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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
PW
5226
Potentia Wealth
California
$259M -$13.9M -5% 2.73% 97 11.34%
BFA
5227
Bluestem Financial Advisors
Illinois
$259M +$73.4K +0% 1.03% 39.5% 34 14.71%
QP
5228
Quartz Partners
New York
$259M -$9.92M -4% 4.01% 192 25%
CC
5229
Colrain Capital
Massachusetts
$259M +$76.7M +42% 12.7% 27 22.22%
NAM
5230
NewGen Asset Management
Ontario, Canada
$259M +$96.6M +60% 0.27% 402% 42 73.81%
CCAM
5231
Codex Capital Asset Management
Texas
$259M -$16.6M -6% 5.3% 33 18.18%
HCM
5232
HMS Capital Management
Tennessee
$259M +$16.8M +7% 0.95% 130% 121 21.49%
BFP
5233
Beacon Financial Planning
Massachusetts
$258M +$50.8M +25% 1.68% 71.1% 76 32.89%
GWM
5234
Glass Wealth Management
Texas
$258M +$14.3M +6% 5.84% 68 17.65%
MCA
5235
Mendon Capital Advisors
Florida
$258M -$79.7M -24% 1.12% 74 40.54%
OFS
5236
OMC Financial Services
New York
$258M -$10.4M -4% 3.02% 66 3.03%
SI
5237
Stash Investments
New York
$258M +$8.43M +3% 1.55% 5 0%
T
5238
TrustBank
Illinois
$258M +$18.1M +8% 1.52% 166 23.49%
AWMT
5239
AAFMAA Wealth Management & Trust
North Carolina
$258M +$2.64M +1% 1.84% 58.8% 103 24.27%
CAG
5240
Carroll Advisory Group
Texas
$258M +$26.5M +11% 1.04% 76 15.79%
AC
5241
AMS Capital
Brazil
$257M -$989K -0.4% 13.9% 63.1% 16 18.75%
TC
5242
Towle & Co
Colorado
$257M -$121M -32% 16.1% 172% 68 55.88%
CCA
5243
Cruiser Capital Advisors
Connecticut
$257M +$139M +118% 8.77% 131% 60 23.33%
ACM
5244
ADW Capital Management
Florida
$257M +$123M +92% 6.57% 75.7% 12 66.67%
HC
5245
Hillman Company
Pennsylvania
$257M -$31.3M -11% 0.13% 134% 17 23.53%
GCCM
5246
Gate City Capital Management
Illinois
$257M +$26M +11% 13.2% 19 26.32%
EBWM
5247
Eagle Bluffs Wealth Management
Missouri
$257M +$9.96M +4% 3.61% 95.3% 82 4.88%
HFRG
5248
Houlihan Financial Resource Group
Virginia
$257M -$6.39M -2% 1.94% 50.6% 110 3.64%
PHAM
5249
Palisades Hudson Asset Management
Florida
$257M -$1.36M -0.5% 0.23% 66.8% 109 8.26%
Axa
5250
Axa
France
$256M +$45.1M +21% 4.07% 86.3% 82 20.73%