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
CRWM
3701
Castle Rock Wealth Management
California
$280M +$56.2M +25% 234
TSWM
3702
Triangle Securities Wealth Management
North Carolina
$280M +$6.88M +3% 184
D
3703
Diversified
Delaware
$279M +$24.9M +10% 162
LPIC
3704
LeJeune Puetz Investment Counsel
Michigan
$279M +$11.3M +4% 201
ECA
3705
Elevated Capital Advisors
Utah
$279M +$17M +6% 171
ACM
3706
Athyrium Capital Management
New York
$279M +$41.2M +17% 11
MGM
3707
Manchester Global Management
United Kingdom
$279M +$32.1M +13% 23
MFGM
3708
Marshall Financial Group (Maryland)
Maryland
$279M +$21.3M +8% 197
WPIC
3709
White Pine Investment Company
Michigan
$278M +$15.5M +6% 61
ONPI
3710
Owls Nest Partners IA
Pennsylvania
$278M +$38.5M +16% 16
HF
3711
Halpern Financial
Virginia
$278M +$5.31M +2% 203
FCM
3712
Firestone Capital Management
Florida
$278M +$8.81M +3% 127
OPA
3713
Old Port Advisors
Maine
$278M +$12.4M +5% 220
GMF
3714
Grace & Mercy Foundation
New York
$278M +$88.7M +47% 13
DF
3715
Donoghue Forlines
Massachusetts
$278M -$5.03M -2% 265
FCFC
3716
First Commonwealth Financial Corp
Pennsylvania
$277M +$8.62M +3% 177
BCFS
3717
Butensky & Cohen Financial Security
Florida
$277M +$6.57M +2% 98
LWAM
3718
Legacy Wealth Asset Management
Minnesota
$277M +$14.5M +6% 346
SPIO
3719
Seven Post Investment Office
California
$277M -$7.02M -2% 57
HC
3720
Hourglass Capital
Texas
$277M -$6.8M -2% 106
TCMG
3721
TSP Capital Management Group
New Jersey
$277M +$9.69M +4% 53
OIM
3722
Opus Investment Management
Massachusetts
$277M -$4.03M -1% 73
SCP
3723
Siena Capital Partners
Illinois
$277M -$14M -5% 111
NOCM
3724
Night Owl Capital Management
Connecticut
$277M +$61.7M +29% 20
CG
3725
Column Group
California
$277M -$23.8M -8% 7