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
3651
Triangle Securities Wealth Management
North Carolina
$257M -$42M -14% 177
CPFP
3652
Clear Perspectives Financial Planning
Ohio
$257M -$7.34M -3% 233
HFBOT
3653
Home Federal Bank of Tennessee
Tennessee
$256M -$35.6M -12% 76
HF
3654
Halpern Financial
Virginia
$256M -$14.7M -5% 354
HCM
3655
Harvey Capital Management
Florida
$256M -$67.6M -21% 79
HNW
3656
High Note Wealth
Minnesota
$256M -$27.2M -10% 104
PIM
3657
Progressive Investment Management
Oregon
$256M -$61.3M -19% 57
PIA
3658
Perennial Investment Advisors
California
$256M -$60.3M -19% 231
PCA
3659
Peddock Capital Advisors
Massachusetts
$256M -$52.9M -17% 156
HW
3660
Hamilton Wealth
California
$256M +$25.5M +11% 90
PPW
3661
Pinnacle Private Wealth
Massachusetts
$256M -$65.4M -20% 317
MWM
3662
Mattern Wealth Management
Kansas
$255M -$49.9M -16% 166
TCP
3663
ThornTree Capital Partners
Massachusetts
$255M -$201M -44% 22
CA
3664
Claar Advisors
New York
$255M -$85.9M -25% 43
RMAM
3665
Raab & Moskowitz Asset Management
New Jersey
$255M -$36.4M -12% 169
WPC
3666
White Pine Capital
Minnesota
$255M -$67.6M -21% 229
HA
3667
HYA Advisors
Missouri
$255M -$33.8M -12% 158
SFA
3668
Source Financial Advisors
New York
$255M -$84.6M -25% 121
FFM
3669
FengHe Fund Management
Singapore
$255M -$18M -7% 20
DC
3670
Defender Capital
North Carolina
$255M -$32.7M -11% 41
RRWA
3671
Rainey & Randall Wealth Advisors
Florida
$255M -$21.4M -8% 54
CCM
3672
Crossvault Capital Management
Texas
$254M -$56.1M -18% 83
BP
3673
Bandera Partners
New York
$254M -$81.7M -24% 23
AIA
3674
AGF Investments America
Ontario, Canada
$254M -$295M -54% 59
TCMG
3675
TSP Capital Management Group
New Jersey
$254M -$42.2M -14% 54