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
TSWM
3326
Triangle Securities Wealth Management
North Carolina
$205M +$7.68M +4% 159
PCFFS
3327
Pacific Center for Financial Services
California
$204M +$9.2M +5% 353
BWM
3328
Buckley Wealth Management
Nevada
$204M -$9.37M -4% 154
CWM
3329
Confluence Wealth Management
Oregon
$204M -$685K -0.3% 116
RP
3330
RBS Partners
Florida
$204M -$29.2M -13% 4
SC
3331
Schulhoff & Co
Ohio
$204M +$10.1M +5% 112
HC
3332
Hamilton Capital
Ohio
$204M -$85.9M -30% 55
VRM
3333
Vectors Research Management
New York
$204M +$18.5M +10% 504
QCM
3334
Quadrant Capital Management
New Jersey
$203M +$12.8M +7% 86
BWL
3335
Bogart Wealth LLC
Virginia
$203M +$37.8M +23% 397
S
3336
Surevest
California
$203M +$10.7M +6% 135
KLI
3337
Kelman-Lazarov Inc
Tennessee
$203M +$7.83M +4% 99
AJ
3338
Ashburton (Jersey)
Jersey
$203M -$7.67M -4% 111
MGI
3339
MayTech Global Investments
New York
$203M +$3.57M +2% 54
WAS
3340
WESPAC Advisors SoCal
California
$202M +$14.8M +8% 91
PCM
3341
Punch Card Management
Florida
$202M -$7.47M -4% 3
TLP
3342
Trinity Legacy Partners
Texas
$202M +$56.6M +39% 73
CLCM
3343
Center Lake Capital Management
Florida
$202M -$107M -35% 11
GIP
3344
General Industrial Partners
United Kingdom
$202M -$51.2M -20% 7
APG
3345
Abacus Planning Group
South Carolina
$202M +$35.3M +21% 197
AIA
3346
Alera Investment Advisors
Illinois
$202M +$6.67M +3% 77
MAS
3347
Managed Account Services
Florida
$202M +$17.2M +9% 87
FIM
3348
Fernwood Investment Management
Massachusetts
$202M +$19M +10% 189
NFG
3349
Noven Financial Group
Colorado
$202M +$5.01M +3% 36
HCM
3350
Harvey Capital Management
Florida
$201M -$6.57M -3% 82