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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
TPWA
2351
TRUE Private Wealth Advisors
Oregon
$998M +$18M +2% 2.23% 84% 279 10.39%
SDJVC
2352
St. Denis J. Villere & Co
Louisiana
$997M -$42.5M -4% 0.53% 28.4% 83 6.02%
LPAM
2353
Lodestar Private Asset Management
California
$997M +$38.9M +4% 2.06% 58.3% 232 6.47%
UIC
2354
Uniplan Investment Counsel
Wisconsin
$996M -$24.9M -2% 1.54% 53.1% 219 32.88%
TPA
2355
Trivium Point Advisory
Connecticut
$994M +$14.2M +1% 1.75% 86.7% 370 14.86%
EWA
2356
Evolution Wealth Advisors
Florida
$992M +$247M +33% 3.21% 84.5% 175 10.86%
CPC
2357
Consolidated Planning Corp
Georgia
$990M +$42.8M +5% 2.94% 82.3% 219 18.26%
TFA
2358
Teamwork Financial Advisors
Texas
$990M +$19.3M +2% 1.98% 126% 229 20.96%
TBA
2359
Tower Bridge Advisors
Pennsylvania
$990M -$11.1M -1% 3.35% 73.6% 197 5.58%
BWM
2360
BCS Wealth Management
Tennessee
$990M +$546M +123% 1.89% 46.7% 358 32.96%
RZH
2361
Relyea Zuckerberg Hanson
Connecticut
$990M +$38.8M +4% 2.74% 84.4% 277 7.94%
SEM
2362
Suncoast Equity Management
Florida
$990M -$12.6M -1% 4.21% 72.9% 95 10.53%
VT
2363
Volterra Technologies
New York
$990M -$176M -15% 2.43% 520 74.04%
SL
2364
SWF LLC
Nebraska
$989M +$13.2M +1% 1.34% 81.7% 10 0%
PTC
2365
Petrus Trust Company
Texas
$989M +$76M +8% 0.15% 25.1% 167 86.23%
SWM
2366
SeaCrest Wealth Management
New York
$988M +$40.3M +4% 5.74% 142% 680 14.71%
MGI
2367
MayTech Global Investments
New York
$988M +$29.4M +3% 3.52% 158% 28 17.86%
RA
2368
Rodgers & Associates
Pennsylvania
$988M +$17.5M +2% 0.79% 53.7% 111 9.01%
SAM
2369
Stansberry Asset Management
Texas
$987M +$31.4M +3% 5.09% 71% 160 16.88%
LTAS
2370
Linden Thomas Advisory Services
North Carolina
$987M -$1.56M -0.2% 1.49% 136% 493 3.65%
LA
2371
LVW Advisors
New York
$987M +$7.36M +0.8% 2.36% 71.5% 374 15.78%
CFP
2372
Cascade Financial Partners
California
$987M +$114M +13% 12.3% 279 9.32%
TW
2373
TritonPoint Wealth
Maryland
$986M -$180M -15% 5.98% 360 27.5%
VCAM
2374
Van Cleef Asset Management
Ohio
$986M +$2.16M +0.2% 1.74% 81.1% 120 5%
WP
2375
Warburg Pincus
New York
$984M -$363M -27% 11.4% 4.99% 4 0%