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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
PHAM
5251
Palisades Hudson Asset Management
Florida
$257M -$1.36M -0.5% 0.23% 66.8% 109 8.26%
Axa
5252
Axa
France
$256M +$45.1M +21% 4.07% 101% 82 20.73%
CIA
5253
Corigliano Investment Advisers
North Carolina
$256M -$25.6M -9% 41.2% 57 63.16%
KAM
5254
Krensavage Asset Management
New York
$256M -$27.4M -10% 0.48% 124% 22 27.27%
TWM
5255
Trueblood Wealth Management
Ohio
$256M -$538K -0.2% 1.46% 265 8.3%
PCM
5256
Peirce Capital Management
Texas
$256M +$4.43M +2% 2.97% 46 13.04%
HP
5257
Highlander Partners
Texas
$256M -$23.2M -8% 12.6% 241% 68 36.76%
CA
5258
Cumberland Advisors
Florida
$255M -$8.29M -3% 1.24% 73.5% 50 6%
WFC
5259
Western Financial Corp
California
$255M +$3.33M +1% 2.35% 260% 152 42.11%
APIM
5260
Agate Pass Investment Management
Washington
$255M -$13.7M -5% 1.93% 68% 109 6.42%
KIG
5261
Kennedy Investment Group
New Jersey
$255M -$9.74M -4% 2.65% 84.8% 147 12.93%
2
5262
2Xideas
Switzerland
$255M -$102M -29% 4.93% 40.6% 53 16.98%
CIM
5263
Caldwell Investment Management
Ontario, Canada
$255M +$92.5M +57% 2.66% 162% 65 67.69%
JFG
5264
Juno Financial Group
Virginia
$255M +$5.27M +2% 0.11% 71 4.23%
PIP
5265
Palisades Investment Partners
California
$255M -$9.65M -4% 1.52% 56 17.86%
WFP
5266
Wrenne Financial Planning
Kentucky
$255M +$9.21M +4% 0.38% 52 7.69%
LRIC
5267
Long Road Investment Counsel
Michigan
$255M -$8.95M -3% 4.25% 53.8% 81 6.17%
GAMC
5268
Garner Asset Management Corp
Texas
$255M -$5.64M -2% 3.46% 95.3% 425 63.29%
TIA
5269
Tiemann Investment Advisors
California
$255M -$2.53M -1% 1.11% 77% 217 11.98%
WWM
5270
Westwood Wealth Management
California
$255M +$122M +92% 7.64% 254% 130 86.15%
CWA
5271
Choice Wealth Advisors
Maine
$255M +$1.85M +0.7% 0.32% 52.3% 38 21.05%
VWM
5272
Vermillion Wealth Management
Minnesota
$255M +$8.68M +4% 0.74% 1,582 61.82%
IGM
5273
Incline Global Management
New York
$255M -$38M -13% 13.2% 40.1% 36 50%
LBWM
5274
Left Brain Wealth Management
Illinois
$255M -$34.5M -12% 1.57% 357% 103 41.75%
TF
5275
Tenon Financial
New Jersey
$255M +$17.3M +7% 1.46% 55 12.73%