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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
AWA
5301
ARQ Wealth Advisors
Arizona
$154M +$17.9M +13% 4.74% 53.3% 59 16.95%
PIM
5302
Profit Investment Management
Maryland
$154M +$2.48M +2% 5.2% 101% 76 2.63%
TA
5303
TKG Advisors
Indiana
$154M -$6.63M -4% 6.17% 104% 121 46.28%
CFS
5304
CGC Financial Services
Oregon
$154M 1.8% 41.1% 359
AWM
5305
AllSquare Wealth Management
New York
$154M -$709K -0.5% 3.74% 62.4% 574 4.36%
BAM
5306
Byrne Asset Management
New Jersey
$154M +$13.8M +10% 6.46% 116% 654 29.82%
PWM
5307
Pacific Wealth Management
California
$154M -$1.95M -1% 1.43% 37.5% 28 10.71%
GIS
5308
Grayhawk Investment Strategies
Alberta, Canada
$154M -$54.9M -26% 4.51% 20.3% 148 2.7%
KCP
5309
Keyframe Capital Partners
New York
$154M -$2.9M -2% 3.78% 15.9% 14 35.71%
PDN
5310
Pensionfund DSM Netherlands
Netherlands
$154M +$5.79M +4% 2.9% 36.6% 73 1.37%
CAM
5311
Crown Advisors Management
California
$153M +$19.5M +15% 14.2% 216% 56 19.64%
MC
5312
Metavasi Capital
New York
$153M +$19.3M +14% 25.1% 656% 43 65.12%
LIG
5313
Lokken Investment Group
Delaware
$153M +$21.7M +17% 4.73% 65.3% 137 11.68%
TCM
5314
Tandem Capital Management
New Jersey
$153M +$11.4M +8% 7.94% 83.8% 110 7.27%
BFA
5315
BMS Financial Advisors
South Dakota
$153M +$8.7M +6% 4.61% 127 26.77%
WMS
5316
Wealth Management Solutions
Pennsylvania
$153M -$20.4M -12% 3.39% 93 12.9%
GP
5317
Geneva Partners
Wisconsin
$153M +$36.4M +31% 15% 252% 86 45.35%
QCIG
5318
Quad-Cities Investment Group
Iowa
$153M +$8.77M +6% 5% 61% 184 12.5%
EWA
5319
Etesian Wealth Advisors
Oregon
$153M +$2.99M +2% 5.19% 54.8% 109 5.5%
TL
5320
TowerView LLC
New York
$153M -$886K -0.6% 2.01% 23.3% 26 19.23%
LAM
5321
Lapides Asset Management
Connecticut
$153M -$11.9M -7% 1.95% 63% 54 12.96%
SOAG
5322
Silver Oak Advisory Group
Oregon
$153M +$4.15M +3% 1.24% 20.1% 57 3.51%
TCMX
5323
Technology Crossover Management XI
California
$153M +$25.7M +20% 20.2% 177% 1 0%
NAG
5324
Northstar Advisory Group
New Jersey
$153M +$19.3M +14% 9.34% 141% 96 29.17%
CF
5325
Concorde Financial
Texas
$153M +$15.6M +11% 2.5% 85.6% 35 5.71%