46%
IIM
5135
Ironwood Investment Management
Massachusetts
$160M +$8.27M +5% 9.53% 164% 167 4.19%
TCB
5136
Texas Capital Bancshares
Texas
$160M +$17.2M +12% 13.4% 175% 89 12.36%
ML
5137
Mayport LLC
Massachusetts
$160M +$26M +19% 6.82% 57% 66 15.15%
PAM
5138
Peninsula Asset Management
Florida
$160M -$3.29M -2% 5.02% 44.1% 45 11.11%
MPPW
5139
Mitchell & Pahl Private Wealth
Oklahoma
$160M +$7.35M +5% 3.59% 75.2% 155 6.45%
LSA
5140
Lansing Street Advisors
Pennsylvania
$160M +$13.7M +9% 4.65% 378 27.25%
CCC
5141
Cincinnati Casualty Company
Ohio
$160M -$2.66M -2% 0.31% 56% 26 0%
CFGF
5142
Compass Financial Group (Florida)
Florida
$159M +$6.1M +4% 2.93% 44.1% 32 3.13%
UFG
5143
United Fire Group
Iowa
$159M -$9.73M -6% 0.1% 27.4% 46 4.35%
CWP
5144
Corepath Wealth Partners
Arizona
$159M +$9.23M +6% 4.95% 56% 40 5%
SP
5145
Successful Portfolios
Florida
$159M +$5.95M +4% 7.12% 101% 202 12.87%
BCM
5146
Brookmont Capital Management
Texas
$159M -$3.85M -2% 1.02% 36.6% 51 11.76%
CWA
5147
Clarus Wealth Advisors
Arizona
$159M +$6.42M +4% 7.28% 149 38.93%
TB
5148
Treynor Bancshares
Iowa
$159M +$13.8M +10% 4.02% 3.35% 73 2.74%
HCM
5149
HMS Capital Management
Tennessee
$159M -$15.9M -9% 7.98% 130% 115 26.09%
CWM
5150
Collaborative Wealth Management
Florida
$159M +$6.55M +4% 4.66% 41.6% 178 10.11%