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
TW
3326
TrinityPoint Wealth
Connecticut
$203M +$40.7M +25% 192
CCIA
3327
Campbell & Co Investment Adviser
Maryland
$203M +$102M +101% 676
SRC
3328
Stone Run Capital
New York
$203M +$42.7M +27% 61
SAM
3329
Summit Asset Management
Tennessee
$203M +$26.5M +15% 119
SHWM
3330
Smith & Howard Wealth Management
Georgia
$203M +$21.4M +12% 64
OFW
3331
Omnia Family Wealth
Florida
$203M +$17.5M +9% 616
AFM
3332
Andesa Financial Management
Pennsylvania
$203M +$119M +141% 151
FA
3333
Fiducient Advisors
Illinois
$203M +$28.4M +16% 23
KFP
3334
Keystone Financial Planning
Ohio
$203M +$23.7M +13% 47
BCP
3335
Berkeley Capital Partners
Georgia
$202M +$22.5M +13% 133
MM
3336
Meridian Management
Arkansas
$202M +$5.88M +3% 77
CCP
3337
Clifford Capital Partners
Utah
$202M +$33.9M +20% 34
BLAM
3338
Bourne Lent Asset Management
New York
$202M +$32.9M +19% 57
CLCM
3339
Crawford Lake Capital Management
New Jersey
$202M +$105M +107% 58
WB
3340
Wilks Brothers
Texas
$202M -$8.12M -4% 26
IWA
3341
Intercontinental Wealth Advisors
Texas
$202M +$22.5M +13% 483
CWM
3342
Confluence Wealth Management
Oregon
$201M +$22.4M +13% 119
CSM
3343
CAMG Solamere Management
North Carolina
$201M +$22M +12% 105
FCB
3344
First Command Bank
Texas
$201M +$7.32M +4% 469
FCFS
3345
First Command Financial Services
Texas
$201M +$7.32M +4% 469
TWMP
3346
Taylor Wealth Management Partners
Massachusetts
$201M +$27.7M +16% 138
EWM
3347
Essex Woodlands Management
Texas
$201M -$50.2M -20% 8
TCMG
3348
TSP Capital Management Group
New Jersey
$201M +$22.6M +13% 56
BBP
3349
Banco BTG Pactual
Brazil
$201M +$73.2M +57% 76
AIC
3350
Aurora Investment Counsel
Georgia
$201M +$16.9M +9% 136