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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
7351
Town Capital
Maryland
$124M +$1.44M +1% 100
UFA
7352
Uptown Financial Advisors
Texas
$124M +$6.23M +5% 78
RHDIC
7353
R.H. Dinel Investment Counsel
California
$124M -$12.8M -9% 41
EWP
7354
E-Wealth Partners
Minnesota
$123M +$4.38M +4% 59
CPC
7355
Cadia Private Client
New Jersey
$123M -$2.76M -2% 83
FJWM
7356
Ferguson Johnson Wealth Management
Maryland
$123M +$2.98M +2% 37
PGWM
7357
Pitti Group Wealth Management
New York
$123M +$1.56M +1% 81
BCG
7358
Barington Capital Group
New York
$123M -$29.2M -19% 11
GCM
7359
Gumshoe Capital Management
New York
$123M +$17.3M +16% 9
SPA
7360
Sound Portfolio Advisors
Connecticut
$123M +$4.05M +3% 45
KFG
7361
Kropog Financial Group
Louisiana
$123M -$6.01M -5% 36
CCM
7362
Cannon Capital Management
Utah
$123M +$9.38M +8% 28
MH
7363
Mishpacha Holdings
$123M +$3.55M +3% 12
APC
7364
Aristotle Pacific Capital
California
$123M -$121M -50% 5
BCM
7365
Boreal Capital Management
Florida
$123M -$9.61M -7% 528
AT
7366
Adelphi Trust
Florida
$123M +$367K +0.3% 112
KIA
7367
Kraematon Investment Advisors
Massachusetts
$123M -$2.68M -2% 106
SC
7368
Schubert & Co
Texas
$123M -$2.5M -2% 72
GFS
7369
Geremia Financial Services
New Jersey
$123M +$1.56M +1% 11
TPCM
7370
Templeton & Phillips Capital Management
Tennessee
$123M -$27.5M -18% 61
BSTWA
7371
Blake Schutter Theil Wealth Advisors
Ohio
$123M +$1.06M +0.9% 117
ACMA
7372
Arbor Capital Management (Alaska)
Alaska
$123M +$3.37M +3% 105
MSAGDF
7373
Moneda SA Administradora General de Fondos
Chile
$123M +$11.2M +10% 34
FF
7374
Fox Financial
Pennsylvania
$123M -$2.89M -2% 12
CWD
7375
Clarity Wealth Development
Oregon
$123M +$4.31M +4% 47