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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
TPWM
5401
Twelve Points Wealth Management
Massachusetts
$130M -$4.08M -3% 12.9% 50.7% 179 13.97%
GIA
5402
Goodwin Investment Advisory
Georgia
$130M -$16.1M -11% 15.4% 60.8% 236 40.25%
LAIC
5403
Lederer & Associates Investment Counsel
California
$130M -$33.5M -21% 13.2% 75.5% 91 4.4%
HFS
5404
Horizon Financial Services
North Carolina
$130M -$27.2M -17% 12.4% 39.5% 61 18.03%
CCP
5405
Cunning Capital Partners
North Carolina
$130M -$15.6M -11% 11.8% 268% 70 55.71%
PSC
5406
Prentiss Smith & Co
Vermont
$130M -$37.1M -22% 13.9% 63.9% 76 14.47%
WI
5407
WJ Interests
Texas
$130M 10.8% 50.6% 17
WR
5408
WD Rutherford
Oregon
$129M -$45.5M -26% 18.5% 170% 147 32.65%
BTIM
5409
BancFirst Trust & Investment Management
Oklahoma
$129M -$26.4M -17% 5.82% 44.9% 58 37.93%
VW
5410
Vance Wealth
California
$129M +$50.3M +64% 16.2% 66.4% 68 26.47%
SVBP
5411
Strategic Value Bank Partners
Ohio
$129M -$16.1M -11% 9.93% 98.1% 20 10%
EWG
5412
Executive Wealth Group
Washington
$129M -$23.3M -15% 14.5% 14.9% 48 8.33%
IWA
5413
IVC Wealth Advisors
Pennsylvania
$129M -$23M -15% 12.2% 70.8% 151 11.26%
TCFP
5414
Treasure Coast Financial Planning
Florida
$129M -$1.32M -1% 10.2% 32.6% 37 24.32%
MBFW
5415
Morton Brown Family Wealth
Pennsylvania
$129M -$3.23M -2% 12% 50% 319 57.68%
OCM
5416
Orion Capital Management
California
$129M -$37.1M -22% 15.4% 75.3% 452 16.37%
GBWM
5417
Granite Bay Wealth Management
New Hampshire
$129M +$5.53M +4% 17.1% 64 17.19%
BCM
5418
BCK Capital Management
Connecticut
$129M -$37.9M -23% 0.14% 161% 168 57.14%
QGA
5419
Q Global Advisors
Texas
$129M -$34.4M -21% 28.7% 79% 341 29.91%
APW
5420
Axim Planning & Wealth
Ohio
$129M 2.09% 3.66% 156
HFS
5421
HBC Financial Services
Washington
$129M -$9.78M -7% 13.7% 12.6% 193 12.44%
AIA
5422
Acute Investment Advisory
Arizona
$129M -$5.33M -4% 8.44% 15.3% 47 55.32%
CIG
5423
Cairn Investment Group
Washington
$129M -$29.3M -19% 12.9% 61.3% 82 19.51%
BRC
5424
Bell Rock Capital
Delaware
$129M +$21.4M +20% 11.8% 133 93.98%
AWM
5425
Altus Wealth Management
Kentucky
$129M -$16.7M -12% 15.7% 68.8% 40 15%