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
3426
Triangle Securities Wealth Management
North Carolina
$191M +$21.5M +13% 148
CC
3427
Claybrook Capital
Massachusetts
$191M -$166M -46% 810
NFG
3428
Noven Financial Group
Colorado
$191M +$84.9M +80% 40
OPA
3429
Old Port Advisors
Maine
$191M +$12.1M +7% 180
FA
3430
Fortis Advisors
Pennsylvania
$191M +$25.6M +16% 355
BCM
3431
Blume Capital Management
California
$190M +$15.4M +9% 242
BFC
3432
Blue Fin Capital
Rhode Island
$190M +$23M +14% 131
TSS
3433
Thomas Story & Son
Indiana
$190M +$26.2M +16% 58
NFGCM
3434
Norman Fields Gottscho Capital Management
New York
$190M +$19.7M +12% 80
ST
3435
Somerset Trust
Pennsylvania
$190M +$18.1M +11% 190
RWA
3436
Redhawk Wealth Advisors
Minnesota
$190M +$23.4M +14% 135
LJHT
3437
Laurie J. Hall Trustee
$190M +$8.45M +5% 345
AIM
3438
AMI Investment Management
Indiana
$190M +$20.3M +12% 67
KLI
3439
Kelman-Lazarov Inc
Tennessee
$190M +$28.9M +18% 98
CCM
3440
Cribstone Capital Management
Maine
$190M -$6.55M -3% 741
MGI
3441
MayTech Global Investments
New York
$189M +$33.7M +22% 47
PPP
3442
Private Portfolio Partners
New Jersey
$189M +$27.2M +17% 200
IC
3443
Inscription Capital
Texas
$189M +$9.52M +5% 302
SP
3444
StackLine Partners
New York
$189M +$52.7M +39% 18
NO
3445
Ninety One
South Africa
$189M +$18.9M +11% 115
GAM
3446
Garrison Asset Management
Arkansas
$189M +$19.6M +12% 104
UIM
3447
Underhill Investment Management
California
$189M +$32.4M +21% 21
CWAG
3448
Compton Wealth Advisory Group
Virginia
$189M -$5.57M -3% 72
HLA
3449
Hamilton Lane Advisors
Pennsylvania
$189M +$74.2M +65% 68
AWMG
3450
Alliance Wealth Management Group
New Jersey
$189M +$21.1M +13% 60