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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
SVWAG
2101
Sound View Wealth Advisors Group
Georgia
$938M +$31.6M +3% 8.12% 60.5% 397 9.57%
ET
2102
Entropy Technologies
New York
$938M +$399M +74% 6.1% 913 65.39%
TCM
2103
TD Capital Management
Tennessee
$938M +$61.8M +7% 6.05% 33.9% 556 29.32%
HCM
2104
Hengehold Capital Management
Ohio
$938M +$93.6M +11% 7.24% 48.1% 197 12.69%
CCA
2105
Clearwater Capital Advisors
Illinois
$938M +$45.2M +5% 3.65% 35% 163 7.98%
TIA
2106
Traphagen Investment Advisors
New Jersey
$938M +$85.5M +10% 7.89% 56.3% 186 12.9%
CC
2107
Criteria Caixa
Spain
$937M +$43.7M +5% 8.01% 35.5% 36 22.22%
MSFS
2108
Main Street Financial Solutions
Pennsylvania
$937M +$163M +21% 8.64% 77.1% 545 18.72%
DTL
2109
Dynamic Technology Lab
Singapore
$936M -$9.54M -1% 5.79% 21.7% 1,527 69.68%
CCA
2110
Canyon Capital Advisors
Texas
$936M +$51.4M +6% 0.03% 46.2% 20 10%
BW
2111
Browning West
California
$936M +$7.18M +0.8% 11.8% 94.4% 2 0%
CIAS
2112
Capital Investment Advisory Services
North Carolina
$934M -$147M -14% 7.79% 69.3% 1,048 15.94%
IB
2113
Intrust Bank
Kansas
$933M +$71.5M +8% 11.5% 79.5% 393 4.83%
W
2114
Wealthquest
Ohio
$933M +$30.8M +3% 7.64% 52.1% 141 12.06%
COCM
2115
Charter Oak Capital Management
New Hampshire
$933M +$91.3M +11% 5.65% 39.2% 190 15.79%
FBFS
2116
First Business Financial Services
Wisconsin
$933M +$72.4M +8% 8.31% 74% 171 8.77%
PWMAG
2117
Pinnacle Wealth Management Advisory Group
New Jersey
$932M +$77.9M +9% 8.64% 64.3% 366 9.84%
CF
2118
Cypress Funds
California
$932M +$71.2M +8% 23% 114% 16 18.75%
PMFA
2119
Plante Moran Financial Advisors
Michigan
$931M -$26M -3% 8.41% 50.3% 947 24.39%
F1I
2120
Fund 1 Investments
Puerto Rico
$930M +$76M +9% 2.62% 78.6% 66 51.52%
RC
2121
Riposte Capital
New York
$929M +$293M +46% 21.2% 215% 27 62.96%
BONST
2122
Bank of Nova Scotia Trust
Ontario, Canada
$929M +$37.9M +4% 4.15% 51.9% 145 12.41%
GCAC
2123
Guardian Capital Advisors (Canada)
Ontario, Canada
$928M -$31.4M -3% 4.68% 26.1% 181 12.15%
TCG
2124
Tremblant Capital Group
Florida
$927M +$41.1M +5% 10.9% 99.1% 46 26.09%
RI
2125
RWWM Inc
California
$927M +$64.7M +8% 5.58% 37% 18 5.56%