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
TCA
3351
Trifecta Capital Advisors
Illinois
$411M +$49.2M +14% 446
HAM
3352
Harber Asset Management
North Carolina
$411M -$19.6M -5% 43
FNBOMD
3353
First National Bank of Mount Dora
Florida
$411M +$35.5M +9% 133
EWM
3354
Elite Wealth Management
Washington
$411M +$70.2M +21% 50
NIC
3355
Northwest Investment Counselors
Oregon
$411M +$36.5M +10% 532
TFF
3356
The Family Firm
Maryland
$410M +$22.8M +6% 202
LCG
3357
Lisanti Capital Growth
New York
$410M -$13.6M -3% 160
AWM
3358
Adams Wealth Management
Utah
$410M +$72.1M +21% 104
WPA
3359
WIT Partners Advisory
Singapore
$410M +$144M +54% 1
AAM
3360
AR Asset Management
California
$410M +$29.1M +8% 112
BCM
3361
Blume Capital Management
California
$410M +$34.6M +9% 323
SPIO
3362
Seven Post Investment Office
California
$410M +$17.9M +5% 55
MC
3363
Martin & Co
Tennessee
$409M +$4.16M +1% 108
HIC
3364
Holderness Investments Company
North Carolina
$409M +$44.8M +12% 251
SCP
3365
Shorepoint Capital Partners
Massachusetts
$409M +$36.1M +10% 100
SSI
3366
SVF Sponsor III
California
$409M -$57.5M -12% 1
NTIC
3367
Napean Trading & Investment Company
Singapore
$409M +$38.9M +11% 51
OC
3368
Oakmont Corp
California
$409M +$27.7M +7% 33
TWP
3369
Tyche Wealth Partners
Texas
$409M -$6.51M -2% 301
NQWM
3370
Northwest Quadrant Wealth Management
Oregon
$408M +$21.9M +6% 65
EWM
3371
EPG Wealth Management
Georgia
$408M +$28.2M +7% 451
MRCM
3372
M&R Capital Management
New Jersey
$408M +$8.37M +2% 651
GWMIA
3373
Global Wealth Management Investment Advisory
Florida
$408M +$18.6M +5% 476
ODG
3374
O'Dell Group
Ohio
$408M +$25.8M +7% 514
CMF
3375
Counterpoint Mutual Funds
California
$408M +$146M +56% 229