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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
TCM
5976
Tandem Capital Management
New Jersey
$238M +$38.1M +19% 29% 120% 121 11.57%
SAM
5977
Soviero Asset Management
New York
$238M +$37.5M +19% 37.8% 676% 82 52.44%
GRWP
5978
Green Ridge Wealth Planning
New Jersey
$238M +$47.7M +25% 23.3% 98 16.33%
HAS
5979
Horizon Advisory Services
New York
$238M +$42.2M +22% 7.12% 52 11.54%
BCFD
5980
Boit C.F. David
$238M +$12.3M +5% 11.8% 75.4% 118 28.81%
CSA
5981
Cornerstone Select Advisors
Missouri
$238M +$77.9M +49% 50.2% 155 23.87%
BPW
5982
BlueDoor Private Wealth
Massachusetts
$238M +$21.7M +10% 10.8% 171 18.13%
T
5983
Tableaux
Massachusetts
$238M +$31M +15% 12.1% 125 13.6%
NB
5984
NBH Bank
Colorado
$237M 16.2% 552
CFIM
5985
Client First Investment Management
Wisconsin
$237M +$44.9M +23% 43.8% 36 77.78%
GPWM
5986
Grant Private Wealth Management
California
$237M +$48.7M +26% 26.7% 171 14.04%
CPI
5987
Crestview Partners III
New York
$237M +$42.1M +22% 27.4% 51.2% 2 50%
SAM
5988
Sequent Asset Management
Texas
$237M +$28.2M +13% 13.4% 51.3% 99 19.19%
AIA
5989
Arcadia Investment Advisors
Idaho
$237M +$25.3M +12% 11.2% 51.4% 83 6.02%
RF
5990
RetireMitten Financial
Michigan
$237M +$30.3M +15% 10% 182 74.18%
BTIM
5991
BancFirst Trust & Investment Management
Oklahoma
$237M +$10.7M +5% 1.05% 44.9% 67 40.3%
TBF
5992
True Blue Financial
Michigan
$237M +$110M +87% 10% 62 17.74%
CA
5993
Continental Advisors
Utah
$237M +$40.9M +21% 4.99% 69% 54 14.81%
GSF
5994
Grove Street Fiduciary
New Hampshire
$237M +$9.84M +4% 6.12% 80 13.75%
TRIA
5995
Trail Ridge Investment Advisors
Colorado
$237M +$6.72M +3% 13.2% 76% 105 17.14%
CFGF
5996
Compass Financial Group (Florida)
Florida
$237M +$14.9M +7% 9.25% 44.1% 52 11.54%
AL
5997
ADE LLC
Maryland
$237M +$28M +13% 12.6% 52.2% 96 13.54%
MWA
5998
Miller Wealth Advisors
Colorado
$237M -$23.1M -9% 8.89% 117% 126 10.32%
TCM
5999
TAM Capital Management
Connecticut
$237M +$31.7M +15% 7.68% 4.15% 10 40%
IWMWV
6000
Ironwood Wealth Management (West Virginia)
West Virginia
$237M +$13.4M +6% 8.55% 35.2% 31 32.26%