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
TLP
3176
Tri Locum Partners
New York
$483M +$65.3M +16% 32
SFPM
3177
Sensible Financial Planning & Management
Massachusetts
$482M -$24M -5% 53
CCP
3178
Clifford Capital Partners
Utah
$482M -$19.8M -4% 59
AWM
3179
Austin Wealth Management
Texas
$482M +$26.8M +6% 123
MWM
3180
MinichMacGregor Wealth Management
New York
$482M +$15.1M +3% 130
BWS
3181
Buck Wealth Strategies
Colorado
$481M +$163M +51% 81
FMN
3182
Financial Management Network
California
$481M +$2.98M +0.6% 182
PWMG
3183
Prestige Wealth Management Group
New Jersey
$481M -$1.5M -0.3% 1,075
ISB
3184
Iowa State Bank
Iowa
$481M -$5.71M -1% 112
CCM
3185
CloudAlpha Capital Management
Hong Kong
$481M -$236M -33% 54
HA
3186
Harfst & Associates
Wyoming
$480M +$34.8M +8% 98
UW
3187
Unique Wealth
Florida
$480M +$43M +10% 148
CCT
3188
Chemung Canal Trust
New York
$480M -$14.8M -3% 125
SC
3189
Schoolcraft Capital
Colorado
$479M -$13.3M -3% 69
FNBTCON
3190
First National Bank & Trust Co of Newtown
Pennsylvania
$479M -$42.9M -8% 140
BC
3191
Bricktown Capital
Michigan
$479M -$58M -11% 28
HBCM
3192
Heron Bay Capital Management
Michigan
$479M +$3.22M +0.7% 130
TPW
3193
Talon Private Wealth
Florida
$479M +$3.29M +0.7% 354
RP
3194
Rowlandmiller & Partners
Georgia
$479M -$13.8M -3% 193
TAIM
3195
Te Ahumairangi Investment Management
New Zealand
$478M -$85.7M -15% 84
CAC
3196
Core Alternative Capital
Georgia
$478M -$38.9M -8% 370
SIA
3197
SeaBridge Investment Advisors
New Jersey
$478M +$69.4M +17% 211
MAM
3198
Marotta Asset Management
Virginia
$478M -$31.4M -6% 114
FC
3199
Fulcrum Capital
Washington
$478M +$18.5M +4% 116
IF
3200
Ironwood Financial
Arizona
$477M +$821K +0.2% 159