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
3451
Triangle Securities Wealth Management
North Carolina
$151M -$5.39M -3% 134
WCM
3452
Weatherstone Capital Management
Colorado
$151M +$61.4M +68% 96
HRC
3453
Hoertkorn Richard Charles
$151M +$1.06M +0.7% 88
P3I
3454
Progeny 3 Inc
Washington
$151M -$5.71M -4% 28
BAM
3455
Broadmark Asset Management
California
$151M -$36.1M -19% 6
GL
3456
Globe Life
Texas
$150M +$8.63M +6% 1
LCG
3457
Lisanti Capital Growth
New York
$150M +$80.3M +115% 140
AG
3458
Ashmore Group
United Kingdom
$150M +$23.2M +18% 28
CCPM
3459
Cooper Creek Partners Management
New York
$150M +$4.18M +3% 41
RGC
3460
Roberts, Glore & Co
Illinois
$150M +$4.8M +3% 144
OFG
3461
OTA Financial Group
New York
$150M -$7.4M -5% 58
KAM
3462
Kavi Asset Management
New York
$150M +$14M +10% 43
CLA
3463
Cranberry Lake Advisors
Texas
$150M +$636K +0.4% 11
SIAP
3464
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$150M +$10.8M +8% 400
TAS
3465
TIFF Advisory Services
Pennsylvania
$150M -$42M -22% 6
CBCM
3466
Cook & Bynum Capital Management
Alabama
$150M +$5.67M +4% 5
BA
3467
Bristol Advisors
Pennsylvania
$149M +$61.9M +71% 78
MCM
3468
McMillion Capital Management
North Carolina
$149M +$2.36M +2% 66
MLFP
3469
MPS Loria Financial Planners
Illinois
$149M 406
IVMX
3470
Institutional Venture Management XIII
California
$149M -$19.2M -11% 6
G
3471
Gainplan
Michigan
$149M -$7.53M -5% 18
PCFFS
3472
Pacific Center for Financial Services
California
$149M +$6.35M +4% 326
ACM
3473
Acertus Capital Management
New Jersey
$149M -$3.94M -3% 3
WCWM
3474
Willow Creek Wealth Management
California
$149M +$3.69M +3% 20
GG
3475
GenWealth Group
New Jersey
$149M 51