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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
TFP
6401
Tilia Fiduciary Partners
North Carolina
$128M +$4.55M +4% 1.56% 69.4% 99 4.04%
AA
6402
Atmos Advisory
Pennsylvania
$128M +$2.97M +2% 0.38% 30.2% 20 0%
WA
6403
WESPAC Advisors
California
$128M -$44M -26% 5.18% 84.5% 188 35.64%
WCM
6404
Windham Capital Management
Massachusetts
$128M +$683K +0.5% 1.16% 8.3% 44 0%
SAM
6405
Steinberg Asset Management
New York
$128M +$9.81M +8% 13% 114% 44 4.55%
FWMM
6406
Foundation Wealth Management (Missouri)
Missouri
$128M +$4.94M +4% 2.61% 50.7% 46 17.39%
MCM
6407
Mork Capital Management
California
$128M -$5.04M -4% 3.82% 45.7% 109 3.67%
TIM
6408
Thor Investment Management
Ohio
$127M +$1.18M +0.9% 1.08% 44 2.27%
FFP
6409
Forbes Financial Planning
Rhode Island
$127M +$11.1M +10% 1.01% 46.7% 32 15.63%
EAM
6410
Eschler Asset Management
United Kingdom
$127M -$27.4M -18% 1.02% 205% 110 63.64%
CAM
6411
Campion Asset Management
Virginia
$127M -$2.14M -2% 0.75% 59.3% 101 5.94%
GL
6412
Gerber LLC
Ohio
$127M +$8.01M +7% 1.35% 101 8.91%
TS
6413
Twin Securities
New York
$127M +$26.8M +27% 1.93% 467% 19 63.16%
CPG
6414
Custom Portfolio Group
Colorado
$127M +$5.58M +5% 1.8% 242 4.55%
CRIG
6415
Charter Research & Investment Group
Connecticut
$127M +$816K +0.6% 3.01% 71.1% 84 3.57%
LW
6416
Lauer Wealth
Indiana
$127M +$11.7M +10% 2.51% 75.5% 48 18.75%
SFC
6417
Sprinkle Financial Consultants
Colorado
$127M +$9.75M +8% 1.69% 71 15.49%
TC
6418
Taika Capital
Florida
$127M -$67.4M -35% 7.23% 68.3% 65 60%
HWM
6419
Howard Wealth Management
Connecticut
$127M +$3.82M +3% 3.21% 60.3% 106 14.15%
TNAM
6420
Terra Nova Asset Management
New York
$127M +$1.21M +1% 5.28% 128% 86 6.98%
SCM
6421
Spring Capital Management
Texas
$127M -$6.02M -5% 2.73% 62.6% 34 26.47%
BW
6422
Basepoint Wealth
Iowa
$127M -$6.2M -5% 3.78% 109% 116 5.17%
EFG
6423
Ehrlich Financial Group
California
$127M +$7.9M +7% 1.91% 118 31.36%
DWS
6424
Discipline Wealth Solutions
South Carolina
$127M +$18.7M +17% 0.19% 29 34.48%
SKK
6425
Shepherd Kaplan Krochuk
Massachusetts
$127M +$1.33M +1% 1.4% 29.8% 59 10.17%