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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
TC
6726
Tacita Capital
Ontario, Canada
$140M -$13.2M -9% 1.25% 72.3% 213 9.39%
FCT
6727
First Community Trust
Iowa
$140M +$17.6M +14% 1.13% 111% 329 8.21%
FF
6728
Farrell Financial
New York
$140M -$1.71M -1% 0.1% 69 5.8%
KW
6729
Keyvantage Wealth
Pennsylvania
$140M 0.17% 95
SCM
6730
Shorepath Capital Management
Utah
$140M +$3.31M +2% 2.91% 24 8.33%
CIG
6731
Cascade Investment Group
Colorado
$140M +$3.39M +2% 2.98% 86.8% 137 6.57%
BFM
6732
Broadview Financial Management
Wisconsin
$140M -$7.93M -5% 2.39% 52.4% 42 2.38%
HB
6733
Hauser Brothers
Germany
$140M +$9.61M +7% 17.7% 10 0%
FHC
6734
Fort Henry Capital
West Virginia
$140M -$7.15M -5% 2.4% 37% 16 12.5%
PWAM
6735
Pinnacle West Asset Management
Wyoming
$140M +$184K +0.1% 0.96% 100% 116 4.31%
MAG
6736
M3 Advisory Group
Massachusetts
$140M +$3.51M +3% 3.66% 158 12.03%
PBRA
6737
Pine Brook Road Advisors
New York
$140M -$48.3M -26% 2.81% 3 33.33%
AWM
6738
Allen Wealth Management
North Carolina
$140M -$4.64M -3% 2.57% 61 6.56%
LDNAM
6739
Lepercq De Neuflize Asset Management
New York
$139M 0.72% 14
LMAF
6740
Lepercq Multi-Asset Fund
Bermuda
$139M 0.72% 14
CCA
6741
Cottonwood Capital Advisors
Utah
$139M +$3.22M +2% 0.14% 78.3% 136 16.18%
SR
6742
Syntax Research
Florida
$139M -$8.58M -6% 4.87% 42.9% 199 12.06%
MFG
6743
Mosaic Financial Group
Illinois
$139M -$1.44M -1% 1.31% 133 14.29%
ARC
6744
Advisor Resource Council
Texas
$139M -$82.2M -37% 0.13% 74.7% 291 92.44%
TL
6745
TowerView LLC
New York
$139M -$15.6M -10% 9.75% 17.9% 27 14.81%
ES
6746
Enavate Sciences
California
$139M 35% 5
WAM
6747
WealthTrust Asset Management
Florida
$139M +$5.07M +4% 2.57% 97.9% 103 27.18%
ICP
6748
Indus Capital Partners
New York
$139M -$10.3M -7% 3.45% 117% 6 33.33%
HWMC
6749
Heritage Wealth Management (California)
California
$139M -$2.14M -2% 2.33% 135 40%
MCWA
6750
Meadow Creek Wealth Advisors
Georgia
$139M +$12.8M +10% 0.84% 140 7.14%