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
3751
Triangle Securities Wealth Management
North Carolina
$299M -$20.8M -7% 182
PA
3752
Prism Advisors
California
$299M -$7.3M -2% 56
PFM
3753
Peak Financial Management
Massachusetts
$298M -$10.3M -3% 84
RDWM
3754
Red Door Wealth Management
Tennessee
$298M -$6.64M -2% 175
JAM
3755
JW Asset Management
Florida
$298M -$3.67M -1% 11
MMPW
3756
Mitchell McLeod Pugh & Williams
Alabama
$298M -$4.62M -2% 242
HWM
3757
Hemington Wealth Management
Virginia
$298M +$81.7M +38% 111
1CP
3758
11 Capital Partners
Connecticut
$297M -$119M -29% 20
MKC
3759
M. Kraus & Co
Vermont
$297M -$17.1M -5% 78
QFA
3760
Quattro Financial Advisors
Texas
$297M +$14.1M +5% 111
EPA
3761
Element Pointe Advisors
Florida
$297M -$27.2M -8% 117
LPC
3762
Lion Point Capital
New York
$296M -$6.82M -2% 38
TLP
3763
Trinity Legacy Partners
Texas
$296M +$1.24M +0.4% 122
CAG
3764
Curtis Advisory Group
California
$296M -$8.46M -3% 88
CIM
3765
CIM Investment Management
Pennsylvania
$296M -$38M -11% 319
WCA
3766
Whetstone Capital Advisors
Kansas
$296M -$192M -39% 30
WPI
3767
Walter Public Investments
Canada
$296M 27
AMG
3768
Advisors Management Group
Wisconsin
$296M -$37.6M -11% 150
DT
3769
Daniels + Tansey
Delaware
$296M -$27.8M -9% 37
EIA
3770
Eldridge Investment Advisors
New Hampshire
$296M -$7.11M -2% 139
SDWIA
3771
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$296M +$383K +0.1% 144
TVAMP
3772
Tennessee Valley Asset Management Partners
Tennessee
$295M -$4M -1% 93
SFG
3773
Summit Financial Group
West Virginia
$295M -$11.8M -4% 224
CWP
3774
Curated Wealth Partners
California
$295M -$14.1M -5% 143
ECM
3775
Elgethun Capital Management
South Dakota
$295M +$8.83M +3% 113