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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
TWM
5176
Trinity Wealth Management
Pennsylvania
$200M +$6.74M +3% 1.7% 53.5% 49 10.2%
AWA
5177
Alta Wealth Advisors
Massachusetts
$200M +$3.63M +2% 4.49% 87.6% 134 14.93%
TPWA
5178
Twin Peaks Wealth Advisors
California
$200M +$20.3M +11% 4.47% 137 14.6%
SFS
5179
Searcy Financial Services
Kansas
$200M +$3.96M +2% 1.98% 58.5% 27 11.11%
WFS
5180
Weitzel Financial Services
Iowa
$200M +$2.46M +1% 0.04% 42.4% 44 11.36%
UBG
5181
United Bank (Georgia)
Georgia
$200M +$3.65M +2% 3.91% 64.5% 97 5.15%
CCC
5182
Chelsea Counsel Company
California
$200M +$24M +14% 6.18% 94.6% 206 16.99%
IA
5183
IMZ Advisory
Florida
$200M +$6.43M +3% 2.56% 31 3.23%
AIM
5184
Aspen Investment Management
Michigan
$200M +$3.47M +2% 1.69% 84.9% 159 10.69%
TW
5185
Towerpoint Wealth
California
$200M +$1.28M +0.6% 1.97% 62.4% 85 7.06%
LSIA
5186
LaSalle St. Investment Advisors
Illinois
$200M +$22.2M +12% 1.84% 46.8% 185 36.22%
CWG
5187
Crown Wealth Group
North Carolina
$200M +$6.17M +3% 6.69% 86.2% 118 19.49%
MS
5188
Marshall & Sullivan
Washington
$200M -$1.95M -1% 1.32% 82% 41 0%
CGC
5189
Continental Grain Company
New York
$200M +$45.8M +30% 6.37% 5.22% 2 0%
BOCM
5190
Bontempo Ohly Capital Management
Maryland
$200M -$4.98M -2% 1.51% 41.5% 35 5.71%
DR
5191
Davis Rea
Ontario, Canada
$200M -$19.6M -9% 1.33% 50% 38 18.42%
RI
5192
Ridgewood Investments
New Jersey
$200M +$10.9M +6% 1.19% 800 73.13%
WCM
5193
Winthrop Capital Management
Indiana
$200M -$17.1M -8% 3.09% 177 18.08%
C
5194
CEDRUS
Colorado
$200M +$16.8M +9% 0.98% 19.8% 172 23.26%
PCG
5195
PFC Capital Group
California
$200M +$13.6M +7% 8.43% 78 14.1%
WAM
5196
Westport Asset Management
Connecticut
$200M -$471K -0.2% 0.59% 61.4% 76 5.26%
CA
5197
Calton & Associates
Florida
$200M -$5.46M -3% 2.6% 55.3% 199 10.55%
EA
5198
Everpar Advisors
Oklahoma
$200M +$35.3M +21% 3.66% 276 20.65%
MVP
5199
Medina Value Partners
California
$200M -$4.4M -2% 1.01% 78.1% 18 55.56%
AWG
5200
Altus Wealth Group
Colorado
$200M +$247K +0.1% 1.08% 68.6% 149 17.45%