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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 Avg Holding
Period (Yrs)
TWCA
6701
Two West Capital Advisors
Kansas
$123M +$18.6M +18% 5.47% – 74 17.57% 0.2
FI
6702
Finivi Inc
Massachusetts
$123M +$2.66M +2% 7.64% 144% 96 17.71% 1.7
SCM
6703
Spring Capital Management
Texas
$123M -$3.43M -3% 10.5% 73.6% 30 20% 2.3
BTC
6704
Bank & Trust Company
Illinois
$123M +$5.42M +5% 6.31% – 288 0.69% 0.2
BCM
6705
Brooktree Capital Management
Michigan
$123M +$6.18M +5% 6.75% 82.9% 25 8% 3.5
CCA
6706
Cruiser Capital Advisors
Connecticut
$123M +$50.9M +71% 9.81% 192% 60 38.33% 1.7
TC
6707
Tsai Capital
New York
$123M +$21.5M +21% 3.17% 29.2% 25 4% 2.1
ONST
6708
Old North State Trust
North Carolina
$123M +$7.21M +6% 7.11% – 135 5.93% 4.1
CWM
6709
Cadence Wealth Management
Massachusetts
$123M -$20.1M -14% 7.11% 56.4% 48 8.33% 1.7
OWG
6710
Oxford Wealth Group
Florida
$123M -$22.6M -16% 4.82% – 71 22.54% 0.5
GWA
6711
Gibson Wealth Advisors
Texas
$123M +$16.1M +15% 6.26% – 38 15.79% 2.3
DWS
6712
Dynamic Wealth Strategies
California
$123M +$6.25M +5% 5.82% – 246 6.5% 0.7
SFG
6713
Somnio Financial Group
Connecticut
$123M +$9.2M +8% 6.84% – 14 7.14% 0.3
RA
6714
RiverPark Advisors
New York
$122M +$1.62M +1% 6.05% 87.5% 146 21.23% 2.2
JAIC
6715
Josh Arnold Investment Consultant
Minnesota
$122M +$3.08M +3% 9.14% 272% 31 51.61% 0.5
FCT
6716
First Community Trust
Iowa
$122M +$5.43M +5% 4.34% 128% 319 6.9% 2.1
GPW
6717
Gentry Private Wealth
Kansas
$122M +$8.62M +8% 5.06% – 88 19.32% 0.2
CA
6718
Cannon Advisors
North Carolina
$122M – – 5.06% – 71 – 0
EB
6719
Exchange Bank
California
$122M +$4.6M +4% 7.64% 75.2% 115 6.09% 1.1
CGF
6720
Constant Guidance Financial
Massachusetts
$122M +$25.7M +27% 8.1% 79.6% 33 33.33% 0.6
BAWM
6721
Bennett Associates Wealth Management
Pennsylvania
$122M +$11.1M +10% 6.4% – 50 28% 0.5
IPAM
6722
Investment Partners Asset Management
New Jersey
$122M +$9.84M +9% 6.34% 86.1% 145 9.66% 0.7
BSHC
6723
Breed's Hill Capital
Massachusetts
$122M +$9.12M +8% 6.39% – 102 10.78% 0.6
TWM
6724
Trevian Wealth Management
Massachusetts
$122M +$102M +508% 7.56% 94.1% 32 65.63% 0.7
RCM
6725
RMR Capital Management
California
$122M +$12.3M +11% 8.25% – 73 6.85% 0.6