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
TLP
3801
Trinity Legacy Partners
Texas
$234M -$23.6M -9% 100
EA
3802
Ellsworth Advisors
Ohio
$234M -$14.1M -6% 157
BCM
3803
Beck Capital Management
Texas
$233M +$11.4M +5% 149
SWM
3804
Selective Wealth Management
Virginia
$233M -$47.6M -17% 850
SRFM
3805
Shannon River Fund Management
New York
$233M -$119M -34% 40
WAS
3806
Winch Advisory Services
Wisconsin
$233M -$12.2M -5% 467
LWMG
3807
Levy Wealth Management Group
Pennsylvania
$232M +$13.7M +6% 85
BCCM
3808
Bridge Creek Capital Management
Massachusetts
$232M -$13.3M -5% 102
OWM
3809
Olympus Wealth Management
Utah
$232M +$52.6M +29% 16
W
3810
WealthOne
New York
$232M -$12.8M -5% 121
PB
3811
Pinnacle Bancorp
Nebraska
$232M -$11.5M -5% 783
CMI
3812
Clare Market Investments
Texas
$232M +$1.72M +0.7% 142
RWI
3813
Red Wave Investments
Pennsylvania
$231M -$12M -5% 95
DIM
3814
Delta Investment Management
California
$231M +$12M +5% 179
BCP
3815
Berkeley Capital Partners
Georgia
$231M -$11.3M -5% 142
CFO
3816
Colony Family Offices
North Carolina
$231M +$10.3M +5% 81
SA
3817
Stewardship Advisors
Pennsylvania
$231M -$7.08M -3% 49
BOCH
3818
Blue Owl Capital Holdings
New York
$231M +$27.3M +13% 39
HCM
3819
Harvey Capital Management
Florida
$231M -$25.5M -10% 77
APP
3820
Alpha Paradigm Partners
Illinois
$230M -$11.7M -5% 675
AFA
3821
Alta Fundamental Advisers
New York
$230M -$40.4M -15% 24
BLAM
3822
Bourne Lent Asset Management
New York
$230M -$22M -9% 61
FC
3823
Franchise Capital
Cayman Islands
$230M -$68.9M -23% 28
FAP
3824
Financial Advisory Partners
Florida
$230M -$12.5M -5% 68
MG
3825
MilWealth Group
Wisconsin
$230M -$2.97M -1% 72