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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
6501
Thoma Capital Management
Maryland
$174M -$509K -0.3% 1.32% 62 8.06%
FPH
6502
Financial Planning Hawaii
Hawaii
$174M 3.03% 128
MWM
6503
Melfa Wealth Management
Massachusetts
$174M +$2.95M +2% 1.3% 42.9% 207 8.21%
YWM
6504
Yukon Wealth Management
Kansas
$174M -$132M -43% 1.89% 135 45.19%
DWM
6505
Defined Wealth Management
Oregon
$173M +$1.26M +0.7% 1.58% 70.3% 110 4.55%
OAS
6506
Optivise Advisory Services
Tennessee
$173M +$5.34M +3% 2.37% 231 29%
TA
6507
Tiptree Advisors
New York
$173M +$13.5M +8% 7.75% 27 44.44%
TWM
6508
TLW Wealth Management
Florida
$173M -$1.39M -0.8% 4.97% 82.9% 19 0%
WSA
6509
Wealth Science Advisors
Georgia
$173M 3.49% 71
HSM
6510
H Squared Management
New York
$173M 1.01% 11
SBCM
6511
Silverberg Bernstein Capital Management
New York
$173M +$8.38M +5% 6.83% 67 1.49%
HM
6512
Heronetta Management
New York
$173M -$9.66M -5% 0.45% 59.7% 25 0%
FI
6513
Finivi Inc
Massachusetts
$173M +$15.9M +10% 2.49% 104 7.69%
MSRI
6514
Michael S. Ryan Inc
New York
$173M +$5.3M +3% 2.46% 60.4% 58 13.79%
WF
6515
Williams Financial
Vermont
$173M +$75.9M +78% 1.08% 28.5% 31 67.74%
BCM
6516
Brookmont Capital Management
Texas
$173M -$7.05M -4% 3.74% 36.6% 59 8.47%
LIM
6517
Lagoda Investment Management
New York
$173M -$4.05M -2% 2.35% 193% 26 15.38%
TC
6518
Tacita Capital
Ontario, Canada
$173M +$7.14M +4% 3.06% 60.3% 222 6.76%
AA
6519
Atmos Advisory
Pennsylvania
$173M +$8.44M +5% 0.61% 30.2% 21 4.76%
VCIM
6520
Velan Capital Investment Management
Georgia
$172M +$65.9M +62% 117% 2,525% 57 33.33%
LWP
6521
LeClair Wealth Partners
Ohio
$172M +$11.9M +7% 2.78% 115 11.3%
SH
6522
SeaTown Holdings
Singapore
$172M -$1.09M -0.6% 5.61% 220% 21 33.33%
TFA
6523
Tranquilli Financial Advisor
New Jersey
$172M +$3.08M +2% 2.3% 47.8% 136 17.65%
PVAMC
6524
PPS&V Asset Management Consultants
Michigan
$172M -$954K -0.6% 2.51% 71.1% 43 4.65%
AFS
6525
Anderson Financial Strategies
Ohio
$172M +$3.42M +2% 0.64% 40 10%