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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
TFA
2176
Transamerica Financial Advisors
Florida
$771M +$14.7M +2% 5.18% 77.1% 651 10.45%
TIM
2177
Total Investment Management
Arizona
$771M +$247M +47% 4.83% 38.3% 72 15.28%
LOIM
2178
Liberty One Investment Management
Illinois
$771M +$37.5M +5% 3.9% 40.3% 170 0.59%
TIA
2179
Traphagen Investment Advisors
New Jersey
$771M +$90.2M +13% 4.16% 56.3% 160 13.13%
CCM
2180
CoreView Capital Management
Hong Kong
$770M -$15.3M -2% 10.7% 50.9% 13 7.69%
AWA
2181
Aaron Wealth Advisors
Illinois
$769M +$41.8M +6% 6.16% 96.4% 269 13.01%
COCM
2182
Charter Oak Capital Management
New Hampshire
$768M +$47M +7% 4.62% 39.2% 178 5.06%
DCC
2183
Dow Chemical Company
Michigan
$768M +$208M +37% 4.92% 29.4% 8 37.5%
SFG
2184
SNS Financial Group
Minnesota
$767M +$5.32M +0.7% 4.75% 54.2% 192 5.21%
SSG
2185
Summit Securities Group
New York
$767M -$450M -37% 2.78% 136% 1,159 44.52%
TCM
2186
Twin Capital Management
Pennsylvania
$767M +$35M +5% 10.2% 132% 301 10.3%
CHP
2187
Cable Hill Partners
Oregon
$767M +$152M +25% 5.47% 20.3% 209 18.66%
CT
2188
Caldwell Trust
Florida
$766M +$45.8M +6% 7.45% 87% 794 13.1%
GMP
2189
Great Mountain Partners
Connecticut
$765M -$58.3M -7% 6.65% 95.3% 2 0%
HIC
2190
Harvey Investment Company
Kentucky
$765M -$41M -5% 4.1% 48.4% 93 2.15%
LWIC
2191
Leith Wheeler Investment Counsel
British Columbia, Canada
$764M +$83.5M +12% 7.99% 52.3% 66 15.15%
PP
2192
PrairieView Partners
Minnesota
$764M +$35M +5% 2.66% 34% 492 12.2%
DG
2193
Discerene Group
Connecticut
$764M -$11.1M -1% 1.05% 48.6% 14 0%
PFC
2194
Poplar Forest Capital
California
$764M -$74.9M -9% 0.5% 30% 64 21.88%
JCM
2195
JS Capital Management
New York
$763M +$210M +38% 12.4% 52.4% 34 35.29%
TFS
2196
Thoroughbred Financial Services
Tennessee
$763M +$85.9M +13% 9.89% 166% 439 12.76%
PE
2197
Point72 Europe
United Kingdom
$763M +$304M +66% 4.94% 95.4% 119 77.31%
SVWAG
2198
Sound View Wealth Advisors Group
Georgia
$763M +$34.1M +5% 6.25% 73% 379 7.92%
NA
2199
Nottingham Advisors
New York
$762M +$11M +1% 3.36% 44.3% 142 9.15%
FFP
2200
FourThought Financial Partners
Florida
$761M +$31.6M +4% 6.64% 95.9% 347 11.53%